Taiwan Semiconductor Manufacturing Co (NYSE:TSM) announced it will begin constructing its first European semiconductor facility in Dresden, Germany, in the fourth quarter of 2024.
At a conference in the Netherlands, TSMC's European chief, Paul de Bot, confirmed that the $11 billion factory, European Semiconductor Manufacturing Co (ESMC), will start production in 2027. The stock is trading higher on Tuesday.
Significant stakeholders in the project include Infineon, NXP Semiconductors N.V. (NASDAQ:NXPI), and Robert Bosch, each holding a 10% share. Kevin Zhang, who manages TSMC's international operations, expressed confidence in receiving subsidies under the European Chips Act, citing strong support from the European Union and the German government.
The Dresden facility will initially focus on 22-nanometre node chips, primarily for automotive microcontroller units, with potential future expansions to produce more advanced semiconductor technologies.
Zhang also highlighted TSMC's ongoing expansion in Japan, referencing the construction of a second, more advanced plant following the start of their initial factory in 2021.
TSMC's April sales increased 60% to $7.3 billion, driven by the artificial intelligence frenzy and signs of recovery in consumer electronics.
The key Nvidia Corp (NASDAQ:NVDA) supplier is projected to boost sales by about a third this quarter, following a 34.3% revenue increase in March.
Price Action: TSM shares were trading higher by 2.73% at $150.40 at the last check Tuesday.
台積電（紐約證券交易所代碼：TSM）宣佈將於2024年第四季度開始在德國德累斯頓建造其首個歐洲半導體工廠。
在荷蘭的一次會議上，台積電歐洲首席執行官保羅·德博特證實，耗資110億美元的工廠——歐洲半導體制造有限公司（ESMC），將於2027年開始生產。該股週二交易走高。
該項目的重要利益相關者包括英飛凌、恩智浦半導體有限公司（納斯達克股票代碼：NXPI）和羅伯特·博世，各持有10％的股份。管理台積電國際業務的張凱文表示有信心根據《歐洲芯片法》獲得補貼，理由是歐盟和德國政府的大力支持。
德累斯頓工廠最初將專注於22納米節點芯片，主要用於汽車微控制器單元，未來可能會擴建以生產更先進的半導體技術。
張還強調了台積電在日本的持續擴張，他提到了繼2021年第一家工廠開工後正在建設第二座更先進的工廠。
受人工智能狂潮和消費電子復甦跡象的推動，台積電4月份的銷售額增長了60％，達到73億美元。
繼3月份收入增長34.3％之後，英偉達公司（納斯達克股票代碼：NVDA）的主要供應商預計將在本季度將銷售額提高約三分之一。
價格走勢：在週二的最後一次檢查中，TSM股價上漲2.73％，至150.40美元。
