台积电成熟制程，有变

Core Insights - TSMC is expanding its operations in the U.S. by acquiring land in Arizona for over $197 million (approximately NT$6.227 billion) to support its production and operational needs [1] - There are rumors that TSMC plans to transfer some mature process equipment from Taiwan to its partner, World Advanced, in Singapore, which could enhance TSMC's advanced process capacity [2] - Qualcomm is in discussions with Samsung for 2nm wafer foundry services, potentially breaking TSMC's exclusive hold on Qualcomm's advanced process orders [4][5] Group 1: TSMC's U.S. Expansion - TSMC announced the acquisition of new land in Arizona, covering an area of 3,652,651 square meters, to support its expansion plans and respond to strong long-term AI-related demand [1] - The company is currently in a quiet period before its earnings call and has not commented on the rumors regarding the transfer of equipment to Singapore [1] Group 2: Equipment Transfer Rumors - Market speculation suggests that TSMC is moving some mature process equipment to World Advanced's 12-inch factory in Singapore to free up space for advanced process equipment [2] - If true, this move could accelerate TSMC's advanced process layout in both Taiwan and the U.S., potentially boosting future performance [2] Group 3: Qualcomm and Samsung Collaboration - Qualcomm's CEO confirmed discussions with Samsung for 2nm wafer foundry services, marking a return to collaboration after years of exclusivity with TSMC [4] - Samsung is reportedly offering wafer foundry prices that are at least 30% lower than TSMC's, aiming to secure Qualcomm's future orders [4][5] - Qualcomm's upcoming flagship chip, the Snapdragon 8 Elite Gen 6, may adopt a dual-foundry strategy, utilizing both TSMC and Samsung to mitigate supply chain risks and reduce costs [5]