text/south Technology Jun
The White House of the United States has repeatedly asked TSMC to build new factories in the United States. Industry insiders are worried that the United States will change its chip supply chain through TSMC, and thus restrict Chinese companies such as , Huawei, and . However, the United States' explanation for this is that it hopes to reduce the United States' dependence on Asian chips through TSMC , which means it is just to meet the United States' own needs.
Not long ago, the United States once again invited TSMC, but TSMC responded: TSMC is currently focusing on investment in China and has no plans to set up factories in the United States. should be good news for Huawei. As the core supplier of Huawei HiSilicon, analysts pointed out that the United States may affect Huawei's cooperation with TSMC, and Huawei's previous transfer of 14nm chip orders from TSMC to SMIC may have taken this into consideration.
Although TSMC stated that it has no plans to temporarily build a factory in the United States, it is obvious that TSMC is likely to make new choices. TSMC's original plan was to continue to wait and find a suitable factory construction address. It is still unclear whether it will be in the United States. However, the plan still cannot keep up with the changes.
May 15th news, TSMC officially announced that it will build a new semiconductor factory in Arizona, USA. It is reported that TSMC will manufacture 5nm technology semiconductor wafer in its new factory, with a monthly production capacity of 20,000 semiconductor wafers.
In addition, TSMC plans to start building this new factory in 2021 and achieve its target production in 2024. During the period, TSMC will invest US$12 billion in the construction and development of new factories . It is worth noting that if this fab in Arizona, USA is landed, then this new factory will become TSMC's second production base in the United States.
analysts pointed out: "This project is of crucial strategic significance to the vibrant and competitive US semiconductor ecosystem, which will enable some American companies to manufacture their cutting-edge semiconductor products in the United States."
So, TSMC's decision is undoubtedly a "timely help" for the United States. So does TSMC's move mean that TSMC will shift its focus on R&D of 5nm chips to the United States? The author learned that TSMC's Chinese factory's R&D and investment in 5nm chips has exceeded US$24 billion, twice the number of TSMC's new projects in the United States. Judging from the 5nm alone, TSMC still focuses on China as it said.
In fact, compared with TSMC’s deployment on 5nm chips, we should pay more attention to where TSMC will select the production site for nm chip . This is a key point worth noting, but TSMC has not yet announced the relevant news.
What do you think about TSMC’s decision to establish a new factory in the United States? Welcome to leave comments in the comment area~
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