TSMC 2-nanometer production process 結果共5筆

TSMC Chairman C.C. Wei outlines strategic plans amid global trade uncertainties, focusing on AI growth and overseas expansion. TSMC aims for tech leadership and customer trust.

TSMC Chairman C.C. Wei announced the U.S. expansion aims to meet demand, not secure subsidies. The company plans a $100 billion investment, ensuring Taiwan’s growth.

Taiwan’s NSTC announced TSMC will start mass production of the 2-nanometer process next year. Plans for a U.S. factory are under discussion, with a potential timeline of 2028-2030.

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.

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.