Recently, TSMC finally received $6.6 billion in subsidies for building factories. Originally, it was announced that the construction of a factory in the United States would be more than a year earlier than the construction of a factory in Japan, but the camera sensors and automotive logic chips produced in the Japanese factory will start shipping before the end of the year, and TSMC pointed out that there is a second factory to start construction at the end of the year, and even a third production line for the 3nm process is also planned.
Although TSMC received subsidies to build factories in the United States, its spending increased by 60% on the basis of the original plan of $40 billion.
Zhang Zhongmou has been in the United States for decades, and he is well aware of the various drawbacks of the chip manufacturing industry in the United States.
It is reported that the first factory will start producing 4nm chips in 2025, the second factory will start producing 3nm chips in 2028, and the third factory that has not yet been announced will only start producing 2nm in 2030.
However, the cutting-edge chip manufacturing of these factories accounts for up to 20%, that is, most of TSMC's cutting-edge chip manufacturing base is still in Taiwan.
