The media quoted the semiconductor supply chain and pointed out that under the expectation of the Japanese government, Taiwan Kumamoto II Factory has recently started to work on surrounding facilities, and the construction project will continue to be launched in the second half of the year. Taiwan Electric responded to inquiries in the afternoon and said that it was the silent period before the Fa-rural Conference and could not provide more information.
Even so, Kumamoto Second Factory announced the opening of the mining business, which was set as the focus of the Taiwan Electricity Law Declaration tomorrow.
Taiwan Electric held a legal person briefing meeting on the 17th, and its operation prospects have shifted the trend of global semiconductor industry. The market is highly concerned about the impact of factors such as the progress of US taxes and the appreciation of the new NTD exchange rate on NTD. In addition, the issues of NVIDIAH20 chip lifting, the technological progress of advanced crystal and packaging process, and the layout progress of overseas factories are also the focus of investors.
The Huaer Street Journal quoted people familiar with the matter as saying that Taiwan Electric's Japan Kumamoto Second Factory delayed its postponement of work, partly because it accelerated its investment in funds to invest in US factories before the Trump administration may impose chip taxes.
Taiwan Electric responds that the global manufacturing version of the picture expansion strategy is based on customer needs, business, operation efficiency, government support, and economic cost considerations. Taiwan Eco-US investment plan will not affect investment plan in other regions. Chairman and President Wei Zhejia, the shareholders' meeting in early June, revealed that the schedule for the second crystal factory in Kumamoto Japan was slightly postponed from the first quarter, mainly due to local transportation problems.
Taiwan Electric's first wafer factory in Arizona, the United States will start to produce 4 nanometers in 2024. The second factory has begun construction, with a total of six wafer factories, two advanced packaging factories and a R&D center.Taiwan Electric's first combined factory in Japan's Kumamoto will also be produced in 2024 and will be built in Dresden, Germany.