台积电启动产能大挪移：传将部分成熟制程设备转至世界先进新加坡厂

Group 1 - TSMC (Taiwan Semiconductor Manufacturing Company) announced an investment of over $197 million (approximately NT$6.227 billion) to acquire new land in Arizona for expanding operations and production [1] - The company is reportedly considering transferring some mature process equipment from Taiwan to its 12-inch plant in Singapore, which would create more space for new machinery and increase advanced process capacity in Taiwan [1][2] - TSMC's Chairman, C.C. Wei, indicated in a previous earnings call that the company is intensifying its U.S. expansion efforts to meet strong long-term demand related to AI [1] Group 2 - The market speculates that TSMC's potential transfer of mature process equipment to the Singapore plant could lead to an upgrade of mature processes to special processes, thereby increasing the overall capacity for advanced processes and advanced packaging [2] - Although TSMC and the related company, World Advanced, did not comment on the rumors, the market reacted positively, with World Advanced's stock price rising significantly [2] - If TSMC proceeds with the transfer, it is expected to enhance its focus on special process applications, with the share of special processes in mature processes potentially exceeding 80% [2]