Taiwan Style Circuit Manufacturing Company (TSMC) set up factories in Arizona, USA three years ago, but the mass production time was postponed from early 2024 to 2025.TSMC Chairman Liu Deyin admitted on Wednesday that TSMC will start a large -scale factory overseas at the first overseas factory.
Liu Deyin gave a speech on Wednesday (September 6) at the Master Forum (CEO Summit) at the "Semicon Taiwan 2023 International Semiconductor Exhibition", and made the above explicit interview with the media.
Liu Deyin said that the delay in mass production was caused by the lack of professional talents in Arizona's factory in Arizona. The local union anti -controlled control TSM is trying to introduce a lower salary foreign worker.The establishment of a factory in Arizona is the first large -scale factories in TSMC. This is a process of learning, which is also a test for the local area.He specifically clarified, "You don't have to make a fuss. Building a factory in a new place cannot be as smooth as Taiwan."
Liu Deyin emphasized that TSMC's colleagues in the United States have a high morale, and have improved very quickly in the past few months. In particular, the local state governments, municipal governments, communities, and public opinion representatives unanimously supported Two -ECG to solve various problems, including labor issues."Please wait and see, we will definitely do this very successfully!"
TSMC's board of directors also through the construction of factories in Germany, a chip founding GlobalFoundries, which has been built in Germany for many years, and the German government will give TSMC 5 billion euros (S $ 7.3 billion) to the German government.The subsidy is quite dissatisfied.
Liu Deyin said that after several years of research, the German factory has built the factory with related partners, mainly because of the car needs.This is also very inspiring to Germany. Because the German automotive industry holds the world beef, the subsidies for the German government and the European Union are underway, and they are currently smooth.
Recently, the emergence of AI for generating formulas, Huida (NVDA) continuously requested to increase COWOS capacity from TSMC, but the production capacity is fully opened and still cannot meet customer needs.
Liu Deyin explained that it was not a problem of chip shortage, but because of the shortage of Cowos.COWOS's technology has been developed for 15 years, and the demand of this year has suddenly increased, and it can only be supplied to customers as much as possible in the short term.Even if there is no way to supply 100%, it can also meet 80%. It is expected that it should be able to catch up after one and a half years. It should be just a temporary phenomenon.
According to foreign media reports, global semiconductor Silicon Intelligent Finance (IP) leading (ARM) is preparing for the first public offering of shares (IPOs), inviting many companies including TSMC to invest.The industry believes that if TSMC can participate in stocks, it will help expand the advantage of subsequent orders.
Liu Deyin said that in order to avoid affecting the market, he will not comment for the time being.However, he revealed that TSMC is under evaluation, and decisions are expected to make one or two weeks.
Earlier, Liu Deyin made a speech on the title of "AI Age's Semiconductor Technology".He said that the development of semiconductor technology in the past 50 years is like walking in the tunnel. There is a clear road ahead, that is, to reduce the crystals, technology is becoming increasingly difficult; but now it has reached the exit of the tunnel.Bonded by the tunnel.
