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TSMC to Phase Out 6-Inch Wafer Production Over Two Years

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Taiwan Semiconductor Manufacturing Co. (TSMC) announced on Tuesday that it will gradually phase out its 6-inch wafer manufacturing business over the next two years, while continuing to consolidate 8-inch wafer production to improve operational efficiency.

STRATEGIC MOVE

  • The decision was made after a thorough evaluation of market conditions and aligns with TSMC’s long-term business strategy.

  • The company emphasized that the transition will be managed closely with customers to ensure their needs are met.

  • TSMC stated that this move will not impact previously announced financial targets.

MANUFACTURING CAPACITY

  • TSMC currently operates one 6-inch wafer fab and four 8-inch wafer fabs in Taiwan for mature-node chip production.

  • Advanced-node chip manufacturing, used by clients like Apple and Nvidia, is conducted in 12-inch fabs.

  • In July, TSMC forecasted annual revenue growth of approximately 30% in U.S. dollar terms.

RATIONALE
The phase-out reflects market trends and efficiency goals, allowing TSMC to focus resources on more in-demand wafer sizes and advanced technologies.

TSMC Revises First-Quarter Revenue Forecast Due to January Earthquake Impact

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Taiwan Semiconductor Manufacturing Co. (TSMC), the world’s leading contract chipmaker, revised its first-quarter revenue outlook on Monday, indicating that it would be closer to the lower end of its guidance. This revision comes after the company reported an estimated $161 million loss from the earthquake that struck southern Taiwan in late January.

TSMC, which supplies major companies such as Apple and Nvidia, calculated the losses from the earthquake at approximately NT$5.3 billion ($161 million), accounting for insurance claims. Despite the financial setback, the company clarified that there was no structural damage to its production facilities, and operations have resumed as usual.

The earthquake resulted in the destruction of some semiconductor wafers, affecting production. However, TSMC is actively working to recover the lost output and confirmed that its full-year outlook remains unchanged. The revised first-quarter revenue forecast now expects to fall within the range of $25 billion to $25.8 billion, closer to the lower end of the initial estimate.

TSMC Reports Operations Running Smoothly After Taiwan’s 6.4 Magnitude Earthquake

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Taiwan Semiconductor Manufacturing Company (TSMC) announced on Tuesday that all its sites are operating normally following a 6.4 magnitude earthquake that struck southern Taiwan. The earthquake, centered in a mountainous rural area, resulted in minor damage and light injuries.

Key Points:

  • Operations Resumed: TSMC confirmed that its facilities, including those critical to the production of advanced chips for companies like Apple and Nvidia, were fully operational after post-earthquake structural inspections showed no significant damage. Workers were evacuated as a precaution at some sites in central and southern Taiwan, but safety systems, including water supply and power, remained unaffected.
  • Injuries and Damage: The earthquake occurred shortly after midnight and left 27 people hospitalized for minor injuries. While some households experienced temporary blackouts, electricity was restored by mid-morning, with no major disruptions to TSMC’s operations.
  • Taiwan’s Seismic Activity: Taiwan, located on the boundary of two tectonic plates, is prone to earthquakes. The country’s most recent significant earthquake was a 7.2 magnitude tremor in April, which caused 13 fatalities.