Analysts says TSMC expansion in Arizona will not affect Taiwan operations
Analysts says TSMC expansion in Arizona will not affect Taiwan operations
2022-11-22
An analyst says that TSMC’s planned expansion in the U.S. will not be detrimental for the firm’s plans in the Southern Taiwan Science Park. On Monday, the founder of the chipmaking giant stated that the firm’s planned fab in the U.S. state of Arizona will eventually produce 3-nanometer chips. That’s the same advanced processes planned for Taiwan, which have given rise to speculation that the firm could reduce the scope of its Taiwan plans. The analyst says there is no need to worry. He says that by the time the Arizona plant is capable of producing 3-nanometer chips, the fab in Taiwan will have already moved on to more advanced processes, like 2-nanometer chips, or even chips under 2 nanometers.
TSMC is expanding in the U.S. state of Arizona with a plant to produce 5-nanometer chips. The firm’s founder has confirmed that the second stage for the plant will be to make 3-nanometer chips.
The company itself has not made any comment on the matter. Reports say that, if the firm does move production to Arizona, that could bring changes to the firm’s plans in the Southern Taiwan Science Park, which was expected to become a production base for 3-nanometer chips. Production capacity for about 20,000 chips could potentially be transferred to the U.S., making the Taiwan plans smaller. That could have a knock-off effect on real estate due to the transfer of workers to the U.S. TSMC has not rejected or confirmed the reports. An analyst says there is no need to worry.
Ray Yang
Industrial Technology Research Institute
By the time the plant in Arizona starts mass-producing 5-nanometer chips, Taiwan will already be producing 2-nanometer chips. So by the time the Arizona plant produces 3-nanometer chips, I think Taiwan will already have entered 2-nanometer-chip production. Or even chips under 2 nanometers.
The expert says that although TSMC is subject to much geopolitical pressure, its R&D, as well as its upstream and downstream supply chains are all in Taiwan. With production costs being much lower in Taiwan than in the U.S., it’s unlikely to abandon Taiwan. Over on the stock market, investors are optimistic about the chipmaker. TSMC shares on Tuesday continued rallying to close up NT$9 at NT$491.
3奈米"赴美"恐影響國產? 專家:台灣會發展2奈米
2022-11-22
晶圓代工龍頭台積電到美國亞利桑那州設5奈米廠，即將在12月6號舉行移機典禮，但台積電創辦人張忠謀表示，不只5奈米，最先進的3奈米製程也會在美國生產，引發各界憂心，擔心以3奈米製程為生產基地的南科，恐怕會縮小規模，對此台積電不回應，不過專家要大家不用擔心，在先進製程上，台灣向來是「首發」，當亞利桑那州廠在導入3奈米時，台灣早就發展2奈米以下。
晶圓代工龍頭台積電到美國亞利桑那州投資5奈米晶圓廠，台積電創辦人張忠謀證實，3奈米是第二階段計畫。
對此，台積電低調回應，尚無進一步消息，但現在傳出，一旦屬實，原本規劃以3奈米製程為生產基地的南科，恐怕有2萬片產能得移往美國，不僅規模縮小，恐怕連房地產也會受衝擊、甚至有更多員工赴美。對於業界傳言，台積電不回應，但專家說，不用擔心。
[[工研院產科策略發展所研究總監 楊瑞臨]]
“開始量產5奈米的時候，其實我預期台灣就會有2奈米，等到那個亞利桑那州的廠導入3奈米的同時，我相信台積在台灣一定會已經進入到2奈米，甚至2奈米以下。”
專家認為，儘管台積電飽受地緣政治影響，但研發、不少上中下游供應都在台灣，生產成本遠遠低於美國，不可能’’去台化’’，未來前景備受看好，從台積電股價就能看出端倪，早就甩開陰霾，週二股價繼續衝，收盤上漲9元，來到491元。
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