TSMC plans more 3nm chip factories in big Taiwan production push

Posted:
in General Discussion edited June 2022
TSMC is further increasing its footprint in Taiwan by building four more facilities valued at $10 billion apiece in its production hub in Tainan, intended for the manufacture of 3-nanometer chips.




Apple chip partner TSMC has been working to expand production in a bid to address the global chip shortage. While attempts elsewhere in the world are slowly progressing, work in its native Taiwan is going at a much faster pace.

Following the completion of four new facilities in an industrial park in the city of Tainan as part of TSMC's production hub, the company is starting construction on another four fabs, reports Nikkei Asia. Each of the construction projects will reportedly cost TSMC around $10 billion, and forms part of a $120 billion investment spree.

All four of the new projects are said to house production lines to make 3-nanometer chips. Future products that could be made at these facilities can include Apple's SoCs, including Apple Silicon and A-series chips.

TSMC declared on Friday that it intends to shift to 2-nanometer chip mass production by 2025.

The four facilities are only part of a larger plan to construct more facilities for the company across the island. At least 20 factories are either under construction or have been recently completed, with the projects creating more than 2 million square meters of floor space.

Taiwan isn't the only country where TSMC is building factories, as one Arizona plant project valued at $12 billion is expected to complete construction in March 2023. TSMC has also reportedly negotiated with Singapore's Economic Development Board about a new facility.

Read on AppleInsider

Comments

  • Reply 1 of 15
    ciacia Posts: 260member
    When China takes back Taiwan it's going to really hurt the west.  All these chip facilities will disappear overnight.
    entropysB-Mc-Cmartenf
  • Reply 2 of 15
    KuyangkohKuyangkoh Posts: 838member
    cia said:
    When China takes back Taiwan it's going to really hurt the west.  All these chip facilities will disappear overnight.
    West….Diversify now forever be held hostage 
    libertyandfree
  • Reply 3 of 15
    KuyangkohKuyangkoh Posts: 838member
    Or forever***hehe
  • Reply 4 of 15
    ClarusClarus Posts: 48member
    cia said:
    When China takes back Taiwan it's going to really hurt the west.  All these chip facilities will disappear overnight.
    Kuyangkoh said:
    West….Diversify now forever be held hostage 
    That is precisely why the last paragraph talks about upcoming facilities being constructed in Arizona USA, and Singapore. TSMC and Apple probably are already deep into contingency planning for if/when China tries to turn Taiwan into the next Ukraine. Everybody knows China is likely to be as ruthless and unconcerned with civilians and scorched earth as Russia.
    h2p
  • Reply 5 of 15
    B-Mc-CB-Mc-C Posts: 41member
    Clarus said:
    cia said:
    When China takes back Taiwan it's going to really hurt the west.  All these chip facilities will disappear overnight.
    Kuyangkoh said:
    West….Diversify now forever be held hostage 
    That is precisely why the last paragraph talks about upcoming facilities being constructed in Arizona USA, and Singapore. TSMC and Apple probably are already deep into contingency planning for if/when China tries to turn Taiwan into the next Ukraine. Everybody knows China is likely to be as ruthless and unconcerned with civilians and scorched earth as Russia.
    But the $12B plant in Arizona pales in comparison to the $40B in new plants that were announced in this article for Taiwan (and only represents 10% of the recent $120B spending spree). It’s likely being built there just to keep Apple happy, and they probably have first right of refusal for all of the Arizona capacity.

