For this, new enterprises will be built.
At TSMC’s quarterly reporting conference yesterday, the company’s management admitted that it is considering building a facility in Europe to produce automotive components using mature lithography. The transcript of the event allows you to better understand what exactly the company’s priorities are in this area.
Image Source: TSMC
Let’s start with TSMC CEO CC Wei listing the range of process technologies that will be used at the facility under construction in western Japan. It is planned to be commissioned at the end of 2024, and another TSMC facility may appear in this country later if customers demand it and the government contributes to their intentions. In Japan, the company will produce components in 28nm, 22nm, 16nm and 12nm process standards.
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Moreover, TSMC continues to expand its 28nm manufacturing facility in China. Apparently, the October wave of US sanctions does not really affect this process. TSMC will begin mass production of 2nm chips at its facilities in Taiwan in 2025, but it intends to pay enough attention to mature lithography in the context of localizing production outside the island. If demand and support in the form of subsidies remain at the planned level over the next five years, then TSMC may locate up to 20% of its production lines for the production of 28nm and more mature products outside of Taiwan. Moreover, even this year, up to 20% of capital expenditures will be directed to the development of production of products for technical processes thicker than 28 nm.