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TSMC to build third chip fab in Arizona, US
TSMC announces plans for a third chip fab in Arizona while maintaining Taiwan as its primary production hub, with 80-90% of capacity remaining in Taiwan. TSMC’s advanced semiconductor technology is distributed across Hsinchu, Taichung, and Tainan, with new 2nm factories in Baoshan and Kaohsiung. TSMC is also planning a 1nm site in Chiayi or Yunlin, pending government assistance.2024/04/09 11:26 -
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 -
TSMC’s new Japan Plant ignites local economy and nightlife
The opening of TSMC’s new plant in Kikuyo, Japan, has revitalized the local economy and nightlife, with customers spending up to 1 million yen daily. The community’s transformation has garnered international attention, boosting sales in various industries and reshaping Kumamoto’s nightlife. TSMC’s significant investment in the project is expected to increase production capacity and potentially lead to the establishment of additional factories in the area.2024/02/17 14:33