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Japanese media reports that Denso (an automotive component manufacturer) will be joining TSMC's join venture with Sony on setting up a wafer manufacturing plant in Japan (via Nikkan Kogyo Simbun). The news outlet reports that Sony and Denso will jointly invest in the venture and that TSMC will hold 50% of the shares while the rest are held by Japanese investors (including Sony, Toyota and Denso). Total investment is estimated to be worth about $8.95 billion USD.
I cannot see how this can be a good idea for TSMC. It's good some other people are interested in sharing the investment risk, but more so these people are here to reap the likely profits and join the foundry side of the business. If TSMC agrees to this, what can they say if Apple, Qualcomm, AMD, Intel and other cash-rich customers make the same demand?
I cannot see how this can be a good idea for TSMC. It's good some other people are interested in sharing the investment risk, but more so these people are here to reap the likely profits and join the foundry side of the business. If TSMC agrees to this, what can they say if Apple, Qualcomm, AMD, Intel and other cash-rich customers make the same demand?
Japanese media reports that Denso (an automotive component manufacturer) will be joining TSMC's join venture with Sony on setting up a wafer manufacturing plant in Japan (via Nikkan Kogyo Simbun). The news outlet reports that Sony and Denso will jointly invest in the venture and that TSMC will hold 50% of the shares while the rest are held by Japanese investors (including Sony, Toyota and Denso). Total investment is estimated to be worth about $8.95 billion USD.
www.taiwannews.com.tw