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TSMC's global expansion strategy update: 1. US operations: Arizona fab entered high-volume production in Q4 2024 using advanced process technology, with yield comparable to Taiwan fabs. Plans for second and third Arizona fabs on track, utilizing even more advanced technologies like N3 and N2. 2. Japan: First specialty technology fab in Kumamoto started volume production in late 2024. Construction of second specialty fab to begin this year. 3. Europe: Progressing with plans to build specialty technology fab in Germany for automotive and industrial applications. 4. Taiwan: Expanding advanced te

Earnings Call2025-01-16


TSMC's global expansion strategy update:
1. US operations: Arizona fab entered high-volume production in Q4 2024 using advanced process technology, with yield comparable to Taiwan fabs. Plans for second and third Arizona fabs on track, utilizing even more advanced technologies like N3 and N2.
2. Japan: First specialty technology fab in Kumamoto started volume production in late 2024. Construction of second specialty fab to begin this year.
3. Europe: Progressing with plans to build specialty technology fab in Germany for automotive and industrial applications.
4. Taiwan: Expanding advanced technology and packaging capacities, including N3 capacity in Tainan and preparing for N2 fabs in Hsinchu and Kaohsiung.
5. TSMC aims to be the most efficient and cost-effective manufacturer in each region despite higher overseas costs.

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