TSMC is starting to make a serious investment

In a statement, TSMC confirmed its intention to upgrade the 28-nanometer production lines with a huge investment.

We recently explained that the scarce manufacturing capacity of Taiwan Semiconductor Manufacturing Company (TSMC) is hurting Qualcomm, AMD and NVIDIA products extremely badly. The company essentially acknowledged the problem and made new decisions to reassure the market. They intend to spend $ 28 billion in the near future to address the capacity gap affecting 7nm manufacturing technology. Three months ago, that amount kicked in at another $ 6 billion, so we can talk about a significant increase, but it may be too late. NVIDIA and Qualcomm have already indicated that they are winking at other partners. Korea, Samsung, UMC and GlobalFoundries were also mentioned.

Morris Chang, president and CEO of TSMC, said it’s not a problem with yields, they simply can’t fulfill the huge volume of orders.

Source: fudzilla.com