TSMC invested heavily in new technology, Samsung and Intel are not to be outdone

Publisher:不染尘埃Latest update time:2022-01-04 Source: 爱集微Keywords:TSMC Reading articles on mobile phones Scan QR code
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Recently, TSMC has decided to build a 100-hectare factory in the Central Science Park in Taichung, with a total investment of NT$800 billion to NT$1 trillion (approximately US$28.9 billion to US$36.1 billion). This investment includes the future 2nm process factory, and the subsequent 1nm process factory will also be located in the park.

The industry expects that TSMC's 2nm process will be put into trial production in 2024 and mass production in 2025, and the 1nm process will follow. In addition, after 1nm, TSMC will enter the newer generation of "angstrom" process (angstrom is one-tenth of nanometer). The angstrom generation process intends to be located in Kaohsiung, but TSMC has not confirmed it.

TSMC's old rivals Samsung and Intel are not sitting still. Shortly after Samsung's head Lee Jae-yong visited the United States, Samsung officially announced that it would build a chip production base in Texas, USA, at a cost of US$17 billion, and it would be put into production as early as 2024; Intel had previously lagged behind in process technology, but after experiencing a shakeup at the top, it recently announced a plan to invest 30 billion ringgit (about US$7.1 billion) in Malaysia, and will build a packaging and testing production line in Malaysia in the next 10 years, intending to return to the table.

In terms of market share, TSMC is undoubtedly in the upper hand, but Samsung and Intel have also begun to increase their investment. The chip shortage caused by the epidemic is seen as a rare opportunity to overtake, and the current expansion is just the firing line for the subsequent arms race.


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