A report published by Taiwan’s Economic Daily (UDN) on Tuesday suggests that TSMC’s fab evaluation team is planning to: Investigation German site. As rumored, the world’s largest contract chip maker’s decision to open a foundry in Germany could have significant ramifications for the region, creating a thriving semiconductor ecosystem on the continent like Intel’s. It may affect rivals who wish to do so.
Some ideas may be hiding behind TSMC’s purported expansion plans in Europe. First, continental Europe is relatively wealthy and home to several industrialized countries that are home to many companies that require semiconductor components to complete their products. Second, countries like Taiwan, which are allies of the United States, avoid building new semiconductor facilities in Communist Party-controlled countries because they do not want to run counter to U.S.-China sanctions. , as we see it, TSMC has made a series of investments in Germany (a megasite with two chip fabs), France (a design and R&D hub), and Italy (advanced semiconductor packaging and assembly). Afterwards, Intel doesn’t want to dominate the European market. ) was established at the doorstep of important European high-tech companies such as automotive and aerospace.
The idea of TSMC opening a fab in Europe, despite its appeal, was never finalized, sources told UDN. According to them, the German government has invited his TSMC to set up there, and in particular he is mentioned a 12-inch wafer fab. However, no decision has been made as the TSMC fab evaluation team is planning an excursion in Germany. It’s nice to hear whispers about towns and cities that could be on TSMC’s shortlist, but we’re not there yet. Will it be as bold as it is, or will it stick to its current policy of establishing old established nodes outside the country, or will it return the crown jewel to its homeland of Taiwan?
Regarding TSMC’s German plans, there was a statement from Chairman Mark Liu, only saying it was too early to confirm anything at the evaluation stage. In any event, for the time being, TSMC’s official communications are closed due to rules and regulations regarding significant announcements prior to earnings reporting.
TSMC’s third-quarter earnings report comes out every Thursday (October 13), followed by the usual earnings announcements. Hopefully, if UDN’s report proves to be true and fruitful, we’ll soon be able to ponder the size of TSMC’s European plans and see how they can be measured against Intel’s plans. .
Rumors of TSMC’s German expansion plans date back to the summer of 2021.
