TSMC’s edge to stay in Taiwan: experts

STAYING AHEAD: TSMC’s planned 5 nanometer US plant would not start producing chips until 2024, when its Taiwan-based plant would be making 2 nanometer chips

Taipei Times
Date:  May 18, 2020
By: Staff writer, with CNA and Bloomberg

A man on a scooter passes a sign for Taiwan Semiconductor Manufacturing Corp near its headquarters in Hsinchu on Friday.
Photo: David Chang, EPA-EFE

Taiwan Semiconductor Manufacturing Co’s (TSMC, 台積電) plan to build an advanced wafer foundry in Arizona would not undercut its technological edge in Taiwan, economists said.

“When the planned Arizona plant using the 5 nanometer process starts production in 2024, TSMC will have advanced to the 2 nanometer process [in Taiwan],” Taiwan Institute of Economic Research (TIER, 台灣經濟研究院) research fellow Arisa Liu (劉佩真) said.

“Even if the US has the plant run by TSMC, Taiwan is expected to remain competitive as the Taiwanese semiconductor sector will own advanced technologies,” Liu said.

On Friday, TSMC announced plans to invest US$12 billion to build the 5 nanometer fab, saying that construction is scheduled to start next year.     [FULL  STORY]

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