TSMC's Kaohsiung 28nm new plant has made new progress

(The picture comes from the Internet)

　　Recently, the building license of TSMC Kaohsiung plant has been approved. TSMC said that the Kaohsiung plant will start construction this year as scheduled, and mass production will begin in 2024, mainly on 7-nanometer and 28-nanometer processes.

　　Official news shows that after successively obtaining approvals for land use rights, changes to urban plans, environmental impact assessments, and geological sensitivity assessments, TSMC obtained miscellaneous licenses for earth-retaining safety measures and foundation pile works on June 10 this year. Report to start work on September 19. After obtaining the approval of the traffic impact assessment recently, the factory building construction license was approved on September 23.

　　For the 7-nanometer and 28-nanometer plant areas of TSMC's Kaohsiung plant, industry sources revealed that they were specially set up for Apple. It is reported that. Apple has been investing in the development of its own 5G Modem modem chip for some time. It is expected that the chip will be officially mass-produced from 2025 and built into Apple's mobile phones and other products. The matching RF chip will be commissioned by TSMC. Kaohsiung's 7-nanometer process is produced. As for peripheral chips such as amplifiers in the front-end RF module, it is produced by another 28-nanometer factory of TSMC in Kaohsiung.

　　According to industry data, wafer foundries including TSMC, UMC, and SMIC are all supporting mature nodes. It is reported that about 25% of TSMC's revenue comes from manufacturing hundreds of millions of chips using 40nm and more "older" nodes, 80% of UMC's revenue comes from higher 40nm nodes, and 81.4% of SMIC's revenue comes from mature nodes.

　　The cheap price and high yield of mature nodes make them the hard currency of semiconductors, but not all mature nodes are respected. Currently, TSMC is calling on the industry to shift some mature designs from 40nm to 28nm. Because the 40nm production line has been used for too long, and there is no new power set supporting equipment to support its new production line, it may face the risk of being eliminated in the future.

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