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TSMC may build new Taiwan plant annually for 10 years
TSMC plans to expand production in Kaohsiung, Tainan, and Taichung over three years, ensuring water and electricity supply. The 2-nanometer process stays in Taiwan.10小時前 -
Taiwan’s semiconductor industry to hit US$160B in 2024
Discover how Taiwan’s semiconductor industry is set to revolutionize the global market with a projected US$160 billion revenue in 2024, making up over 25% of the worldwide sector. Learn about the advancements in 2-nanometer process technology and its impact on AI, alongside insights from industry leaders at the SEMICON Taiwan 2024 opening ceremony.2024/09/04 13:51 -
Goldman Sachs forecasts massive expansion for TSMC
Goldman Sachs predicts that Taiwan Semiconductor Manufacturing Company (TSMC) will double its CoWoS production capacity by 2025, leading to a raised target price of NT$975. The forecast includes plans for advanced CoWoS packaging plants in Chiayi and potential expansion to Japan. Customer demand for advanced packaging, especially CoWoS, is expected to rise with the adoption of 2-nanometer process technology. Goldman Sachs also revised TSMC’s capital expenditure forecast and profit outlook for major AI companies, reflecting a positive growth trend in the industry.2024/03/25 12:49