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原文標題：TSMC slows down global plans due to soft demand, but accelerates Arizona fab
plans by six months for A16 / N2 production

原文連結：https://reurl.cc/2Kd8gO

發布時間：2025-6-10

記者署名：Jon Martindale

原文內容：

Recent geopolitical developments and shifts in demand are causing TSMC to
rebalance its investment strategy. The company has responded to growing
pressure from the Trump administration to onshore its manufacturing by
accelerating the construction timelines for its upcoming U.S. fabs by as much
as six months. Conversely, in other parts of the world, a TSMC fab in Japan
is now underperforming, and a second under construction is facing delays. A
contracting German auto sector may slow further TSMC investments in Europe,
according to a report by Digitimes.

However, while U.S. investment from TSMC is certainly ramping up amidst
growing demand for chips, Taiwan remains the company’s heartland, with four
of the current nine under-construction new fabrication plants being based in
the East-Asian territory. This underlines the continued importance of U.S.
strategic initiatives in the region, considering ongoing posturing from the
ruling Chinese party about Taiwanese reunification.

More phases, faster
TSMC has been a prolific fab-plant builder and investor in its global
operations for years, consistently building multiple new chip manufacturing
facilities every year. In 2025, it listed a total of nine new facilities as
under construction (though some began in 2024 and others are actually
starting operation, rather than starting construction).

As part of this initiative, TSMC is investing a further $100 billion in
American fabrication, bringing its total investment into the U.S to a total
of $165 billion, which was announced in Early March. These will come online
over the next few years, allowing for the US-native production of more
advanced process nodes by 2030.

With wafer production prices set to increase dramatically for next-generation
process nodes, local production may help keep costs down for TSMC silicon
customers with thin margins. However, chips produced at Arizona’s Fab 21 are
still expected to command a pricing increase when compared to chips
manufactured in Taiwan, though the exact relative price increase isn’t
entirely clear.

TSMC runs into issues in Europe and Asia
TSMC’s demand-based investment strategy in the U.S. may see an inverse
reflection in other territories, as slowing economies weigh on construction
plans. In Japan, TSMC’s Kumamoto Fab 1 facility is struggling to reach
production targets since coming online, and local infrastructure and “
community impact” have allegedly delayed the construction of its Fab 2
facility. There are rumors, however, that this could be a scapegoat, with
TSMC instead concerned about the long-term profitability of such a facility.

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In Europe, a slowing auto industry and contracting semiconductor market could
mean that TSMC’s facilities there are less attractive for further
investment. The German TSMC fab plant was developed as part of a joint
venture with Bosch, Infineon, and NXP; however, each of these companies has
laid off thousands of workers or announced plans to do so in recent months.

However, that doesn’t mean TSMC is focusing its investments exclusively in
the U.S. Indeed, it’s just announced that a new chip design facility will be
developed in Munich to help its European customers improve their process
technology. However, the company also quashed rumors of a fab based in the
UAE, according to CEO C.C. Wei.

Less reliant, but no less involved
Any time TSMC makes investments outside of Taiwan, it raises the specter of
Chinese reunification. As a long-term goal of the Chinese ruling party, such
a move has the potential to paralyze global silicon and electronic trades,
which could be a reason why the U.S. remains committed to supporting TSMC’s
expansion into Western territories.

However, TSMC’s diversification and the U.S. government’s drive to be less
reliant on Taiwan begs the question of whether this weakens the country’s “
silicon shield”. While TSMC has put effort into expanding global operations,
particularly in the United States, the slow ramp-up of production (even with
the recent investments) means Taiwan will remain crucial to global silicon
supply.

Indeed, Taiwanese independence is more strategically important to the U.S.
and its allies in more ways than just silicon.

As the Indo-Pacific Studies Center said in its April 2025 report: “As the
U.S. reduces reliance on Taiwan’s semiconductors, its defence strategy
remains driven by geopolitical imperatives, Indo-Pacific stability, and
allied trust. Taiwan’s fall would shift the regional power balance and
weaken U.S. credibility with Japan, South Korea, and the Philippines.”

Ultimately, while TSMC’s U.S. fabs will chip away at supplyhain risk,
Taiwan remains and will remain the heart of TSMC investment and global
silicon production for the foreseeable future. But that isn’t stopping the
company from massively expanding its manufacturing facilities elsewhere in
the world, and particularly in America. That will have serious ramifications
for chip supply and pricing in the decades to come.

由於地緣政治變化與1;32晶片需求轉弱，台積電正重新平衡其全球投資布局。儘管日本熊本第




報導最後指出，美國擴產雖可降低供應鏈風險，但速度仍不及預期；台灣在未來可見的時
間內，仍將是台積電的心臟與全球晶片產能的關鍵樞紐。

心得/評論：

台積電全球擴張踩煞車
熊本二廠卡關
德國廠也說要2027才能量產
結果美積電卻能提前半年蓋好？

川又贏？？

--
※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 218.32.44.219 (臺灣)
※ 作者: DrowningPool 2025-06-11 21:02:42
※ 文章代碼(AID): #1eINvq1Y (Stock)
※ 文章網址: https://www.ptt.cc/bbs/Stock/M.1749646964.A.062.html

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