TSMC thread 1/? - several non-financial notes of interest from TSMC's earnings call yesterday: $TSM #semiconductor
#2 TSMC in Japan $TSM
TSMC is doing due diligence now for a specialty technology wafer fab in Japan. No final decision yet.
Over 20 companies have joined the advanced chip packaging technology R&D initiative led by TSMC. The project is aimed at HPC (high performance computing).
#3 TSMC Arizona $TSM
TSMC expects 5nm production at the #Arizona fab to begin in the 1st quarter of 2024, but TSMC hopes it will start earlier. AND
“We do not rule out the possibility of a 2nd phase of expansion to meet our customers’ strong demand,” Chairman Mark Liu.
#4 TSMC in China $TSM
TSMC will expand capacity in Nanjing, China for 28nm chips to meet 'urgent demand,' targeting volume production by the 2nd half of 2022, and ramping to 40,000 wafers per month by mid-2023. #semiconductor
#5 TSMC in Taiwan $TSM
Taiwan will remain the center for TSMC’s R&D and ramp up of leading edge manufacturing processes, with 3-nanometer set for the Tainan Science Park (southern Taiwan). TSMC will also continue to also expand in northern and central Taiwan. - Chairman Mark Liu
#6 TSMC on the Auto Industry $TSM
TSMC raised output of key chips (MCUs) 30% in the 1st half of 2021, targeting 60% full year. The automotive #semiconductor shortage will begin to ease this quarter. Complex supply chain means it takes 6-months for a chip to reach the end customer
#7 TSMC on 3-nanometer manufacturing $TSM
3nm development is on track for risk production in 2021 and volume production in the 2nd half of 2022. Clients are very engaged. TSMC expects to see more new tapeouts for 3nm in its 1st year than 5nm had. #cuttingedge
#8 TSMC on 5-nanometer $TSM
TSMC's 5nm chip manufacturing process technology continues to be strong, driven by smartphones and HPC. 5nm will contribute around 20% of TSMC's wafer revenue in 2021. #semiconductors #cuttingedge
#9 TSMC's China business revival $TSM
China accounted for 11% of 2nd quarter (2Q) revenue, up from 6% in 1Q and 6% in 4Q-2020. High performance computing (HPC) drove growth.
TSMC's revenue from China was over 20% before Huawei was targeted by the U.S. over security concerns.
#10 TSMC on Global Semiconductor Industry Health
CEO C.C. Wei said TSMC expects its chip foundry capacity to remain tight into 2022 as the industry is experiencing a structural increase in demand for semiconductors. $TSM #semiconductor
#11 TSMC on Long Term Growth $TSM
TSMC expects its compound annual growth rate from 2020 - 2025 to be near the high end of its previously announced range of 10% - 15% due to an increased focus on supply security and a structural increase in #semiconductor demand. - Thread done

• • •

Missing some Tweet in this thread? You can try to force a refresh

Keep Current with Dan Nystedt

Dan Nystedt Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!


Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

Did Thread Reader help you today?

Support us! We are indie developers!

This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Too expensive? Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal Become our Patreon

Thank you for your support!

Follow Us on Twitter!