According to CCTV News on May 16th, according to local media reports, on the afternoon of May 15th, an explosion occurred at TSMC's factory in North Phoenix, Arizona, USA, causing at least one serious injury.
According to the latest news from Caixin, TSMC has issued a statement confirming that an accident occurred at its Arizona factory, with no damage to facilities, and no TSMC employees or on-site workers reported injuries.
According to Taiwan's WeChat account, in fact, a fire accident occurred in TSMC's Phoenix factory area in April last year. At that time, TSMC's official issued an emergency statement to clarify that the fire was caused by a fire coming from an external garbage pipeline of the chip factory.
It is reported that TSMC will carry out the third phase of the project in Phoenix.
The first phase is expected to start mass production in the first half of 2025, directly introducing the 4-nanometer process. The second phase is expected to start mass production in 2027 and 2028, using 3-nanometer and 2-nanometer technologies. The total investment of the two phases is about 40 billion US dollars, and after completion, the total annual output will exceed 600000 chips.
Recently, the US Department of Commerce also announced plans to provide up to $6.6 billion in funding subsidies and $5 billion in low interest government loans to TSMC for its construction of an advanced semiconductor factory in Phoenix, Arizona. TSMC has agreed to expand its investment in the United States from the previously announced $40 billion to $65 billion, and to build a third chip factory in Arizona, which has attracted high attention.
The third phase is expected to be put into operation before 2030 and is expected to use 2 nanometers or more advanced process technology.
TSMC is mainly engaged in the manufacturing, sales, packaging testing, computer-aided design, and mask manufacturing of integrated circuits and other semiconductor devices.
TSMC announced on May 14th that it plans to start building its European factory in the fourth quarter of this year. Paul de Bot, the head of TSMC's European business, said that the factory's work is proceeding as planned. TSMC announced in August last year that it would build its first factory in Europe in Germany. The factory is expected to start production by the end of 2027.
In addition, the new governor of Kumamoto Prefecture, Kimura Kei, stated in an interview on May 11th local time that he is prepared to ensure comprehensive support to attract TSMC to build its third chip factory in Japan in the prefecture. Kimura Jing stated that he has proposed to visit TSMC headquarters this summer to discuss the construction of a new factory. TSMC's first factory in Japan opened in February and is expected to begin mass production later this year. The second factory is scheduled to start construction before the end of the year. Both factories have received subsidies from the Japanese government.
According to financial report data, as of March 31, 2024, TSMC's consolidated revenue for the first quarter was approximately RMB 132.455 billion, a year-on-year increase of 16.5% and a month on month decrease of 5.3%; The net profit was RMB 50.397 billion, a year-on-year increase of 8.9% and a month on month decrease of 5.5%. The operating profit for the first quarter was 55.656 billion yuan, a year-on-year increase of 7.7%, with an estimated 53.834 billion yuan; The gross profit margin for the first quarter is 53.1%, with an estimated 53%.
As of the close on May 15th local time, TSM was trading at $155.58, up 2.39%, with a market value of $806.9 billion.
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