News TSMC's overseas expansion will only contribute 10% of the foundry's production capacity: Report

[Admin]

TSMC's fabs in Germany, Japan, and the U.S. will contribute 10% of the company's capacity, so 90% of TSMC's output will remain in Taiwan.

TSMC's overseas expansion will only contribute 10% of the foundry's production capacity: Report : Read more

 

[Newoak]

Unfortunately, those diverse construction crews, will only keep working together, as long as the American government pays them. Once it stops, it will be like it never was. More needs to be done to educate the privelaged and largely homogenous workforce of big tech as to the tremendous advantage of diversity Billions in profits could be being missed out on. In G-d I trust.

 

[Amdlova]

Sure with 30% premium what they say will charge for every chip off Taiwan..
Who will want waste money outside Taiwan...

 

[KnightShadey]

TSMC's fabs in Germany, Japan, and the U.S. will contribute 10% of the company's capacity, so 90% of TSMC's output will remain in Taiwan.

TSMC's overseas expansion will only contribute 10% of the foundry's production capacity: Report : Read more

If that's capacity from top to bottom, that's still quite a lot of production.
TSMC makes not only has production of 3,5,7nm chips for the latest & greatest, but also has loads of customer production on legacy 7, 12/14/16, 28, 40, 65, 90nm.

The point isn't to offshore production for value or to impact Taiwan's economy, just to ensure there is some should the Chinese question become a statement. With intel's fabs' fortunes slowly improving also, that will be sufficient for 'security concerns'.

 

[usertests]

Sure with 30% premium what they say will charge for every chip off Taiwan..
Who will want waste money outside Taiwan...

It's not in TSMC's interest to build a factory that makes an unsellable product. And yes, they are paying for most of it, not the U.S. government.

In the worst case scenario, Taiwan gets hit by the worst earthquake or invasion, and U.S. fabs become money printers going brrr. As long as the rest of the supply chain is available...

Even if the process nodes are lagging behind Taiwan, they could create some high volume products that are good for the U.S. market, or chiplets that can be used such as I/O dies and 3D cache. They plan to produce N2 GAAFET chips at the second fab, so it's not like N5/N4 are the end of the line.