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進入《TAIPEI TIMES》 TSMC plans more Europe fabs: official
The Taiwan Semiconductor Manufacturing Co logo at the company’s campus in Hsinchu is pictured on July 16. Photo: An Rong Xu, Bloomberg
AI AIM: The chipmaker wants joint research and development programs with the Czech Republic, and the government is considering supporting investments in a Czech location
/ Bloomberg
Taiwan Semiconductor Manufacturing Co （TSMC, 台積電） is planning to build more plants in Europe with a focus on the market for artificial intelligence （AI） chips as the chipmaker expands its global footprint, a senior Taiwanese official said.
“They have started construction of the first fab in Dresden; they are already planning the next few fabs in the future for different market sectors as well,” National Science and Technology Council （NSTC） Minister Wu Cheng-wen （吳誠文） told Bloomberg TV in an interview that aired yesterday.
Wu did not specify a timeline for TSMC’s further expansion in Europe.
TSMC in an e-mailed statement said it remains focused on its global expansion projects and has no new investment plans at this time.
TSMC, which is the world’s biggest chipmaker and produces most of its semiconductors in Taiwan, is spending tens of billions of dollars to set up new sites in the US, Japan and Germany, partly to hedge against rising geopolitical tensions with China.
It broke ground in August on a 10 billion euros （US$10.93 billion） chip fabrication plant in Germany’s Dresden for what is to be its first factory in the EU. About half of the funding for that project would be covered by state subsidies, with production slated to start by the end of 2027.
The AI market, including chips for US-based Nvidia Corp and Advanced Micro Devices Inc, would be the most important segment, while other semiconductor companies with alternative designs might also offer opportunities for TSMC, Wu said.
“Maybe they can work on the European market as well, so TSMC is looking for that for planning their next few fabs,” he said, adding that the company would need to evaluate whether to expand in Dresden or to build in other parts of the EU.
While established European chipmakers including NXP Semiconductors NV and Infineon Technologies AG are focused mostly on mature technologies for the industrial and automotive sectors, a number of next-generation chip designers have emerged in Europe, including Germany’s Black Semiconductor GmbH and Axelera AI in the Netherlands.
TSMC’s overseas factories are also creating opportunities for countries and cities nearby to secure investments from its suppliers. For the Dresden site, the Czech Republic appears to emerge as a winner as Prague and Taipei have deepened their relations in recent years.
The government is considering support for TSMC suppliers to invest in a Czech location that is close to Dresden, Wu said.
He said he is also seeking to facilitate joint research and development programs for academics in Taiwan and the Czech Republic.
Prague has official diplomatic relations with Beijing, but it has been forging closer trade and informal ties with Taipei. Several senior Taiwanese officials, including Wu, have traveled to the Czech Republic over the past year. Former president Tsai Ing-wen （蔡英文） is also visiting the country as the first stop of her European trip.
Separately, Wu said he expects Taiwanese chip firms to face further pressure to expand in the US regardless of the outcome of the presidential election next month. TSMC has so far pledged more than US$65 billion to create three plants in Arizona.
“Short term, maybe it is painful for Taiwanese companies, because it is more expensive if they move over there,” he said. “But in the long run, maybe it is good for them, from my point of view, because they can improve themselves.”
新聞來源：TAIPEI TIMES
