Recently, TSMC's 2nm process development seems to be gradually on track. Some media reports say that TSMC plans to spend NT $1trillion (about RMB 226.1 billion) to build a new wafer factory, which is specifically responsible for the production of 2nm chips, in Taichung City, Taiwan, China, China.
At present, TSMC operates two wafer factories in the region, both in the Central Science Park. One of them is gigafab, which is one of the four large wafer factories of TSMC, and produces more than 9million 12 inch wafers annually. It is said that TSMC has submitted relevant documents to the local competent authorities. Although the target land has shortcomings such as small area, it can meet TSMC's transportation requirements because it is located at the traffic intersection.
In addition, there is a recent rumor that TSMC's Arizona fab is facing recruitment difficulties. TSMC reiterated its plan to start operation in 2024 and shared videos and photos of the construction process. Intel also has semiconductor production facilities in the state and is currently expanding.
Lee Jae Yong, the actual head of Samsung, will soon go to Europe for a two-week visit. It is widely speculated in the industry that the visit of Samsung leaders is related to the semiconductor business. It is said that lizairong will go to ASML in the Netherlands, which may involve the purchase of extreme ultraviolet (EUV) lithography machines. South Korea is one of ASML's largest markets, accounting for one third of its revenue.
Recently, Samsung announced a five-year investment plan of US $355billion, mainly involving the semiconductor and biopharmaceutical fields, which is also the largest investment in Samsung's history to ensure that it is still in a leading position in technology. Samsung hopes to catch up with its competitor TSMC in the field of wafer foundry by 2030, and it is necessary to increase the capacity of EUV lithography machines. It is said that Samsung also intends to acquire NXP semiconductor (NXP) to narrow the gap with TSMC and better lay out in the automotive chip market.