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TSMC to double its capacity expansion

prime007

Active member
Taipei Times recently published an article that summaries the action(s) we're seeing from TSMC. The pure-play foundry plans to "roughly double its capacity expansion over the next 3 years to cope with rapidly growing demand for chips in HPC and electronic devices.

Key points:
  • 1. TSMC expects global semiconductor industry to show compound annual growth of more than 10 percent from 2021-2025. This outplaces growth of 7% from 2015-2020 and 3% growth from 2000-2015.
  • 2. To seize this opportunity, TSMC is approximately doubling the pace of its capacity expansion from 2020-2023.
  • 3. Rapid expansion would widen the lead it has over its closest foundry competitor (TSMC total capacity last year was 3X greater than its rival's foundry capacity)
  • 4. Taiwan has an advantage over other countries/regions in helping chipmakers build cost-effective fabs
 
TSMC is in an excellent position to crush the competition. Let's hope Intel and Samsung provide a viable foundry alternative at some point in time other than the "Not TSMC" market segment. And at some point in time the carbon footprint people will be coming to the semiconductor industry so good luck to those 200mm fabs.
 
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