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:
www.taipeitimes.com
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 to double its capacity expansion - Taipei Times
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www.taipeitimes.com
