What Intel did was a surprise at the time, because addressing the demand-side problem began the budget 1.5 billion dollars to increase production and thus achieve an unprecedented increase in power in the industry.
A year and a few months later the situation is similar for the Swans, but also his top competitor has fallen into the same trap. The problem for the blues is that the steps the TSMC will take are far from those of Intel at the time.
The TSMC is looking for an explanatory solution: it approves a $ 6 billion budget
As reported today Digitimes, the TSMC board of directors has approved the solution as much as it is impressive, especially because they want to address the problem at hand and to avoid escalating it.
To do this, company executives have agreed on a budget that is approximately approx 6.74 billion dollars which will be considered in the design of new invoice locations and, in addition to renewing the production capacity of the company's current and developed locations.
This includes special processes and an increase in the packaging capacity of the company, so the company looks not only at the present, but also for future problems, giving another impetus to what lies ahead.
TSMC's global investment by 2020 is estimated at $ 16 billion
The Taiwanese will not leave this year's cost by 2020 on the pretext of being leaders in the semiconductor continent and at a critical moment like this, when Intel will introduce 10 nm high performance.
In this case, it is estimated that the total cost of the company depending on the investment of the TSMC product goes up 16 billion, above the $ 14.9 billion allocation in 2019. Across that great council, it is estimated 80%
All of this is driven by the fact that most of their customers do not reduce the number of monthly orders, even with the epidemic of Coronavirus which concerns China, which eventually falls short of the usual wafers and chips.
In addition, reservations leading to customers like AMD within six months of viewing can be at greater risk from rising demand, the reason for having many tangible decisions here, which should eliminate the entire problem at once. everything.