Foundry Business and Market Trend Report ｜ August 2023
September 30, 2023
Key Takeaways:
TSMC 2nm Construction Updates:
- TSMC's 2nm construction sites are likely to be located at Fab12B and Fab20 in Hsinchu, and Fab22 in Kaohsiung.
- As for Taichung, there might be pending in the schedule due to environmental concerns.
TSMC Arizona Fab 21 Operation Updates:
- TSMC’s Fab 21 operations has been significantly delayed by initial tool installations due to constructions and administrative delays, followed by prolonged EUV lithography tool setups.
- The short-loop risk production, the prelude for site qualification, is estimated to be a quarter delay from 3Q23 to 4Q23.
- The pilot-line after the successful site qualification is expected to be 2 quarters delay due to longer-than-expected EUV lithography tool setup.
CanSemi Capacity Expansion Plan Updates:
- CanSemi’s P3 construction commenced 3Q22 and is projected to reach MP in 2H24.
- The primary products are expected to include IGBT, MS, and BCD, with production capacities of approximately 33~35%, 27~29%, and 36~38%, respectively.
Table: CanSemi Capacity Expansion Plan in Y2023~Y2025
The information we shared is only a short excerpt of our monthly report. If you have further interest in our research and findings, we would be happy to provide you with a more detailed and comprehensive report that includes additional insights and data points. Please contact us to access our full insights.
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.
