Zhang Zhongmou, the founder of TSMC, confirmed that TSMC's 3nm process will go to the United States to set up a factory for production.

(file photo)

[Reporter Xu Ziling/Taipei Report] Zhang Zhongmou, founder of TSMC (2330), a leading wafer foundry, confirmed that TSMC’s 3nm process will also be moved to the United States for production, which has caused some people to speculate on topics such as the migration of semiconductor technology.

However, experts say that the 3nm process in the U.S. factory should not be mass-produced until 2027. By then, Taiwan will have already entered 2nm production, and TSMC’s advanced manufacturing process will still be in Taiwan.

Liu Peizhen, director of the Industrial Economics Database of the Taiwan Institute of Economics, said that Mr. Zhang Zhongmou mentioned that TSMC will mass-produce 3nm process in the second phase of Arizona plant. Judging from the current market plan, the first phase of Arizona plant will start 5 nanometers in 2024. For the nanometer process, the construction of 3nm factories will not start until 2025, so the mass production time should fall in 2027, when Taiwan's overall production capacity will also advance to 2nm, and even enter the research and development of 1.4nm.

Please read on...

She emphasized that, overall, TSMC's advanced manufacturing center is still located in Taiwan, while the 3nm process of the US plant is still "indicatively significant". After all, the US plant's production capacity accounts for a relatively low proportion of Taiwan's overall production capacity.

In addition, the government has recently introduced a draft of the "Taiwan version of the chip law" to provide incentives for chip manufacturers to take root in the country, and Taiwan will not be hollowed out.

Liu Peizhen pointed out that the cost of producing wafers in the United States is relatively high. If TSMC’s 3nm process in Arizona can be contracted by a large company such as Apple, it will have a considerable impact on the capacity utilization of TSMC’s US plant.

Grasp the pulse of the economy with one hand I subscribe to Free Finance Youtube channel

Already added friends, thank you

Welcome to 【Free Finance】

feel good

Already liked it, thank you.

related news