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TSMC shares soar to NT$819 and Taiex picks up 378 points to close at record high

TSMC shares soar to NT$819 and Taiex picks up 378 points to close at record high

2024-04-09

TSMC has announced another expansion in the U.S. state of Arizona. It’s a third fab scheduled to be completed by 2030, specializing in 2-nanometer chips or more advanced processes. The news bumped up TSMC’s shares by NT$36 to close at NT$819 on Tuesday, a record high. The rise also propped up Taiwan shares, which picked up 378 points to close at a record-breaking 20,796. Let’s hear from a semiconductor industry expert.

Nobunaga Chai
Semiconductor industry expert
The first two fabs aren’t yet operational so the announcement of a third fab at this point is largely because of demands and pressures from the U.S. Department of Commerce. The U.S. is aiming to have a 20% share of global advanced chip production by 2030, or even more. Although the U.S. subsidies are just within expectations, or perhaps even not as good as expected, costs in the U.S. are much higher than in Taiwan. TSMC’s challenges in the U.S. will only truly start after operations kick off.

The White House and the U.S. Department of Commerce have announced up to US$6.6 billion in subsidies for TSMC, as well US$5 billion in low-interest loans. The third fab will bring TSMC’s total investments in the project from US$40 billion to US$65 billion, of which about 10% is subsidized.

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台積電819元天價助攻! 台股大漲378點再創新高

2024-04-09

台積電宣布擴大在亞利桑那州的投資,要蓋第三座晶圓廠,預計2030年前生產2奈米或更先進製程。這項消息也帶動公司股價大漲36元,收在819元,創歷史新高,也同步讓台股指數創歷史新高紀錄,終場大漲378點,收在20796點。

[[光電協進會特約顧問 柴煥欣]]
“(前兩座廠)都還沒有任何營運的狀況,所以說現在就馬上宣布了三廠,宣布的時間,絕大多數都是來自於,美國商務部方面的要求以及壓力,也是希望能夠儘早在2030年之前,(全球先進製程占比)能夠拉到20%,甚至是以上。(美國補助的部分來看),僅能算是一個,符合預期甚至是低於預期,(美國)成本本來就是,高於台灣非常的多,正式開始投產之後的話,其實台積電所要面臨的挑戰,才是正式開始而已”

美國白宮和商務部同步宣告,最多將補助台積電66億美元,和50億美元低利率貸款,台積電投資金額將從原本的400億美元,推升到650億美元,拿到約1成補助。

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