Source: The content is compiled from the "Economic Daily" by WeChat public account Semiconductor Industry Observer (ID: icbank), thank you.
Last week, the Taiwan Environmental Protection Agency’s Environmental Impact Assessment Conference made a resolution requiring relevant units to provide supplementary information on TSMC’s 3-nanometer case and send it to the conference for discussion. The Nanjing Administration of Science and Technology stated on November 15 that it would be able to complete the preparation of various documents within two weeks and submit them to the Environmental Protection Agency as soon as possible to speed up the approval process of the environmental impact assessment review and allow TSMC to complete the plant construction work. It can proceed smoothly.
The Nanjing Administration of Science and Technology stated that when TSMC announced that it was looking for 3-nanometer factory land more than three years ago, it immediately contacted various hydropower authorities and only actively invited TSMC to Nanjing after receiving assurances that it could meet the demand as scheduled and with quality. Set up a factory. In the past two years, I have participated in the "Solving the Five Shortages" meetings held by the Executive Yuan many times, and I have a clear understanding of the specific plans and practices of government agencies for increasing water and electricity supply. I have further strengthened my confidence that "water and electricity supply is safe," so I will definitely respond with the most sincere Face it with an attitude that reassures everyone who cares about their home environment.
The Southern Science and Technology Management Bureau pointed out that regarding the concerns of environmental assessment members and environmental groups about water and electricity supply, the increase in water and electricity consumption has been approved by the Water Resources Department and Taipower Corporation respectively. The Water Resources Department has complete water resources planning and is confident that it can meet industrial water needs without affecting water needs for agriculture and people's livelihood. Taipower Corporation has also invested 47.7 billion yuan in overall improvements to existing power plants to reduce air pollutant emissions through source management and end-of-pipe reduction.
In addition, TSMC has committed to obtain 20% of renewable energy for electricity consumption every year, and will use up to 50,500 tons/day of recycled water out of the 75,000 tons/day of new water use, using the most friendly way to reduce environmental burdens and regional water supply pressure. .
Lin Weicheng, director of Nanke Administration Bureau, said that Nanke pursues industrial development and is well aware of the importance of environmental protection. The park has complete environmental protection measures and supervision mechanisms. Investing in and setting up factories in the park will definitely implement environmental protection actions and protect the beauty together. 's home. With its consistent stance, execution and determination, Nanke uses the most serious and positive attitude to build a green and sustainable park, supporting and assisting the development of competitive and high-quality industries.
Lin Weicheng said that he will do his best to manage and maintain the environment of the park and face the guidance of committee members and environmental groups with the most sincere attitude. The review opinions will be clarified item by item and detailed responses will be given as soon as possible. Completing the submission review allows TSMC to invest with peace of mind.
Can the water and electricity problem be solved?
Last week, TSMC’s 3 nanometer factory’s “environmental discrepancy case” was stuck on water and electricity issues and failed; Taiwan’s “Minister of Economic Affairs” Shen Rongjin mobilized Taipower and related units yesterday (19th) to analyze whether the No. 1 unit of Xingda Gas Power Plant can be used The commercial transfer time has been advanced from 2023 to 2022, synchronizing with the mass production time of TSMC’s 3-nanometer factory to relieve concerns about the group.
Participants at the meeting revealed that when considering the schedule of the gas-fired units of Xingda Power Plant, in addition to the construction time, there are also factors with high uncertainty beforehand such as environmental impact assessment. After yesterday's meeting, there was still no guarantee that it would be possible to advance to 2022, but Taipower He said he would "work hard".
TSMC’s new 3-nanometer plant was going to pass the Environmental Impact Assessment Conference last Wednesday (14th), but the Environmental Impact Assessment Conference required the development unit to make additional corrections within three months on energy-saving measures, the deadline for achieving 20% renewable energy, and the control method. , and the internal discussion will be held at the next environmental impact assessment meeting.
Among them, Huantuan also questioned that the power consumption required for future operations of TSMC’s 5-nanometer factory under construction is 750,000 watts, and the power consumption required for the expansion of the 3-nanometer factory will reach 880,000 watts. The two combined It is almost equal to the power generation capacity of the four coal-fired units of Xingda Power Plant. If the old coal-fired units cannot be decommissioned and replaced before TSMC's 3-nanometer plant is put into operation at the end of 2022, it will only exacerbate the air pollution problem in the south.
Taipower explained that the electricity used by TSMC’s 5-nanometer and 3-nanometer fabs is supplied through Nanke’s ultra-high voltage substation, not by Xingda Power Plant’s dedicated lines. The Ministry of Economic Affairs also stated that the decommissioning of power plants involves the overall power supply situation, and it is impossible to decommission early due to a "single company case".
But since the Minister of Economic Affairs "heard" the environmental group's doubts, Shen Rongjin still approached TPC yesterday to discuss the possibility of decommissioning "further ahead of schedule."
Taipower stated that the "coal-to-gas" project of Xingda Power Plant is a "build first and then demolish" approach. The gas-fired units must be commercialized first before the coal-fired units will be decommissioned. According to Taipower's previous power development plan, after the new gas-fired unit 1 of Xingda Power Plant was commercialized in 2023, the coal-fired units 1 and 2 were also decommissioned in 2023 ahead of schedule. When the new Xingda Gas Unit 2 is put into commercial operation in 2024, the coal-fired units 3 and 4 will be converted into summer peak backup units.
As for the issue of TSMC’s renewable energy reaching 20%, the Ministry of Economic Affairs stated that it has asked the Energy Bureau to assist with energy-saving measures or purchase green power.
TSMC: Construction of 3nm wafer fab will start in 2020, with a budget exceeding US$20 billion
TSMC founder and chairman Zhang Zhongmou disclosed at a company meeting at the end of last year that TSMC will start construction of 3nm process wafer fab in 2020, but it will not It will go to the United States to set up a factory, but insists on staying in Taiwan, in the southern science and technology park to be precise.
Zhang Zhongmou pointed out that TSMC believes that the local government will solve the water, electricity and land issues required for the construction of 3nm factories and provide full assistance.
According to Zhang Zhongmou’s previous statement, the construction of 3nm factories is expected to cost more than 20 billion US dollars. It is also expected to drive relevant suppliers to follow up on the construction of factories and stimulate the economic development of Tainan area.
He did not disclose when the 3nm factory will be completed or when the new process will be mass-produced, but even if additional difficulties and challenges are not considered, it will be in 2023 at the earliest.
Even so, TSMC will still be significantly ahead of the industry giant Intel, which has not yet entered the 10nm process. According to the steps of using three generations of products for each generation of technology, it is likely to take ten years to achieve 3nm.
Zhang Zhongmou also predicts that TSMC’s revenue will increase by 5-10% in the next three years.
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