The Impact of TSMC Establishing a New Factory in Arizona, USA
TSMC expressed its willingness to build a 12-inch wafer fab in Arizona, the United States, on May 15, 2020. The plant is expected to be completed and start mass production in 2024 and produce semiconductor chips on a 5nm process. The initial monthly capacity plan is about 20,000 wafers. This report analyzes the potential impact of TSMC's establishment of a factory in the United States and examines risks and benefits behind this decision.
1. BACKGROUND
2. CURRENT STATUS OF THE FOUNDRY INDUSTRY IN THE UNITED STATES
3. BUSINESS OPERATION ANALYSIS
3.1 Arizona Plant Not Subject to Restrictions from the Taiwan Government
3.2 TSMC Will Likely Produce Semiconductors per U.S. National Security Requirements
3.3 Advanced Packaging Services May Include
4. RISK ANALYSIS
4.1 Labor Costs
4.2 Semiconductor Supply Chain
5. BENEFIT ANALYSIS
5.1 Higher Opportunity to Secure Orders for U.S. National Defense and Government Applications
5.2 Reducing Costs from Safety Regulations
5.3 Strengthening Cooperation with American Academics and Industry
6. MIC PERSPECTIVE
6.1 U.S. Fab Help TSMC Diversify Its Global Manufacturing Bases
6.2 Continuing to Develop World-Leading Processes in Taiwan
APPENDIX
List of Companies
2. CURRENT STATUS OF THE FOUNDRY INDUSTRY IN THE UNITED STATES
3. BUSINESS OPERATION ANALYSIS
3.1 Arizona Plant Not Subject to Restrictions from the Taiwan Government
3.2 TSMC Will Likely Produce Semiconductors per U.S. National Security Requirements
3.3 Advanced Packaging Services May Include
4. RISK ANALYSIS
4.1 Labor Costs
4.2 Semiconductor Supply Chain
5. BENEFIT ANALYSIS
5.1 Higher Opportunity to Secure Orders for U.S. National Defense and Government Applications
5.2 Reducing Costs from Safety Regulations
5.3 Strengthening Cooperation with American Academics and Industry
6. MIC PERSPECTIVE
6.1 U.S. Fab Help TSMC Diversify Its Global Manufacturing Bases
6.2 Continuing to Develop World-Leading Processes in Taiwan
APPENDIX
List of Companies
