TSMC: Arizona second factory will start operation after 2027
・Delayed start of semiconductor production at Arizona factory
・Japan’s Kumamoto factory started mass production in October this year
We bring you a summary of the article published on Bloomberg (January 19th).
TSMC’s Arizona factory:
The delay in the start of semiconductor production at the Arizona factory will deal a blow to the Biden administration’s semiconductor strategy.
TSMC Arizona factory operation:
TSMC will proceed with construction in Arizona, USA.
It is a semiconductor factory worth 40 billion dollars (5.95 trillion yen). .
TSMC once again announced that the start of semiconductor production at its first and second factories will be delayed.
Start of operation of Arizona second factory:
Previously, TSMC had scheduled the second factory to start operations in 2026.
However, semiconductor production will start in 2027 or 2028.
Explanation from TSMC executives:
Previous guidance for the start of operations at the second Arizona plant was scheduled to start in 2026.
This will be pushed back to 2027 or 2028, he said.
Start of production at the first Arizona factory:
It was previously announced that the start of production at the first factory will be delayed to 2025.
Explanation from TSMC executives:
TSMC announced in July last year that the start of production of 4nm semiconductors at its first Arizona factory will be delayed to 2025.
The reason for the postponement of the start of production is ‘lack of skilled labor and rising costs.’
A blow to Biden administration efforts:
Based on the CHIPS Act, the company plans to strengthen semiconductor component manufacturing in the United States.
This TSMC announcement deals another blow to the Biden administration.
TSMC financial results announcement:
On January 18th, TSMC held a press conference in Taipei to announce its financial results.
TSMC Chairman Liu Deyin:
TSMC makes decisions about overseas operations based on ‘customer needs and necessary government subsidies and support.’
He added that he is currently in discussions with the US government regarding incentives and tax credits.
TSMC has previously announced that it will manufacture 3nm semiconductors at its second factory.
TSMC Hwang In-chao CFO:
TSMC has delayed the schedule for the second plant in light of the delay in the operation of the first plant.
Postponing the operation of the second factory means a delay of up to two years.
That’s enough time for one generation of semiconductor technology to advance.
Biden administration grants:
One year has passed since the enactment of the CHIPS Act to support domestic semiconductor manufacturing in the United States.
However, the Biden administration has not yet provided subsidies to major semiconductor manufacturers such as TSMC and Intel.
So far, it has only provided financial support to two small companies.
SMC’s Kumamoto factory:
TSMC announced its Arizona business plan in the US earlier than its Kumamoto factory in Japan.
TSMC has already received financial support from the Japanese government.
According to the latest information provided by TSMC, the Kumamoto factory is scheduled to begin production in the second half of 2024.
https://www.bloomberg.co.jp/news/articles/2024-01-19/S7HNXDT0G1KW00
TSMC: Opening ceremony for Kumamoto factory held in February
We will provide you with a summary of articles published in ANN News.
TSMC: Information session for corporations
On January 18th, TSMC held an information session for corporations in Taiwan.
The company announced that the opening ceremony for its Kumamoto factory, which is currently under construction in Kikuyo-cho, Kumamoto Prefecture, will be held on February 24th.
”We plan to start mass production as early as October this year.”
Semiconductor manufacturing at the Kumamoto factory:
Kumamoto factory
Manufacture semiconductor chips with electronic circuit line widths of 12 nm or more.
Taiwan factory
The company will increase its manufacturing capacity for the latest, higher-performance 3nm semiconductors.
The company aims to mass produce 2-nanometer semiconductors in 2025.
https://news.yahoo.co.jp/articles/14ba6a2ae4060d064eb279943c07e7bab727df4e
About TSMC:JASM
What is Japan Advanced Semiconductor Manufacturing (JASM)?
Taiwan Semiconductor Manufacturing Company Limited (TSMC)
TSMC is a pioneer in the pure-play foundry business model.
TSMC is a majority-owned subsidiary established in Kumamoto Prefecture.
Sony and Denso:
This is TSMC’s first semiconductor manufacturing factory in Japan.
Sony Semiconductor Solutions and Denso participate as minority shareholders.
Semiconductor manufacturing items:
1. Manufactured using 22/28nm process technology,
2. Manufactured using 12/16nm FinFET process technology,
Responsible for manufacturing two types of semiconductors. Responding to strong global demand for semiconductors.
Start of production of JASM:
Construction is expected to begin in April 2022, with production expected to begin by the end of 2024.
JASM production capacity:
Create jobs for 1,700 people skilled in cutting-edge technology.
Monthly production capacity is expected to be 55,000 wafers (300mm wafers).