Interestingly, the TSMC 1nm fab plans haven’t been confirmed by the company, but a government Vice President. Elections are scheduled for the end of this week, so it is understandable that politicians are eager to let residents know of impending sizable investments and tens of thousands of well paid jobs. Having said that, the VP is probably quite a reliable source with regard to this investment news.
TSMC apparently chose Longtan for a number of very good reasons; it has an expansive science park, it is reasonably close to the Hsinchu HQ and R&D center (30 minutes drive), and it is also in Taoyuan county which is handy for the international airport.
These manufactured wafer price increases are surely going to be passed onto customers and consumers. While the newer processes increase transistor densities, newer generation processors pack in more transistors than ever, so some of the cost reductions that could be precipitated by refined semiconductor processes never come to fruition. The consumers’ best hope is for semiconductor fabs to increase capacity beyond sustainable levels (boom and bust cycle), as well as hope for fiercer competition from rival producers (e.g. Samsung, Intel).
Thank you for reading this post, kindly check out these amazing online resources