production capacity 結果共7筆

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.

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.

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.

Taiwan Semiconductor Manufacturing Company (TSMC) has announced that its Japan subsidiary, JASM, will construct a second wafer fabrication plant by the end of 2024. The plant is expected to be operational by the end of 2027. With support from the Japanese government, TSMC plans to begin production at its first JASM wafer fabrication plant in 2024, with a total investment exceeding US＄20 billion. The construction of the second plant is driven by increasing customer demand. The expansion aims to optimize JASM’s cost structure and supply chain efficiency, resulting in increased production. Once both plants are operational, JASM’s Kumamoto wafer fabrication plant will have a monthly capacity of over 100,000 12-inch wafers. The Japan fab will offer process technologies ranging from 40nm to 6nm, catering to automotive, industrial, consumer, and high-performance computing applications. TSMC also mentioned that capacity planning can be adjusted based on client requirements. The Kumamoto wafer plant is expected to create more than 3,400 high-tech professional jobs.

Hon Hai Precision Industry Chairman Young Liu has stated that the AI server industry is facing a shortage of AI chips, which is expected to persist throughout 2024. Liu emphasized that the problem can only be resolved by increasing production capacity in new factories. He also highlighted that geopolitical and economic conditions may affect the demand for consumer electronic products this year. Despite holding a significant position in the global AI server industry, Hon Hai is facing a shortfall in the supply of AI chips from major manufacturers like NVIDIA. While some second and third-tier factories claim their AI server performance will be good in 2024, Liu expressed skepticism and confusion about this situation.

This story discusses the fluctuation in shares of AUO Corporation and TV panel prices in late December. The article mentions that the price of 55-inch 4K open-cell panels dropped by US$1 (0.8%) on December 22 due to TV manufacturers ceasing production for year-end demand. However, analysts predict that tier-one TV panel makers may increase their price quotes by US$1 to US$3 in January 2024. Despite this, final transaction prices are expected to remain unchanged due to market demand. The report also suggests a potential decline in quotes for larger panel sizes, while prices for all TV panel sizes are anticipated to stabilize and rebound in February. Furthermore, favorable conditions in the panel market are predicted for 2024, driven by stabilizing industry trends and the launch of AI phones and AI PCs. AUO Chairman Paul Peng expects mild growth in the first quarter of 2024 and a market growth rate between 3% to 5% throughout the year, with higher production capacity utilization compared to 2023. Peng also notes steady demand for automotive and industrial products, which will contribute to a stable production utilization rate, and highlights the increasing use of Human Machine Interface (HMI) technologies for LED and LCD panels.

Foxtron Vehicle Technologies, a subsidiary of Hon Hai Precision Industry Co., Ltd., announced that its revenue has tripled compared to last year, indicating promising future growth. The company’s electric bus, Model T, has received overwhelming orders exceeding its production capacity, while its first passenger car, Model C, has been adopted by Luxgen Motor Co., Ltd. with orders surpassing 8,000 units. CEO Andy Lee envisions complete electrification of public buses by 2030, anticipating significant growth for Foxtron products in the coming years.