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台积电1.4nm,重磅好消息
半导体行业观察· 2025-04-12 01:18
Core Viewpoint - TSMC's advanced 1.4nm manufacturing plant plan in Central Taiwan Science Park (CTSP) is progressing, with the completion of land transfer expected by June, allowing construction to begin in the third quarter [1][3]. Group 1: Plant Construction and Timeline - The construction of TSMC's 1.4nm plant, designated as Fab 25, will include four facilities, with the first expected to begin risk production by the end of 2027 and full-scale production in the second half of 2028 [1][2]. - The initial timeline for land transfer was set for May, but it has been delayed by approximately one quarter, which TSMC can manage through expedited construction [1][2]. Group 2: Investment and Equipment - Each 1.4nm extreme ultraviolet (EUV) lithography machine costs between 6 billion to 10 billion NTD, with the total investment for a single 1.4nm plant projected to exceed 300 billion NTD, leading to a cumulative investment of 1.2 trillion to 1.5 trillion NTD for all four planned facilities [1][2]. - TSMC has notified suppliers to prepare the necessary equipment for the 1.4nm process, with plans to install a trial production line at the Hsinchu Baoshan second factory this year [1]. Group 3: Land Acquisition and Legal Issues - The land acquisition process for the CTSP expansion, covering an area of 89.75 hectares, has been completed, with the land now transferred to state ownership [2]. - The delay in land transfer was due to compensation disputes between the management of the golf course and its members, leading to legal proceedings [2].