The fastest start in 2023: TSMC plans to build 6 7nm chip factories

According to media reports, the supply chain revealed that TSMC plans to build another major production center in Kaohsiung, Taiwan, mainly using 7nm. The preliminary plan is to build 6 factories there. The industry estimates that the total investment will be as high as hundreds of billions of Taiwan dollars, and the fastest is 2023. Started in the year.

In this regard, TSMC did not comment yesterday, emphasizing that everything is based on the company's external announcements. TSMC emphasized that there are many considerations for the choice of plant location and does not rule out any possibility.

It is worth noting that at the end of August, there was news that TSMC had sent a price increase notice to customers, and it will take effect immediately.

According to reports, this is a comprehensive price increase. Both mature and advanced processes will be adjusted upwards by 10-20%. Among them, advanced processes of 7nm and below will increase by 10-15%, and mature processes will increase by 20%.

In addition, while TSMC’s own price increases, there is also news that TSMC will require suppliers to cut prices by 15% in order to further increase its gross profit margin, thereby reducing operating costs.

According to reports, TSMC currently has four 12-inch ultra-large fabs, four 8-inch fabs and one 6-inch fab in Taiwan, a total of nine plant sites.

It is worth mentioning that recently it was reported that TSMC will go to the United States to build a 5nm factory. In order to reduce costs and increase the engineering yield, TSMC intends to use "China "Taiwan manufacturing whole plant export, shipping to the United States for assembly" strategy.

It is understood that TSMC will ship the equipment from Taiwan, China to the United States by sea. TSMC is expected to need 4000 to 5000 containers to transport the equipment at a cost of at least NT$3 billion.

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