    It’s far more likely that these plants are Taiwan’s hostages. In other words, “the West will only be forced to go to war for us if we keep most of our plants right here.”
    danoxviclauyycrecoveryboy
  • Reply 6 of 15
    melgrossmelgross Posts: 33,549member
    The plant in Arizona, according to tsmc is for 5nm, not 3nm.
    muthuk_vanalingamblastdoor
  • Reply 7 of 15
    ciacia Posts: 260member
    One plant in Arizona doesn't mean squat when the chips still need to be shipped to China where the actual computers are being built.
    wxchaser
  • Reply 8 of 15
    I guess this is quicker solution to the shortage but it makes you worry about the long term in the event China finally takes over the country.  
  • Reply 9 of 15
    danoxdanox Posts: 3,003member
    B-Mc-C said:
    Clarus said:
    cia said:
    When China takes back Taiwan it's going to really hurt the west.  All these chip facilities will disappear overnight.
    Kuyangkoh said:
    West….Diversify now forever be held hostage 
    That is precisely why the last paragraph talks about upcoming facilities being constructed in Arizona USA, and Singapore. TSMC and Apple probably are already deep into contingency planning for if/when China tries to turn Taiwan into the next Ukraine. Everybody knows China is likely to be as ruthless and unconcerned with civilians and scorched earth as Russia.
    But the $12B plant in Arizona pales in comparison to the $40B in new plants that were announced in this article for Taiwan (and only represents 10% of the recent $120B spending spree). It’s likely being built there just to keep Apple happy, and they probably have first right of refusal for all of the Arizona capacity.

    It’s far more likely that these plants are Taiwan’s hostages. In other words, “the West will only be forced to go to war for us if we keep most of our plants right here.”

    True, but China is winning without firing a shot, most of America’s or Russia’s current problems are self inflicted resource sapping wars, unless they do something stupid the next half century appears to be their’s.

    Has anyone heard any news on that Thorium Reactor, that China built?, it is supposed to begin testing last September 2021?
  • Reply 10 of 15
    blastdoorblastdoor Posts: 3,349member
    Clarus said:
    cia said:
    When China takes back Taiwan it's going to really hurt the west.  All these chip facilities will disappear overnight.
    Kuyangkoh said:
    West….Diversify now forever be held hostage 
    That is precisely why the last paragraph talks about upcoming facilities being constructed in Arizona USA, and Singapore. TSMC and Apple probably are already deep into contingency planning for if/when China tries to turn Taiwan into the next Ukraine. Everybody knows China is likely to be as ruthless and unconcerned with civilians and scorched earth as Russia.
    I wish they were deep into contingency planning, but I suspect it’s more likely Apple is just beginning to get past the denial stage while TSMC/Taiwan is hoping those fabs encourage the US to defend Taiwan (so don’t want a contingency plan). It could be that the better contingency plan for Apple is Samsung or Intel. 
  • Reply 11 of 15
    blastdoorblastdoor Posts: 3,349member
    danox said:
    B-Mc-C said:
    Clarus said:
    cia said:
    When China takes back Taiwan it's going to really hurt the west.  All these chip facilities will disappear overnight.
    Kuyangkoh said:
    West….Diversify now forever be held hostage 
    That is precisely why the last paragraph talks about upcoming facilities being constructed in Arizona USA, and Singapore. TSMC and Apple probably are already deep into contingency planning for if/when China tries to turn Taiwan into the next Ukraine. Everybody knows China is likely to be as ruthless and unconcerned with civilians and scorched earth as Russia.
    But the $12B plant in Arizona pales in comparison to the $40B in new plants that were announced in this article for Taiwan (and only represents 10% of the recent $120B spending spree). It’s likely being built there just to keep Apple happy, and they probably have first right of refusal for all of the Arizona capacity.

    It’s far more likely that these plants are Taiwan’s hostages. In other words, “the West will only be forced to go to war for us if we keep most of our plants right here.”

    True, but China is winning without firing a shot, most of America’s or Russia’s current problems are self inflicted resource sapping wars, unless they do something stupid the next half century appears to be their’s.

    Has anyone heard any news on that Thorium Reactor, that China built?, it is supposed to begin testing last September 2021?
    China *was* winning until Russia fired a shot and Xi shot off his mouth. Now the veil has been lifted and the world sees what China has become and what it intends. 

