TSMC’s Specialized Capacity to Surge by 50%, Unveiling 4nm N4e Low-Power Node

TSMC, the leading semiconductor manufacturer, plans to increase its production capacity for specialty technologies by 50% by 2027 through the construction of new fabs and conversion of existing capacity, in response to growing demand for both major logic nodes and specialty nodes.

50% increase in production capacity for specialty technologies by 2027
Construction of new fabs in Germany and Japan, as well as scaling up production in China
Expansion of manufacturing network to enhance resilience of overall fab supply chain

TSMC, the leading semiconductor manufacturer, is set to increase its production capacity for specialty technologies by 50% by 2027. This expansion comes as a result of the construction of new fabs in Germany and Japan, as well as the scaling up of production in China. During its European Technology Symposium, TSMC revealed its plans to convert existing capacity and build new fab space specifically for specialty processes.

Dr. Kevin Zhang, Senior Vice President of Business Development and Overseas Operations Office at TSMC, stated that the company is taking a new approach by building greenfield fabs to meet future specialty technology requirements. Over the next four to five years, TSMC aims to grow its specialty capacity by up to 1.5 times, expanding its manufacturing network to enhance the resilience of the overall fab supply chain.

In addition to its well-established major logic nodes like N5 and N3E, TSMC offers a range of specialty nodes for various applications such as power semiconductors, mixed analog I/O, and ultra-low-power applications like IoT. The demand for these specialty nodes is increasing alongside the demand for TSMC’s major logic nodes, prompting the company to reassess its capacity planning strategies.

TSMC’s recent expansion strategy has focused on building new fabs outside of Taiwan and increasing production capacity to meet future demand across all process technologies. The company’s most advanced specialty node currently is N6e, which supports operating voltages between 0.4V and 0.9V. With the upcoming N4e node, TSMC aims to achieve voltages below 0.4V. While technical details about N4e are limited at this time, TSMC is expected to provide more information next year when the new process is ready.

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Background Information

About TSMC:

TSMC, or Taiwan Semiconductor Manufacturing Company, is a semiconductor foundry based in Taiwan. Established in 1987, TSMC is a important player in the global semiconductor industry, specializing in the manufacturing of semiconductor wafers for a wide range of clients, including technology companies and chip designers. The company is known for its semiconductor fabrication processes and plays a critical role in advancing semiconductor technology worldwide.