james juang
Member
Another important announcement is to build a 22-28nm fab in Japan. It is interesting to know that Japan is willing to take a “half-node” approach (the best Japan’s logic fab is 40 nm) and to pay 50% upfront (~3.5 Billion USD). The caveat is that the chips should supply Japan’s internal use first. With this fab, Japan could be free from auto chip shortage in the future and assure herself a spot in the EV revolution as batteries and chips are two key components.
With the conclusion of this negotiation, up next is the EU-TSMC. Will EU take a half-node like Japan or a full-node like 2nm? These negotiations can’t be taken lightly because the EU and Japan make up more than 40% of the TSMC suppliers, and most of them have no second source.
With the conclusion of this negotiation, up next is the EU-TSMC. Will EU take a half-node like Japan or a full-node like 2nm? These negotiations can’t be taken lightly because the EU and Japan make up more than 40% of the TSMC suppliers, and most of them have no second source.