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. Contact me with news and offers from other Future brands Receive email from us on behalf of our trusted partners or sponsors By submitting your information you agree to the Terms & Conditions and Privacy Policy and are aged 16 or over. 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 一廠未達產能目標、第二廠建設延遲，德國因汽車業萎縮也使投資趨緩，但在美國的擴張 反而加速。受川普政府要求在地生產的壓力影響，亞利桑那 Fab 21 的 A16/N2 製程廠預 計提前六個月完工，台積電也宣布追加 1000 億美元投資，將對美總投入提升至 1650 億 美元。 不過，台灣依然是台積電的核心生產基地，目前全球九座在建晶圓廠中就有四座位於台灣 。這顯示，儘管美國致力降低對台依賴，但出於地緣戰略與區域穩定的考量，台灣對全球 半導體供應鏈的重要性短期內仍無可取代。 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) ※ 文章網址: https://webptt.cc/bbs/Stock/M.1749646964.A.062.html