Highlights of the day: TSMC prone to spend extra on capability growth
DIGITIMES employees
TSMC, with purchasers lining up eagerly for a share of its capability help, has reported document gross sales for Septmber. The foundry home’s 7nm and 5nm manufacturing capability has been falling wanting demand, and TSMC is prone to increase capex for increasing its superior node manufacturing traces. Micron Technology is alo increasing its manufacturing capability in Taiwan. The US reminiscence vendor is already putting in gear at a brand new fab in central Taiwan, with development of the Micron plant to finish by year-end 2020. For server suppliers, demand from datacenter purchasers is regaining momentum after a gradual third quarter.
TSMC prone to increase 2020 capex once more: TSMC is prone to make one other upward adjustment to its capex outlook this 12 months, on account of sturdy demand for 7nm and 5nm course of manufacturing, in accordance with business sources.
Micron begins gear move-in at new plant in Taiwan: Micron Technology is establishing a brand new plant in Taichung, central Taiwan with gear move-in already kicking off. Construction of the plant, dubbed A3, is about to finish by the tip of 2020.
Datacenter demand turning sturdy in 4Q20: Demand from datacenter operators has regained momentun after seeing a deceleration in server orders from US purchasers in third-qauarter 2020, in accordance with sources from the upstream provide chain.
