TSMC's Wei Zhejia: Semiconductor shortage will last until next year, and mature process shortage will last until 2023-EEWORLD

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Today (15th), TSMC held an earnings conference. In response to the outside world's concerns about market demand and chip shortages, President Wei Zhejia said that overall semiconductor demand remains strong and the production capacity shortage will last until 2022; among them, the shortage period will continue until 2023 because new production capacity for mature processes will not be opened until 2023.

At the meeting, TSMC also announced that its capital expenditure this year will be increased from the previously announced US$25 billion to US$28 billion to US$30 billion, a huge increase of 74% over last year.

TSMC CFO Huang Renzhao said that due to the application trends such as 5G and high-efficiency computing, in order to cope with future demand growth, it has decided to increase capital expenditure this year to US$30 billion, of which 80% will be used for advanced processes such as 3nm, 5nm and 7nm, 10% will be used for mass production of advanced packaging technology, and 10% will be used for special processes.

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