TSMC says it plans to spend $100B over the next three years to expand its chip fabrication capacity
Bloomberg Debby Wu
Related Coverage
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Discussion
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@gravicle
@gravicle
on x
Intel plans to spend $20B over the next 4 years to dig itself out of a 5yr hole. While TSMC is spending $100B over the next 3 to leapfrog even further. They are just in different leagues now. The kind of lead Intel used to have but squandered. https://asia.nikkei.com/...
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@ctnzr
Bryan Catanzaro
on x
Intel in 2007 was concerned about Innovator's Dilemma disruption to its CPU business, and so it started the Atom line to make x86 cheaper. But it somehow overlooked its core competency of the time: chip manufacturing. Now TSMC has fully disrupted them. https://asia.nikkei.com/...
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@alistairmbarr
Alistair Barr
on x
Are Intel shareholders ok with the company spending $100 billion on a foundry business? https://www.bloomberg.com/...
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@stevehouf
Steve Hou
on x
So the U.S. as a country is investing $200B per year on infrastructure as the most ambitious “one in a generation” effort. TSM, a chip manufacturer in Taiwan, is investing $33B/year or 1/6 of the U.S. entire infrastructure plan? https://twitter.com/...
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@nikkeiasia
@nikkeiasia
on x
“It's economically unrealistic for all the countries to build additional chip production capacity,” says chairman of Taiwan Semiconductor Manufacturing Co., the world's biggest contract chipmaker. https://asia.nikkei.com/...
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@chengtingfang
Cheng Ting-Fang
on x
Head of TSMC and also Chairman of Taiwan Semiconductor Industry Association defends Taiwan for the criticism that its leading position in global chip production was to blame for the serious chip shortage @NikkeiAsia https://asia.nikkei.com/...
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@fritz844
Fritz
on x
“Liu also confirmed for the first time that there is a serious “double-booking” effect in the industry, in which clients place orders for more chips than they actually intend to use.” https://asia.nikkei.com/...
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@taylorschaude
Taylor Schaude
on x
Big move for the Taiwan ecosystem https://twitter.com/...
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@ericjhonsa
Eric Jhonsa
on x
$TSM guided for 2021 capex of $25B-$28B, and might spend ~$4.5B this year on R&D. This comment suggests their capex/R&D spend will average ~$33.5B-$35B/year in 2022 and 2023, with maybe ~$27.5B-$29B/year spent on capex (assuming R&D grows ~20%/year). https://www.bloombergquint.co…
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@sub8u
Subrahmanyam Kvj
on x
Semiconductor manufacturing is not for the faint of heart, or the wallet. Cautionary tale from China. https://www.npr.org/... https://twitter.com/...
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@pstasiatech
Paul Triolo
on x
Yes, been saying this for some time.. The head of world's biggest contract chipmaker has said the rush by major economies to onshore semiconductor production is “unrealistic” and that expanding capacity would not help alleviate the global chip shortage. https://asia.nikkei.com/..…
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@counternotions
Kontra
on x
Wuhan Hongxin Semiconductor Manufacturing is one of six multibillion-dollar chip projects to fail in China in the last two years. (Turns out it ain't that easy.) https://www.npr.org/...