Taiwan Semiconductor-gute Wachstumsaussichten

TSMC will 9 Milliarden US-Dollar für die Expansion sammeln, eröffnet japanische Tochtergesellschaft
https://www.reuters.com/article/taiwan-tsmc/...bsidiary-idUSL1N2KF126

Taiwan Semiconductor Manufacturing baut Forschungs- und Entwicklungszentrum in Japan
https://www.nippon.com/en/news/kd731836642318368768/

TSMC richtet in Japan ein 3DIC-Forschungs- und Entwicklungszentrum für Material ein
https://focustaiwan.tw/business/202102090026

Kommende Ausgabe: Taiwan Semiconductor Manufacturing Co Ltd.
https://cbonds.com/news/1331055/
 

Apple arbeitet mit TSMC zusammen, um Micro-OLED-Displays für AR-Geräte zu entwickeln: Nikkei
https://www.reuters.com/article/apple-tsmc-oled/...kkei-idUSL4N2KG0XB  

Zudem hat TSMC die Freigabe über 4,5 Milliarden US-Dollar erhalten, um die Kapazität für die Halbleiterfertigung von Prozessoren zu erhöhen.
Der Auftragsfertiger TSMC soll gemeinsam mit Apple daran arbeiten, Micro-OLED-Panels für AR-Geräte zu produzieren. Solche Displays sind dünner, leichter und effizienter als herkömmliche, weshalb sie sich gut für Augmented-Reality-Wearables eignen

Laut der japanischen Tageszeitung Nikkei befinden sich die beiden Partner allerdings noch in einer frühen Phase der Entwicklung. Die Serienproduktion soll erst in einigen Jahren starten, geplant sei die Fertigung von Panels mit weniger als einem Zoll Durchmesser....
https://www.golem.de/news/...-fuer-apple-produzieren-2102-154061.html  

ist einfach ein super Unternehmen, der Burggraben ist gewaltig. Ich finde hier passt fast alles. Nur der große Nachbar macht mich etwas nervös. nicht zu vergessen das etliche Fonds und ETF hier auch investiert sind....  

https://www.tsmc.com/english/aboutTSMC/TSMC_Fabs
These facilities include four 12-inch wafer GIGAFAB® fabs, four 8-inch wafer fabs, and one 6-inch wafer fab – all in Taiwan – as well as one 12-inch wafer fab at a wholly owned subsidiary, TSMC Nanjing Company Limited, and two 8-inch wafer fabs at wholly owned subsidiaries, WaferTech in the United States and TSMC China Company Limited. In 2016, TSMC Nanjing Company Limited was established, managing a 12-inch wafer fab and a design service center.

Neue Fabrik in Arizona "Taiwan’s TSMC reportedly hiking pay for workers at Arizona plant
Taiwan’s TSMC reportedly hiking pay for workers at Arizona plant...The fab, which is set to break ground this year, is dedicated to the production of 12-inch wafers using 5-nanometer technology
https://www.taiwannews.com.tw/en/news/4114151

TSMC and Japanese government to launch a new chip packaging facility
The complex would be a 50-50 joint venture between the firm and the country’s trade authority. The two sides are preparing to sign a memorandum of understanding to formalize their pact.
https://www.theburnin.com/industry/...-packaging-facility-2021-01-12/  

und verhandelt wohl mit Samsung oder TSMC
https://winfuture.de/news,121178.html
Die Europäische Union will auf dem EU-Gebiet eine High End-Chipfabrik ansiedeln. Dafür geht man auch auf Tuchfühlung mit Samsung und TSMC, von denen die fortgeschrittensten Halbleiter-Anlagen betrieben werden.....

https://www.mobileworldlive.com/featured-content/...smc-for-chip-push
A European Union-backed scheme to boost production of semiconductors used for 5G systems reportedly began assessing the viability of building a factory capable of producing cutting-edge silicon with support from top global chipmakers.
Citing a spokesperson from France’s finance ministry, Bloomberg reported the facility could be supported by either Samsung or Taiwan Semiconductor Manufacturing Company (TSMC), though noted plans had not been finalised......
 

-Displays und AR
https://www.it-times.de/news/...uer-mini-oled-displays-und-ar-137912/
Der taiwanesische Chip-Auftragsproduzent TSMC ist aktuell der einzige Lieferant von iPhone-Prozessoren. Die in der Entwicklung befindlichen OLED-Displays sind weniger als ein Zoll groß.

Mikro-OLED-Displays sind viel dünner und kleiner und verbrauchen daher auch weniger Strom, was sie für den Einsatz in tragbaren AR-Geräten besser geeignet macht.

TSMC braucht schnell mal 9 Milliarden Dollar
https://winfuture.de/news,121160.html
Um die aktuellen Engpässe in der Halbleiter-Produktion zu überwinden, könnte der Auftragshersteller TSMC die Kapazitäten zügig ausbauen. Dafür bräuchte man aber zusätzliches Kapital. Dieses versucht der Konzern jetzt mit Anleihen aufzutreiben......  

