TSMC may adjust Kaohsiung expansion plan by cancelling 7nm and further delaying 28nm till 2H25.

April 14, 2023

Key Takeaways:

 

  • TSMC may cancel its plans to expand its Kaohsiung fab for 7nm due to sluggish demand outlook and pollution concerns.
  • The expansion of 28nm in Kaohsiung may also be further delayed until no earlier than 2H25 due to the lack of a concrete decision on tool purchase until Y2024.
  • TSMC may prioritize its leading node expansions in Arizona and 28nm expansions in Kumamoto, Japan, to develop local manufacturing capabilities as urged by the respective governments.

 

Full insights are delivered in Apr. 7th weekly report.

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Authors

Lucy Chen

Lucy Chen, Vice President at Isaiah Research, has been working 25+ years in semiconductor industry. Focus on semiconductor engineering and supply chain research. Master in Application Chemistry, NCTU, Taiwan Currently as the Vice President at Isaiah Research and lead semiconductor research team to work on the supply chain analysis from IC design and IDM(Qualcomm, MediaTek, Intel, etc) to foundries(TSMC, Samsung, UMC, GlobalFoundries, SMIC) and OSATs(ASE,SPIL). Business development and customer management including raw materials and equipment suppliers, top tier foundries and smartphone brands. Used to work as the Engineering Director at Lam Research for 15+ years and Director of Technology & Marketing at SEZ Group. Focus on process engineering, product strategies planning, supply chain and customer management including foundries and memory.

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