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TSMC Launches Massive Expansion With 24 New Factories

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Well-known member
TSMC today held a 2nm Capacity Expansion Ceremony. 台積公司今日舉行2奈米擴產典禮.jpg


Taiwan’s TSMC (Taiwan Semiconductor Manufacturing Company) is also taking major steps to catch up with the higher demand for advanced chips. The company is building 24 new factories across the globe. The new factories will be in the United States, Europe, Japan, and China. The expansion will drastically increase TSMC’s global production capacity.

TSMC plans to establish nine such plants by 2025. Eight of them will be used for manufacturing chips and one for creating advanced packaging technology. Expansion at such a pace, however, is not without problems. One such big problem is hiring sufficient talented individuals to man the new facilities.

Hiring in nations like the United States is very costly. Wages there are very high and make the initial establishment of factories very costly. However, TSMC’s labor force has been expanding very fast. In 2019, the firm had about 51,000 employees. As of December 2024, the labor force had reached 83,825.

The growth is strong. TSMC added 1,300 more individuals in the first half of 2025. It hopes to have 90,000 by the conclusion of this year. It aims to have more than 100,000 employees around the world by 2026.

The main reason for this massive growth is the increasing demand for AI technologies. From cloud computing to intelligent devices, AI is creating a demand for improved and more powerful chips. TSMC would prefer to get ahead of the competition by investing big time now.

These investments carry risks. Global competition is rising. Supply chain management and getting sufficient skilled workers may be challenging. Nonetheless, TSMC’s positive track record of innovation and success indicates that it can manage these challenges successfully.

 
"Taiwan’s TSMC (Taiwan Semiconductor Manufacturing Company) is also taking major steps to catch up with the higher demand for advanced chips. The company is building 24 new factories across the globe....TSMC plans to establish nine such plants by 2025. Eight of them will be used for manufacturing chips and one for creating advanced packaging technology."

This looks like AI generated nonsense. Cliff Hou outlined TSMC's manufacturing plans last week: https://www.tsmc.com/english/node/223

TSMC Fabs 2025.jpg
 
"Taiwan’s TSMC (Taiwan Semiconductor Manufacturing Company) is also taking major steps to catch up with the higher demand for advanced chips. The company is building 24 new factories across the globe....TSMC plans to establish nine such plants by 2025. Eight of them will be used for manufacturing chips and one for creating advanced packaging technology."

This looks like AI generated nonsense. Cliff Hou outlined TSMC's manufacturing plans last week: https://www.tsmc.com/english/node/223

View attachment 3087

Heavens to Murgatroyd 😱
 
"Taiwan’s TSMC (Taiwan Semiconductor Manufacturing Company) is also taking major steps to catch up with the higher demand for advanced chips. The company is building 24 new factories across the globe....TSMC plans to establish nine such plants by 2025. Eight of them will be used for manufacturing chips and one for creating advanced packaging technology."

This looks like AI generated nonsense. Cliff Hou outlined TSMC's manufacturing plans last week: https://www.tsmc.com/english/node/223

View attachment 3087

I was wondering where the author got the information about '24' new fabs. Could it be that Fab24 at ESMC makes the author believe there are 24 new fabs under construction?
 
Let's see 24 fabs at $10B each is $240B. TSMC has deep pockets, but not that deep. This doesn't pass the sniff test. :)
Leading edge fab was $20 billion if I remember so it would be $480 billion if only it had one more fab it would be $500 billion the magic number everyone is saying 🙂.
 
Last edited:
"Taiwan’s TSMC (Taiwan Semiconductor Manufacturing Company) is also taking major steps to catch up with the higher demand for advanced chips. The company is building 24 new factories across the globe....TSMC plans to establish nine such plants by 2025. Eight of them will be used for manufacturing chips and one for creating advanced packaging technology."

This looks like AI generated nonsense. Cliff Hou outlined TSMC's manufacturing plans last week: https://www.tsmc.com/english/node/223

View attachment 3087

AI generated article claiming 24 is par for AI (garbage in, garbage out). 🤣

The number 24 includes existing facilities.

AI generated this list:

~Estimated List of 24 TSMC Factories (Existing and Planned)

Wafer Fabs (19)
Existing (12):
1. Fab 12 (Taiwan, 12-inch, Hsinchu)
2. Fab 14 (Taiwan, 12-inch, Tainan)
3. Fab 15 (Taiwan, 12-inch, Taichung)
4. Fab 18 (Taiwan, 12-inch, Tainan)
5. 8-inch Fab 1 (Taiwan)
6. 8-inch Fab 2 (Taiwan)
7. 8-inch Fab 3 (Taiwan)
8. 8-inch Fab 4 (Taiwan)
9. 6-inch Fab (Taiwan)
10. TSMC Nanjing (China, 12-inch)
11. TSMC Washington (USA, 8-inch, WaferTech)
12. TSMC China (Shanghai, 8-inch)

Planned/New (7):
13. Hsinchu Baoshan (Taiwan, 2nm, 2025)
14. Kaohsiung P1 (Taiwan, 2nm, 2025)
15. Arizona Fab 21 Phase 1 (USA, 4nm, 2024)
16. Arizona Fab 21 Phase 2 (USA, 3nm, 2028)
17. Kumamoto JASM 1 (Japan, 12/22/28nm, 2024)
18. Kumamoto JASM 2 (Japan, 6/7nm, 2027)
19. Dresden ESMC (Germany, 28nm/12nm, 2027)

Packaging Fabs (3)
Existing (2):
20. Advanced Backend Fab 6 (Taiwan, Zhunan, 3DFabric, 2023)
21. Chunan Fab (Taiwan, SoIC, 2021)

Planned (1):
22. Tongluo Science Park (Taiwan, 3DFabric, post-2025)

Other Facilities (2)
Existing (1):
23. Global R&D Center (Taiwan, Hsinchu, 2023)

Planned (1):
24. Arizona R&D Center (USA, post-2025)
 
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