Europäische Halbleiterfertigung: Zusammenarbeit mit Samsung oder TSMC denkbar
https://www.heise.de/news/...t-Samsung-oder-TSMC-denkbar-5053893.html  

Diese Performance für so ein Dickschiff ist echt krass. Freut mich für alle die investiert sind!  

...deshalb bin ich auch schon lange dabei. Lange ein Underdog. Und nun so wichtig für die gesamte Welt.

https://www.n-tv.de/wirtschaft/...ehmen-der-Welt-article22354152.html  

TSMC plans to create synergies with a range of companies via the establishment of a Japanese research institute for development of materials for 3D SoIC packaging in Japan. TSMC is emphasizing that 3D SoIC will be one of the main growth engines from 2022.
...TSMC’s Japan research center (being established with investment of JPY18.6bn) is to focus on the development of 3D SoIC materials. In detail, the venture aims to create synergies with a range of Japanese materials companies via the establishment of a Japanese research institute for advanced materials technology. Presenting 3D SoIC as one of the main growth engines to be in play from 2022, TSMC is constructing two back-end process fabs for 3D SoIC technology, one of which is to be completed in 2021.-......
http://www.businesskorea.co.kr/news/articleView.html?idxno=60490  

Semiconductor shortages plaguing the automotive industry are likely to drag on past midyear, investment bank Morgan Stanley said Tuesday. The news is mixed for semiconductor stocks, analysts say.
"There is no quick remedy for tight supply conditions, though we do see bottlenecks beginning to ease by Q3," Morgan Stanley analyst Craig Hettenbach said in a note to clients Tuesday.

Semiconductor stocks with high exposure to the automotive industry should benefit from improved pricing near-term, but the chip shortages will cap revenue upside. ...
The chip shortages are mainly due to capacity constraints at foundries such as Taiwan Semiconductor Manufacturing (TSM).
"Foundries have just begun to allocate more capacity to autos, which should translate to increased output by the middle of Q2," Hettenbach said...
."https://www.investors.com/news/technology/...ip-shortages/?src=A00220  

to come to Arizona
Three Asian companies have reportedly announced plans to establish facilities in Arizona to supply Taiwan Semiconductor Manufacturing Co. Ltd.'s forthcoming plant in Phoenix.

Taiwanese media reported that Chang Chun Petrochemical Co. Ltd., United Integrated Services Co. Ltd. and Mirle Automation Corp. each announced late last year that they intend to follow Taiwan Semiconductor (NYSE: TSM), which makes silicon chips for Apple Inc. and several other major technology companies, and expand into Arizona.......
https://www.abc15.com/news/business/...ans-to-come-to-arizona#:~:text  

https://finance.yahoo.com/news/...ductor-tsm-stock-buy-172840348.html
"Taiwan Semiconductor is the world’s largest outsourced foundry of logic semiconductor chips. TSMC’s shares appreciated 34.5% during the quarter. Taiwan Semiconductor continues to see unprecedented demand, albeit at a slightly less rapid growth rate than earlier in 2020. At the time of writing, TSMC announced strong fourth-quarter results and staggering growth in their expected capital expenditures for 2021 – growing from $17B in 2020 to $25B to $28B in 2021. Forward-looking capital expenditures are the key leading indicator of their medium-term growth rate expectations, and I expect TSMC management will continue to earn excellent returns on these colossal investments.
..."
 

Foundry-Gerüchte: TSMC könnte Fabrik in Europa bauen
Ob die Europäer sich einigen können in welchem Land die FAB gebaut wird, sehe ich noch als fraglich/nicht Zeitnah an. Der Neid der Anderen ist wohl das größte Problem. Aber die Autoindustrie würde es auf jedenfall begrüßen.
https://www.computerbase.de/2021-02/foundry-tsmc-fabrik-europa/  

with orders Samsung könnte davon profitieren

TSMC accounted for 54 percent of the global foundry market against Samsung Electronics’ 17 percent in 2020. Among global foundry companies, the two alone can mass-produce 10 nm or smaller products. Due to this situation, it is not easy for TSMC alone to handle the demand for semiconductors from ICT companies.

Until now, many foundry orders have been awarded to TSMC, which sticks to its business motto of "not competing with customers." But as TSMC is unable to meet growing orders, its clients have no choice but to choose other options.

Unlike TSMC which specializes in foundry services only, Samsung Electronics is a general semiconductor company which produces a wide range of products and has competitors in diverse business areas. For this reason, it has had difficulty getting foundry orders from its competitors, who are worried about showing their designs to a formidable rival....
http://www.businesskorea.co.kr/news/articleView.html?idxno=60899

Samsung Electronics Lands Foundry Order for Qualcomm's 5G Modem Chips
http://www.businesskorea.co.kr/news/articleView.html?idxno=60504
Qualcomm has decided to outsource production of its next-generation modem chip Snapdragon X65 and its sub-model X62 to the Foundry Department of Samsung Electronics, foreign media outlets and industry sources said on Feb. 15.The production volume is known to be worth about one trillion won.  

