Secretive Giant TSMC’s $100 Billion Plan To Fix The Chip Shortage 2021/10/17
Inside The World's Largest Chips Factory 2021/06/09
How TSMC Builds a $19 Billion Fab 21/04/30
Inside The Largest Semiconductor Factory In The World! 2021/03/20
Inside The Worlds Largest Semiconductor Factory - BBC Click 2019/11/04
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Secretive Giant TSMC’s $100 Billion Plan To Fix The Chip Shortage 2021/10/17
Taiwan Semiconductor Manufacturing Company makes 24% of all the world's chips, and 92% of the most advanced ones found in today's iPhones, fighter jets and supercomputers. Now TSMC is building America's first 5-nanometer fabrication plant, hoping to reverse a decades-long trend of the U.S. losing chip manufacturing to Asia. CNBC got an exclusive tour of the $12 billion fab that will start production in 2024.
As the world grapples with an ongoing chip shortage, a quiet giant among chipmakers has committed to investing $100 billion over three years to ramp up production.
Taiwan Semiconductor Manufacturing Company may not be a household name, but with a market value of over $550 billion, it’s one of the world’s 10 most valuable companies. Now, it’s leveraging its considerable resources to bring the world’s most advanced chip manufacturing back to U.S. soil.
CNBC got an exclusive tour of the $12 billion fabrication plant, or fab, in Phoenix, Arizona, where TSMC will start making 5-nanometer chips in 2024. The company says it will produce 20,000 wafers each month.
“These are parts that are going to be used in lots of different places: CPUs, GPUs, IPUs, etc. They’ll be used in smartphones,” Rick Cassidy told CNBC. Cassidy is TSMC’s chief strategy officer and the president and CEO of TSMC’s project in Arizona.
TSMC makes key components for everything from cellphones to F-35 fighter jets to NASA’s Perseverance Rover mission to Mars. Earlier this month, it announced plans for a new factory in Japan, where it will produce chips with older technologies, for things like household devices and certain car components. TSMC is also Apple’s exclusive provider of the most advanced chips inside every iPhone currently on the market and most Mac computers.
“But they remain sort of in the background, in terms of end markets. So Apple gets all the accolades when a new phone comes out,” said Joanne Itow, managing director of manufacturing at Semico Research.
“We’re low-key. We let our products speak for themselves. Their success brings all the business that we could ever hope for,” Cassidy said.
The U.S. was the birthplace of advanced silicon, but for decades now, it’s been losing market share to Asia, where 79% of the world’s chip production happened in 2020, according to industry association SEMI. It calculated the U.S. was responsible for 12% of worldwide chip manufacturing last year, down from 37% in 1990.
TSMC alone was responsible for 24% of the world’s semiconductor output in 2020, up from 21% in 2019, according to the company. When it comes to the most advanced chips used in the latest iPhones, supercomputers and automotive AI, TSMC is responsible for 92% of production while Samsung is responsible for the other 8%, according to research group Capital Economics.
“It’s become almost a monopoly at the leading edge, and all of those manufacturing operations, for the most part, are out of Taiwan, Hsinchu. That becomes a matter of national importance for the United States, but not only the United States, but the Western world,” said Christopher Rolland, Susquehanna’s senior semiconductor analyst.
Along with cutting edge 3- and 5-nanometer chips, TSMC also makes larger chips for products such as electric toothbrushes and coffeemakers. Cars often use less-advanced 28- to 40-nanometer chips. All types of chips have been impacted by the shortage. Carmakers including GM and Toyota have paused production at some plants. And Apple is likely to slash its 2021 production targets for the iPhone 13, with orders for some models delayed by more than a month.
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Inside The World's Largest Chips Factory 2021/06/09
The most expensive factory ever built belongs to the most important tech company you’ve probably never heard of. TSMC of Taiwan uses cutting-edge lasers to etch intricate details less than a thousandth the size of a red blood cell onto the purest hunks of wafer-thin silicon. All while an army of super-strong robots zoom around on tracks traveling the equivalent of ten times around the earth every single day.
There’s every chance you already have at least one of its products – integrated circuits, better known as ‘chips’ – in your home or car.
But what’s up with the eery yellow lighting inside? Why are they such neat freaks? And could the whole vast enterprise soon be rudely swept away on a rising tide of geopolitical insecurity?
Join us today as we put on one of those weird suits and step inside the world’s largest computer chip factory.
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How TSMC Builds a $19 Billion Fab 21/04/30
The world runs on electronics and semiconductor chips. Many of these chips are made in massive, multi-billion facilities run by foundries like TSMC, Samsung, and GlobalFoundries.
Right now the world is going through a protracted shortage of these semiconductors. Especially in the case of TSMC, the most advanced foundry out there, there is only a limited amount of capacity available for all of its hundreds of customers.
So why can't TSMC just build another factory? Obviously more factories need to be brought online.
Just how hard can it be?
Links:
- Taipei MRT: How Taipei Got Its MRT https://youtu.be/_SlJEulAURE
- Building Hong Kong International Airport; Part 1 https://youtu.be/kCibNeol1hY
- The Asianometry Newsletter: https://asianometry.substack.com
- Patreon: https://www.patreon.com/Asianometry
- The Asianometry TSMC Playlist: https://www.youtube.com/playlist?list...
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Inside The Largest Semiconductor Factory In The World! 2021/03/20
Inside The Largest Semiconductor Factory In The World!
Welcome back to Business Craze, today on the channel we are going to be diving deep into the largest semiconductor factory in the world. There are a lot of semiconductor companies right now and they all have their own factories but if you are one of the many people who would want to know what the largest semiconductor factory in the world looks like then you have surely come to the right place because we will be touring around inside the largest semiconductor factory in the whole world and if you want to check it out, consider hanging around for the whole video!
If you are one of the many people from different parts of the world who are fond of watching videos that are related to technology then you will surely love this video! Make sure you watch the whole video all the way through and don’t you dare miss even a second of this video because we will be taking you with us as we take a look at what's inside the largest semiconductor factory in the world! So what are you waiting for? Watch the whole video now and prepare to be in awe at what you are about to see! Enjoy watching!
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Inside The Worlds Largest Semiconductor Factory - BBC Click 2019/11/04
We visit the worlds largest semiconductor factory in Taipei, Taiwan.
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