    And actually, it’s not even clear China was “winning.” The Chinese face many serious problems. They might be peaking as a world power, which makes them more dangerous. Beware an old man in a hurry.
    edited June 2022
  • Reply 12 of 15
    danoxdanox Posts: 3,003member
    blastdoor said:
    danox said:
    B-Mc-C said:
    Clarus said:
    cia said:
    When China takes back Taiwan it's going to really hurt the west.  All these chip facilities will disappear overnight.
    Kuyangkoh said:
    West….Diversify now forever be held hostage 
    That is precisely why the last paragraph talks about upcoming facilities being constructed in Arizona USA, and Singapore. TSMC and Apple probably are already deep into contingency planning for if/when China tries to turn Taiwan into the next Ukraine. Everybody knows China is likely to be as ruthless and unconcerned with civilians and scorched earth as Russia.
    But the $12B plant in Arizona pales in comparison to the $40B in new plants that were announced in this article for Taiwan (and only represents 10% of the recent $120B spending spree). It’s likely being built there just to keep Apple happy, and they probably have first right of refusal for all of the Arizona capacity.

    It’s far more likely that these plants are Taiwan’s hostages. In other words, “the West will only be forced to go to war for us if we keep most of our plants right here.”

    True, but China is winning without firing a shot, most of America’s or Russia’s current problems are self inflicted resource sapping wars, unless they do something stupid the next half century appears to be their’s.

    Has anyone heard any news on that Thorium Reactor, that China built?, it is supposed to begin testing last September 2021?
    China *was* winning until Russia fired a shot and Xi shot off his mouth. Now the veil has been lifted and the world sees what China has become and what it intends. 

    And actually, it’s not even clear China was “winning.” The Chinese face many serious problems. They might be peaking as a world power, which makes them more dangerous. Beware an old man in a hurry.
    China appears to be winning on all fronts except for a few tech large companies in Silicon Valley all of whom are currently under attack from within the west ie.. Washington DC and the EU. 

    The big US companies aren’t saints either hiring Pinkerton’s to crush unions won’t help long term either. China is focused, Russia however is on it’s last legs as a superpower they will joining the UK as a enfeebled has been infrastructure and a terminally non functioning ill economy is slowly killing them…
  • Reply 13 of 15
    blastdoorblastdoor Posts: 3,349member
    danox said:
    blastdoor said:
    danox said:
    B-Mc-C said:
    Clarus said:
    cia said:
    When China takes back Taiwan it's going to really hurt the west.  All these chip facilities will disappear overnight.
    Kuyangkoh said:
    West….Diversify now forever be held hostage 
    That is precisely why the last paragraph talks about upcoming facilities being constructed in Arizona USA, and Singapore. TSMC and Apple probably are already deep into contingency planning for if/when China tries to turn Taiwan into the next Ukraine. Everybody knows China is likely to be as ruthless and unconcerned with civilians and scorched earth as Russia.
    But the $12B plant in Arizona pales in comparison to the $40B in new plants that were announced in this article for Taiwan (and only represents 10% of the recent $120B spending spree). It’s likely being built there just to keep Apple happy, and they probably have first right of refusal for all of the Arizona capacity.

    It’s far more likely that these plants are Taiwan’s hostages. In other words, “the West will only be forced to go to war for us if we keep most of our plants right here.”

    True, but China is winning without firing a shot, most of America’s or Russia’s current problems are self inflicted resource sapping wars, unless they do something stupid the next half century appears to be their’s.

    Has anyone heard any news on that Thorium Reactor, that China built?, it is supposed to begin testing last September 2021?
    China *was* winning until Russia fired a shot and Xi shot off his mouth. Now the veil has been lifted and the world sees what China has become and what it intends. 

    And actually, it’s not even clear China was “winning.” The Chinese face many serious problems. They might be peaking as a world power, which makes them more dangerous. Beware an old man in a hurry.
    China appears to be winning on all fronts except for a few tech large companies in Silicon Valley all of whom are currently under attack from within the west ie.. Washington DC and the EU. 

    The big US companies aren’t saints either hiring Pinkerton’s to crush unions won’t help long term either. China is focused, Russia however is on it’s last legs as a superpower they will joining the UK as a enfeebled has been infrastructure and a terminally non functioning ill economy is slowly killing them…
    The reason I think China is peaking is a combination of demographics and their stage of development. The era of big growth fueled by an expanding population of prime-aged workers who are playing technological catch-up is coming to an end. Now China has to contend with a shrinking population of prime-aged workers and the need to innovate, not just copy. Also, everyone now sees that China cannot be trusted, which will add new friction to everything China tries to do. 

