According to multiple local media reports in Taiwan Province of China, TSMC President Wei Zhejia said that TSMC has been actively investing in factory expansion in Hsinchu, Tainan, and Kaohsiung in recent years. In order to consider the balance of production capacity and risk diversification, Taichung must be one of the options for factory expansion.
To exchange views on the investment environment, Wei Zhejia recently visited Taichung City and said that Taichung is one of the options for expansion. Industry analysts believe that judging from the supervisors accompanying Wei Zhejia, this visit may be related to the expansion plan in Taichung. TSMC plans to expand its 2nm plant in Baoshan, Hsinchu Science Park. If the land in Hsinchu Science Park is insufficient, TSMC may expand its 2nm production capacity in Taichung.
Wei Zhejia believes that the excellent conditions and advantages that Taichung possesses make high-tech talents very willing to stay in Taichung, and Taichung is also one of the options for planned factory expansion.
Semiconductor industry analysts believe that Wei Zhejia is primarily responsible for TSMC's operations, and that he has not made routine visits to local governments of factory locations in previous years. In addition, his companion Wang Yinglang is in charge of TSMC's 12-inch wafer factory, Zhuang Zishou is responsible for the planning, design, construction and maintenance of the new factory, and Li Junxian is responsible for operational resource planning and strategic planning. It is reasonable to speculate that Wei Zhejia's visit this time may be related to the Taichung factory expansion plan.
According to TSMC's October earnings conference, Wei Zhejia revealed that TSMC's 2nm process technology will be mass-produced in 2025. According to TSMC's plan, a 2nm factory will be set up in Baoshan land in Hsinchu Science Park. Currently, the Hsinchu Science Park Administration is handling the relevant land acquisition operations, but if the land in Hsinchu Science Park is insufficient, TSMC may expand its 2nm production capacity in Taichung.
Industry insiders believe that TSMC recently decided to build a factory in Kaohsiung to produce 7nm and 28nm process chips, and Southern Science Park will be the production base for 5nm and 3nm advanced processes. In order to achieve a balanced layout in the north, central and southern regions, Taichung will be one of TSMC's key areas for expanding advanced process production capacity in the future.
IT Home learned that TSMC maintains a consistent attitude towards its factory expansion plan, claiming that it does not rule out any possibilities and that there are many considerations for the location of the factory. It will actively cooperate with the management bureau to evaluate suitable land for semiconductor factory construction in Hsinchu, Taichung and Kaohsiung.
As for water use in the technology industry, relevant personnel in Taichung City pointed out that there are already many companies in Taichung City that use recycled water, including TSMC, AUO, and Zhonglong. They have all negotiated with the government to obtain 100,000 tons of recycled water every day to ensure that there is no problem with water use and allow water resources to be reused.
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