2024-02-24 22:25:34
TSMC’s Kumamoto factory opened on the 24th. Founder Zhang Zhongmou said that with the help of AI, more wafer factories will be promoted in the future, and TSMC will continue to play a key role. (Photo/AP)
[周刊王CTWANT] TSMC has taken a big step forward in its global layout. The US$8.6 billion (approximately NT$271.4 billion) JASM Kumamoto Factory 1 officially opened on the 24th and will introduce 12 (16) and 28 (22) nanometer mature processes. Founder Zhang Zhongmou said in his speech that he has recently discussed with many AI people In terms of production capacity, with the help of AI in the next few years, wafer production capacity will no longer be just tens of thousands or hundreds of thousands of pieces, but will require 3, 5 or even 10 wafer fabs. TSMC will continue to lead the AI era of chips.
Zhang Zhongmou’s words were interpreted by the outside world as soon as they came out, and they coincided with OPEN AI CEO Altman’s recent fundraising and planning to build several wafer fabs. Zhang Zhongmou added that through the assistance of artificial intelligence, there will definitely be more demand for semiconductors in the future, and TSMC will become a key player in the world’s move into the AI era.
The opening ceremony of TSMC’s Kumamoto Factory 1 was co-hosted by the three giants Zhang Zhongmou, Liu Deyin, and Wei Zhejia. It attracted nearly 400 technology and political heavyweights, including National Development Council Chairman Gong Mingxin, TSMC Senior Vice President Qin Yongpei, former TSMC Chairman Zeng Fancheng, etc. people. Japanese Prime Minister Fumio Kishida sent his blessings in the form of a pre-recorded video and officially announced subsidies to TSMC to strongly support TSMC’s continued factory expansion.
According to estimates from the Kyushu Economic Survey Association, a Japanese think tank, the economic benefits created by TSMC in 10 years will be at least 20 trillion yen, driving up Kumamoto’s housing prices, prices and talent.
TSMC’s Kumamoto Factory 1 announced the construction of the factory in November 2021 and started construction in April 2022. The construction will be completed within two years and will be mass-produced in the fourth quarter of this year, with a monthly production capacity of 55,000 12-inch wafers. The factory is built by a Taiwan-Japanese joint venture, with TSMC accounting for 50% to 70%, Japan’s Sony Semiconductor (SSMC) regarding 20%, and Toyota Group’s Denso (DENSO) 10%. In the future, the Kumamoto Factory II is expected to advance the process to 6 nanometers. rice.
Sony President Kenichiro Yoshida revealed that he originally wanted to negotiate a purchase contract with TSMC three years ago, but Wei Zhejia directly negotiated with them to jointly build a wafer factory. He mentioned that Sony has sent 200 employees to JASM to learn logic semiconductor production and manufacturing. valuable experience.
Gong Mingxin attended as the largest shareholder of TSMC and emphasized that the opening of the Kumamoto factory has two important significances. First, as far as TSMC is concerned, it is expected to further consolidate the semiconductor ecosystem. Secondly, from a government perspective, Taiwan-Japan cooperation will greatly improve the resilience of the global semiconductor supply chain. It also explained that TSMC’s most advanced 2nm and 1.4nm are still developed in Taiwan, and its overseas deployment is mainly to strengthen the resilience of its own supply chain.
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