Recently, TSMC has decided to build a 100-hectare factory in the Zhongke Park in Taichung, with a total investment of NT$800 billion to NT$1 trillion (approximately US$28.9 billion to US$36.1 billion). This investment includes the future 2nm process plant, and the subsequent evolution of the 1nm process plant will also be located in the park.
The industry predicts that TSMC’s 2nm process will be trial-produced in 2024 and mass production in 2025, and the 1nm process will follow. In addition, after 1nm, TSMC will enter the new generation of Amm process (Amm is one-tenth of a nanometer). The Amm process intends to settle in Kaohsiung, but TSMC has not confirmed.
Soon after the head of Samsung Li Zairong visited the United States, Samsung officially announced that it would establish a chip production base in Texas, United States, at a cost of 17 billion U.S. dollars, and put it into production as soon as 2024.
Intel was a little behind in process technology. After experiencing high-level shocks, it has recently announced plans to invest 30 billion ringgits (approximately US$7.1 billion) in Malaysia. Back to the card table.
From the perspective of market share, TSMC has undoubtedly the upper hand, but Samsung and Intel have also begun to increase their investment. The chip shortage caused by the epidemic is regarded as a rare overtaking opportunity. The current expansion is just a follow-up arms race. gun.