Thursday, September 14th 2023
TSMC Reportedly Considering Expansion of Japanese Fab
TSMC's Japanese facilities are set to fabricate "mature-technology chips" (28 nm and 22 nm) once construction at the site concludes next year—this $8.6 billion fab on Kyushu Island is proving to be a promising prospect for company leadership back in Taiwan. A Reuters report suggests that more ambitious plans are afoot for Japan as a key production base—two anonymous insiders claim that problems encountered at the Arizona plant have caused a shift in focus onto other global TSMC sites.
There is potential for further expansion and upgrades in Kikuyo, Kumamoto Prefecture—TSMC has reportedly taken an "increasingly optimistic view" of Japan's work culture, relatively cheap-to-build facility and a co-operative government. A smooth ramp-up of the first fabrication facility is the primary goal in 2024, but adjusted plans could add more capacity. The insiders think that a second site is also a possibility, with consideration for more advanced chip making.
Sources:
Reuters, Wccftech, Japan Times (old report)
There is potential for further expansion and upgrades in Kikuyo, Kumamoto Prefecture—TSMC has reportedly taken an "increasingly optimistic view" of Japan's work culture, relatively cheap-to-build facility and a co-operative government. A smooth ramp-up of the first fabrication facility is the primary goal in 2024, but adjusted plans could add more capacity. The insiders think that a second site is also a possibility, with consideration for more advanced chip making.
7 Comments on TSMC Reportedly Considering Expansion of Japanese Fab
Most likely you have *TONS* of old node chips in a wide variety of consumer electronics at home, work, school, and your vehicles. If it plugs into wall electricity, it doesn't need peak performance-per-watt characteristics.
Nothing new about repurposing old foundry lines. The semiconductor industry has been doing this for decades, ever since they set up the second node. A lot of technologists can't see the forest for the trees.
www.anandtech.com/show/17470/tsmc-to-customers-time-to-stop-using-older-nodes-move-to-28nm
They just think that you just leave the 7nm node at the curb and the garbage truck will haul it away.
That's not how the semiconductor industry works. Too often in these tech Q&A forums, there are people with zero business knowledge. They can recite all the specs from the latest CPU and maybe even those from twenty years ago, but they don't actually understand the technology business (or any big business for that matter).
Apple has been pre-paying for years, providing cash for these new fabs, basically helping financing them. That's why they soak up the majority of TSMC's capacity on the latest and greatest node. They have first call to use the line.
Most readers here should know about this, it is repeatedly described by tech media over years and years. That's why TSMC's Arizona fab is a big deal. Same with the one in Germany. It's not like they can tell Arizona to piss off, pack everything up on trucks (uh, lorries), and move it to Utah.
Remember, these fabs don't even like to take breaks. It takes time/money to recalibrate the equipment, now more than ever. They want these lines to run 24x7 for years and years, not just one smartphone or GPU generation.