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台积电美国厂,产能被疯抢
半导体行业观察· 2025-08-25 01:46
Core Viewpoint - TSMC is accelerating the construction and production timelines of its Arizona factories in response to strong demand from major clients like Apple, AMD, and NVIDIA, despite the higher costs associated with U.S. manufacturing [2][3][4]. Group 1: TSMC's Expansion Plans - TSMC's first Arizona factory is set to begin mass production of 4nm technology in Q4 2024, with plans for the second factory to adopt 3nm technology and potentially start production as early as 2026 [2][5]. - The third factory is under construction and will utilize 2nm and A16 process technologies, with production timelines being expedited due to strong AI-related demand [3][10]. - TSMC's overall investment in U.S. facilities is projected to reach $165 billion, including six wafer fabs and two advanced packaging plants [5]. Group 2: Client Demand and Pricing - Major clients, including NVIDIA and OpenAI, are increasingly relying on TSMC for advanced semiconductor manufacturing, with NVIDIA's CEO confirming orders for various products including CPUs and GPUs [2][3]. - AMD's CEO noted that chips produced in Arizona are 5% to 20% more expensive than those made in Taiwan, reflecting the higher operational costs in the U.S. [4]. - TSMC has acknowledged that the higher costs of U.S. production will dilute its gross margins by approximately 2% to 3% in the initial years, increasing to 3% to 4% later on [3][7]. Group 3: Financial Performance - TSMC's Arizona factory has begun contributing positively to revenue, reporting an investment gain of 6.447 billion TWD, marking a significant turnaround after four years of losses [7]. - The profitability of the Arizona facility is attributed to high capacity utilization, with major clients like Apple and AMD filling orders rapidly [7][8]. - In contrast, TSMC's Kumamoto factory in Japan continues to operate at a loss due to lower capacity utilization and market demand challenges [7][8]. Group 4: Future Production Capacity - TSMC plans to ramp up production capacity for its 2nm technology, with expectations of reaching a monthly capacity of 100,000 wafers by the end of 2026 [11]. - The company is adjusting its production plans based on client demand and market conditions, ensuring that the expansion in the U.S. does not significantly detract from its Taiwanese operations [11].
运营4年,消息称台积电美国半导体工厂首次盈利
Sou Hu Cai Jing· 2025-08-23 06:55
Core Insights - TSMC's Arizona factory is projected to achieve a net profit of 4.52 billion NTD (approximately 1.065 billion RMB) in the first half of 2025, a significant turnaround from a loss of 4.34 billion NTD (approximately 1.023 billion RMB) in the same period last year [1][3] Group 1: Financial Performance - The Arizona facility's strong market demand and high capacity utilization are key factors contributing to the expected profitability [1] - TSMC's joint venture in Kumamoto, Japan, is expected to incur a loss of 4.52 billion NTD in the first half of 2025, worsening from a loss of 1.48 billion NTD in the previous year [3] Group 2: Production and Technology - The first phase of TSMC's Arizona factory is set to begin mass production in Q4 2024, utilizing 4nm process technology to serve major clients like Apple, NVIDIA, and AMD [3] - The second phase of the Arizona factory will adopt a more advanced 3nm process, enhancing TSMC's competitiveness in the high-performance chip market [3] Group 3: Government Subsidies - TSMC received a total of 67.13 billion NTD in government subsidies from the US, Germany, and Japan in the first half of 2025, a substantial increase from 7.96 billion NTD in the same period last year [3] - These subsidies are primarily aimed at offsetting costs related to fixed asset procurement and alleviating capital expenditure pressures associated with overseas expansion [3]
事关日本厂,台积电表示:无法评论
半导体芯闻· 2025-07-16 10:44
Core Viewpoint - TSMC's Kumamoto 2 factory in Japan has begun construction on surrounding facilities, with the main construction expected to continue in the second half of the year, reflecting the Japanese government's expectations [1][2]. Group 1: TSMC's Operations and Developments - The Kumamoto 2 factory will be a focal point in TSMC's upcoming earnings call, with significant attention on its operational outlook and the impact of U.S. tax developments and currency fluctuations on TSMC's performance [2]. - TSMC's investment strategy is influenced by customer demand, business opportunities, operational efficiency, government support, and economic costs, with the company asserting that its U.S. investment plans will not affect existing investments in other regions [2]. - TSMC's first joint venture factory in Kumamoto is set to begin mass production in 2024, alongside a joint venture factory in Dresden, Germany [3].
三星440亿美元晶圆厂,延期了
半导体行业观察· 2025-07-04 01:13
Core Viewpoint - Samsung has delayed the production plans for its Texas Taylor factory due to insufficient customer demand and misalignment with current semiconductor technology needs [1][2]. Group 1: Investment and Expansion Plans - Samsung initially invested $17 billion in the Taylor factory, which is set to double to $44 billion by 2024, including the construction of an advanced facility and expansion of R&D efforts [1]. - The factory's construction is reported to be 92% complete as of March 2024, with the completion date pushed from the original schedule to October [1][2]. Group 2: Market Demand and Competition - The originally planned 4nm process node for the factory is facing low demand, leading to a shift towards a more advanced 2nm process to compete with TSMC and Intel [1][2]. - TSMC currently holds a dominant position in the global foundry market with a market share of approximately 68%, while Samsung's market share stands at 7.7% [2]. Group 3: Challenges in Production and Technology - The transition to 2nm manufacturing involves significant costs and complexities, including the need for advanced equipment like EUV lithography machines [3][4]. - Samsung's chip manufacturing division is reportedly facing yield issues, which has led to the recall of key personnel and limited on-site staff [4]. Group 4: Geopolitical and Market Dynamics - Geopolitical changes and U.S. restrictions on high-end chip production in China have added pressure on Samsung, resulting in lower capacity utilization compared to industry averages [4]. - Despite the challenges, Samsung aims to continue the construction of the Taylor factory by 2026, as operationalizing the facility is crucial for accessing funding from the CHIPS Act [5].
三星代工,再失大客户?
半导体芯闻· 2025-05-06 11:08
Core Viewpoint - AMD has reportedly abandoned its 4nm orders with Samsung Foundry, likely shifting to TSMC due to Samsung's underperformance in the semiconductor industry [1][2]. Group 1: AMD's Shift in Partnerships - AMD has decided to forgo its 4nm orders with Samsung and is expected to turn to TSMC for production in the U.S. [1] - The specific reasons for this shift have not been disclosed, but it is likely linked to Samsung's poor performance and TSMC's attractive offerings [1]. - AMD's dual-sourcing strategy involved extensive collaboration with Samsung on the SF4X process, covering EPYC server CPUs, Ryzen APUs, and Radeon GPUs [1]. Group 2: Samsung's Market Position - Samsung's foundry business is struggling to gain industry recognition despite its diverse product range and substantial capacity [1]. - The exit of a major partner like AMD is a negative signal for Samsung, which needs to enhance its reputation in the chip industry [1]. - However, there are indications that companies like NVIDIA are interested in Samsung's 2nm process, suggesting potential future opportunities [2]. Group 3: TSMC's Advancements - TSMC's Arizona facility is currently mass-producing 4nm processes, and AMD is likely to enter this field following its agreement with TSMC [2]. - AMD has ordered high-end 2nm "Venice" server CPUs and is producing the Ryzen 9000 series consumer CPUs, indicating a significant shift in its collaboration with TSMC [2]. - AMD is one of the first companies to gain exclusive rights to the 2nm process, highlighting a transformative change in its partnerships [2].