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TSMC to Elon Musk: There are no Shortcuts in Building Fabs!

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SemiWiki

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TSMC's CEO CC Wei reported strong earnings driven by demand and execution, highlighting the company's trusted relationships with partners and customers. The focus remains on N3 and N5 nodes, with plans for new 3-nanometer fabs in Taiwan, Arizona, and Japan. TSMC aims to prioritize N2 expansion and maintain dominance in the semiconductor industry. The company's A14 technology promises performance and power benefits, with volume production scheduled for 2028. CC Wei emphasized the importance of avoiding shortcuts in fab construction, addressing Elon Musk directly. TSMC's increased CapEX reflects the company's commitment to growth and innovation.

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