TSMC may adjust Kaohsiung expansion plan by cancelling 7nm and further delaying 28nm till 2H25.
April 14, 2023
Key Takeaways:
- TSMC may cancel its plans to expand its Kaohsiung fab for 7nm due to sluggish demand outlook and pollution concerns.
- The expansion of 28nm in Kaohsiung may also be further delayed until no earlier than 2H25 due to the lack of a concrete decision on tool purchase until Y2024.
- TSMC may prioritize its leading node expansions in Arizona and 28nm expansions in Kumamoto, Japan, to develop local manufacturing capabilities as urged by the respective governments.
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