    These are not insurmountable problems. China could evolve. But current leadership seems to be heading in exactly the wrong direction. I think this is because they are more interested in pushing nationalist glory than peace and prosperity. In other words, Xi wants to "make China great again." His (and Putin's) best hope is for US democracy to fail and for Trump (or another Trumpy autocrat) to become dictator for life. 
    tmay
  • Reply 14 of 15
    melgrossmelgross Posts: 33,549member
    danox said:
    blastdoor said:
    danox said:
    B-Mc-C said:
    Clarus said:
    cia said:
    When China takes back Taiwan it's going to really hurt the west.  All these chip facilities will disappear overnight.
    Kuyangkoh said:
    West….Diversify now forever be held hostage 
    That is precisely why the last paragraph talks about upcoming facilities being constructed in Arizona USA, and Singapore. TSMC and Apple probably are already deep into contingency planning for if/when China tries to turn Taiwan into the next Ukraine. Everybody knows China is likely to be as ruthless and unconcerned with civilians and scorched earth as Russia.
    But the $12B plant in Arizona pales in comparison to the $40B in new plants that were announced in this article for Taiwan (and only represents 10% of the recent $120B spending spree). It’s likely being built there just to keep Apple happy, and they probably have first right of refusal for all of the Arizona capacity.

    It’s far more likely that these plants are Taiwan’s hostages. In other words, “the West will only be forced to go to war for us if we keep most of our plants right here.”

    True, but China is winning without firing a shot, most of America’s or Russia’s current problems are self inflicted resource sapping wars, unless they do something stupid the next half century appears to be their’s.

    Has anyone heard any news on that Thorium Reactor, that China built?, it is supposed to begin testing last September 2021?
    China *was* winning until Russia fired a shot and Xi shot off his mouth. Now the veil has been lifted and the world sees what China has become and what it intends. 

    And actually, it’s not even clear China was “winning.” The Chinese face many serious problems. They might be peaking as a world power, which makes them more dangerous. Beware an old man in a hurry.
    China appears to be winning on all fronts except for a few tech large companies in Silicon Valley all of whom are currently under attack from within the west ie.. Washington DC and the EU. 

    The big US companies aren’t saints either hiring Pinkerton’s to crush unions won’t help long term either. China is focused, Russia however is on it’s last legs as a superpower they will joining the UK as a enfeebled has been infrastructure and a terminally non functioning ill economy is slowly killing them…
    China has numerous problems. Their economy is in major trouble because of the real estate problems, and now, it’s in big trouble because of Xi’s zero Covid policies. As their population crashes over the next few decades (estimates are 780 million by 2050) it will be old and therefor unable to meet the needs of the retired population, or the workforce needed to keep the country on top of manufacturing.

    the country is undergoing a lap it military buildup as it knows the US is moving from a force aimed at wars in places such as Afghanistan to a major power conflict. They know that then the change is done, they won’t be able to compete, so they’re working on the buildup now, before we get there. But when we do, they’re fleet and other major military atms will be obsolete, so that’s a problem for them.

    when China was coming out of the Mao era, it had nothing. So moving at a 10-12% economic clip was easy. But now, it’s much more difficult, as the jaw of large numbers comes into play, and as pay and benefits begin to rival other powers, and they lose their advantages. In another ten years, at most, manufacturing in China will cost as much, or, with the high shipping costs, more than here. Their advantage will be lost. And the US is still the second largest manufacturing and export nation. We were the first until the Bush recession knocked us out of that spot.
    tmay
  • Reply 15 of 15
    The 2nm and 3nm chip applications in space and defense will be revolutionary. Perhaps Taiwan already has concluded that China would have no interest in the island without the factories, so simply making it clear the factories would self-destruct if China invaded could put an end to all huffing and puffing from Beijing... Apple and world peace would be preserved. End of story -
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