Highlights of the day: TSMC spending huge on capability expansions
DIGITIMES employees
TSMC has aggressive plans for increasing its fab capability. In a latest letter despatched to purchasers about canceling reductions for foundry service quotes, TSMC discloses it plans to spend US$100 billion on capability expansions for the subsequent three years – an yearly common that’s greater than its 2021 capex finances. Chip shortages have been sending distributors in lots of sectors scrambling for provide – from manufacturing providers, elements to units. Notebook ODMs describe the volumes of orders they’ve been receiving as “ridiculously” huge, clearly because of overbooking by purchasers who simply hold inserting orders, regardless of potentialities that end-market demand may chill in a single day. And chip shortages could not ease till not less than first-half 2022, based on Arm Taiwan’s president.
TSMC to spend US$100 billion on capability growth in three years: TSMC has notified clients that value reductions for all orders subsequent 12 months will probably be canceled and that it’ll spend US$100 billion on capability growth initiatives within the subsequent three years, based on sources from the IC design sector.
Notebook ODMs categorical issues about overbooking: Notebook ODMs have expressed issues about overbooking by purchasers who proceed to step up their tempo of orders, based on trade sources.
Chip scarcity could ease as early as 1H22, says Arm Taiwan: Chip shortages could begin easing as early as the primary half of 2022, based on CK Tseng, president for Arm Taiwan.
