Internal and external troubles TSMC production capacity expansion "sudden brake"
"It is reported that
TSMC's 6/7nm process capacity utilization rate was less than 40% by the end of March; 4/5nm process has dropped to 75%"
"TSMC originally planned to build two factories in Kaohsiung, including 7nm and 28nm. However, following the suspension of plans for the 7nm plant of the Kaohsiung plant due to weak demand in the smartphone and PC markets, it was reported that the
28nm plan was also postponed. Delayed, and the list of 28nm equipment that the factory plans to purchase is also cancelled."
"Although TSMC has pressed the "pause button" for the construction of many factories in Taiwan,
contrary to this, the construction of new factories in Arizona, USA and Kumamoto, Japan will continue to advance. Among them, the first phase of the
Arizona fab is expected to in
2024 start producing 4nm chips. The second phase of the project has also started.
It is expected in 2026. to start producing 3nm "
TSMC is clearly digging his own grave here. Once US fabs will be open, they are no more TSMC's, they are 100% made in USA...and owned and ruled by US: TSMC (including its people) are just a tool to produce US chips in US.
And their government does not help them because it is geopolitically controlled by US. The best thing for TSMC is that Taiwan reunites with China in the future, maybe after 2024 elections. No, is not a joke. It is an objective analysis.
