TSMC Arizona plant: Delayed start by one year

TSMC Arizona plant: Delayed start by one year

-Severe shortage of human resources in the United States-

ーSemiconductor factory construction rushー

We will deliver a summary from the latest article of EE Times Japan.

TSMC’s new U.S. factory:

TSMC has postponed the start of operations at its new U.S. factory by one year.

The shortage of human resources in the US semiconductor industry has had a major impact.

If human resources cannot be secured, the effect of US semiconductor support measures will be halved.

Postponement of start-up by one year:

In July 2023, the start of operations at the new plant in Arizona, USA will be delayed from 2024 to 2025.

In the global semiconductor industry, the shortage of talent is the biggest hindrance to growth.

In the United States, the employment quota of 100,000 skilled workers has not been filled.

EE Times interview:

The CHIPS Act in the United States magnifies this problem.

The CHIPS Act put US$200 billion into building new factories in Texas and Arizona.

However, the employment quota for 100,000 skilled workers will not be filled.

McKinsey: Ondrej Burkacky

At many levels, the shortage of human resources is a problem.

The shortage of manpower extends from the construction sector to the whole.

America’s skilled semiconductor engineers are retiring due to aging.

“Young human resources necessary for semiconductor manufacturers” cannot be found.

TSMC countermeasures:

Send talented engineers from Taiwan to the new plant in Phoenix, Arizona.

However, he did not disclose the number.

Semiconductor Factory: Construction Rush Around the World

ーTSMC will build foundries in the U.S., Japan, and Germanyー

-85 factories to start construction around the world from 2021 to 2023-

We will deliver a summary from the article published in EE Times.

Semiconductor factories around the world:

TSMC will build foundries in the US, Japan and Germany.

It is expressed in clear numbers.

Number of semiconductor factory construction starts:

The figure shows the number of semiconductor factory starts worldwide.

Global surge:

In 2018-2020, there were 64 factories.

In 2021-2023, 85 factories will be built.

US semiconductor regulations for China:

This is a strict measure of a different dimension.

In the future, it will cause enormous damage to the Chinese semiconductor industry.

Building foundries in the U.S., Japan, and Germany:

Because of its relationship with China, “TSMC has decentralized production capacity.”

The construction of foundries in the United States, Japan, and Germany is “essential for Taiwan’s contingency plans.”