Taiwan Economy Minister Wang Mei-hua said on Saturday she had received a letter from the White House on the global shortage of auto chips and Taiwanese semiconductor firms are “doing what they should” to address the problem...Wang told reporters that she had received the letter on Friday night, adding she had previously met with local chip makers on the issue, referring to meetings she has held in recent weeks.
https://www.reuters.com/article/...ing-what-they-should-idUSKBN2AK04S


 

Samstag, 20. Februar 2021
09:01

TSMC (TSM) gewinnt als Markteinbruch: Was Sie wissen sollten
https://www.zacks.com/stock/news/1266499/...TWTCH-HL-tale_of_the_tape|yseop_template_6-1266499&mod=mw_quote_news

Diese 7 Halbleiteraktien gewinnen tatsächlich aus dem Chipmangel
https://investorplace.com/2021/02/...chip-shortage/?mod=mw_quote_news

Bestellen Sie Überladung bei TSMC, um Samsung Electronics zu unterstützen
http://www.businesskorea.co.kr/news/articleView.html?idxno=60899

TSMC verkauft Anteile an der optischen Sensoreinheit vor der geplanten Abspaltung
https://www.bnnbloomberg.ca/...-unit-before-planned-spinoff-1.1567787

TSMC setzt den Abwärtstrend fort und drückt Taiex nach unten
https://focustaiwan.tw/business/202102240006

Ausbleibende Niederschläge: TSMCs Fabriken von Wasserkrise bedroht
https://www.computerbase.de/2021-02/tsmc-fabrik-wasserkrise/
 

TAIPEI (Reuters) - Taiwan chipmakers are buying water by the truckload for some of their foundries as the island widens restrictions on water supply amid a drought that could exacerbate a chip supply crunch for the global auto industry.Taiwan, a key hub in the global technology supply chain for giants such as Apple Inc, will begin on Thursday to further reduce water supply for factories in central and southern cities where major science parks are located
https://www.reuters.com/article/...repare-for-the-worst-idUSKBN2AO0G3
 

via latest executive order.
https://www.reuters.com/article/...test-executive-order-idUSKBN2AO13D
WASHINGTON (Reuters) - President Joe Biden will sign an executive order on Wednesday aimed at addressing a global semiconductor chip shortage that has forced U.S. automakers and other manufacturers to cut production and alarmed the White House and members of Congress, administration officials said....
Administration officials said Biden’s executive order, to be signed at 4:45 p.m. EST Wednesday, will launch an immediate 100-day review of supply chains for four critical products: semiconductor chips, large-capacity batteries for electric vehicles, rare earth minerals and pharmaceuticals.
The order will also direct six sector reviews - modeled after the process used by the Defense Department to strengthen the defense industrial base.....
A group of U.S. chip companies earlier in February urged Biden to provide “substantial funding for incentives for semiconductor manufacturing” as part of his economic recovery and infrastructure plans. Last summer they supported bipartisan legislation to provide “tens of billions of dollars” to help pay for chip manufacturing and research....
U.S. semiconductor firms account for 47% of global chip sales but only 12% of production, because they have outsourced much of the manufacturing overseas....  

TSMC bereitet sich auf den Verkauf von Anleihen in Taiwan vor
durch die steigenden Zinsen könnten höhere Kosten entstehen.
https://www.bnnbloomberg.ca/...-taiwan-amid-major-expansion-1.1568381  

TSMC 5-nm-Prozesskapazität für mehr als 120.000 Wafer pro Monat in 2H21
laut Digitimes
TSMC ist bereit, seine Produktionskapazität für 5-nm-Prozesse im ersten Halbjahr 2021 von 90.000 Einheiten im vierten Quartal 2020 auf 105.000 Wafer pro Monat zu erhöhen. In der zweiten Jahreshälfte soll die Prozesskapazität auf 120.000 Einheiten weiter ausgebaut werden ...  

wages, benefits, bonuses...
TAIPEI (Taiwan News) — Taiwan Semiconductor Manufacturing Company (TSMC) is reportedly embarking on a massive recruitment program from its talent pool to staff its foundry in Phoenix, Arizona.
The world’s largest chipmaker is said to have held a number of internal information sessions in an attempt to attract at least 300 workers for the plant in the United States, wrote UDN.
The fab, which is set to break ground this year, is dedicated to the production of 12-inch wafers using 5-nanometer technology. The project is estimated to cost US$12 billion and will last between 2021 and 2029, with a monthly capacity of 20,000 wafers to be delivered starting 2024.
Earlier reports have disclosed the hiring push and the promise from the U.S. to grant as many working visas as needed. T.......
https://www.taiwannews.com.tw/en/news/4114151
 

Hsinchu Science Park’s Baoshan, which includes a 2 nanometer chip factory for Taiwan Semiconductor Manufacturing Co. (TSMC) needs to supply more information about water, electricity and other environmental issues before it can move ahead, the Environmental Protection Administration (EPA) said Friday (Feb. 26)The project in the Hsinchu County township of Baoshan will provide jobs for 2,500 people if it wins the approval of the authorities, CNA reported.

https://www.taiwannews.com.tw/en/news/4137082  

https://www.theregister.com/2021/02/24/tsmc_drought/