strategic Semiconductors
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TSMC, Samsung Electronics, and Intel Corporation's global production presence.TSMC a strong presence in Asia, with its main manufacturing facilities located in Taiwan. TSMC is also expanding its production capacity in Europe, with a new fab (fabrication plant) under construction in Dresden, Germany. This will make TSMC the only foundry (amongst the three mentioned foundries) with a presence in all three major regions: Asia, Europe, and the United States.
Samsung Electronics has a strong presence in South Korea. Samsung is also planning to build a new fab in Texas, but it is not yet clear when this fab will be operational.
Intel Corporation has several fabs located in the United States, and it is also building new fabs in Arizona, Ohio, and Germany. However, Intel has yet to prove that it can be a competitive foundry player.
GlobalFoundries already have a presence in all three major regions (but the its most advanced node is only 12nm in Dresden, Germany)
Meanwhile, the race is on for the sub-2nm process. TSMC, Samsung, and Intel are all working on developing this technology. The announced roadmaps:TSMC 2nm-1.4nm high-volume in 2025-2026 (Taiwan)
Samsung Electronics 2nm high-volume in 2025 (South Korea and maybe Texas)
Intel Corporation 2nm internal production in 2024-2026 (Arizona, Ohio, Germany, and Israel) - Intel has to prove a high utilization rate to attract customers for its foundry business.
The global chip shortage has highlighted the importance of having a diversified supply chain. By expanding its production capacity in Europe, TSMC is taking a step in the right direction. However, it remains to be seen if Intel will be able to compete with TSMC and Samsung in the foundry market.
In a previous post, we talked about the announced semiconductor investmentsGlobally https://lnkd.in/eFc5KR39
and in US https://lnkd.in/eVzXqYXe
Strategic semiconductors
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