TSMC 12-inch wafer landing is on

The TSMC Nanjing 12-inch wafer fab investment case has passed. The Ministry of Economic Affairs reviewed and approved the TSMC Nanjing Investment Case yesterday. TSMC is expected to invest US$100 million to set up a 12-inch factory with a monthly output of 20,000 pieces in Nanjing. The 16-nanometer process will be introduced in the second half of 2017.

According to TSMC's plan, one billion US dollars will be remitted from Taiwan, and the remaining billions of US dollars will be provided by investment in mainland China and overseas subsidiaries, and will be provided by means of capital loans and 1.2 billion US dollars for the purchase of the old equipment of the parent company TSMC. .

Since the TSMC Nanjing case was a sole proprietorship, and the case passed the five major review elements of the key technical review team in mid-January, the review meeting of the CIC did not object to the matter yesterday.

Zhang Mingbin, executive secretary of the investment review committee, said that the TSMC Taiwan factory will be required to mass-produce the 10-nine process, and with the certification information, it can apply to export the relevant old machinery and equipment to TSMC (Nanjing) Co., Ltd., and start construction in the second half of the year.

According to relevant regulations, Taiwanese companies invest in the mainland to set up a new wafer foundry, or to acquire and participate in the mainland wafer foundry, not to exceed 12-inch wafer casting; in the new wafer foundry, the total control principle is adopted. To "approve the investment of 12-inch factory three blocks as the upper limit."

On January 18 this year, the Industrial Bureau of the Ministry of Economic Affairs convened a meeting of key technical groups, especially on "investment process technology needs to lag behind Taiwan's process technology for more than one generation", "applicants should have mastership in new or purchased investment" The five major points of "Taiwan should have relative investment and research and development", "investment should be able to gain a dominant position in the global market or expand market share", and "not to invest in the mainland to reduce Taiwan employees" are reviewed.

Zhang Mingbin pointed out that as TSMC has set up a wholly-owned factory with 100% control rights and its 10-nine process technology was trial-produced in 2015, it is planned to mass-produce in 2016 and will be in 2008. In the year of entering the seven-nine trial production, in line with the "N-1 process technical regulations."

TSMC expects that by the completion of the investment case, the global market share will increase from the current 55 percent to 57 percent, and the mainland market share will increase from 46 percent. Up to 50%. In the next three years, it will invest 860 billion Taiwan dollars in Taiwan, and in response to capacity expansion and business scale expansion, about 2,500 to 3,500 people will be hired each year to create job opportunities.

Zhang Mingbin said that because TSMC fully explained the key points of the review, there was not much disagreement in the discussion and it was successfully passed. As for the follow-up control, he stressed that it will conduct a quarterly test on TSMC's 10-nine and seven-nine-meter processes every year, and ask TSMC to regularly report on implementation. If necessary, it will go to TSMC Nanjing for on-site inspection. .


TSMC Nanjing Case Review Focus / Joint Report