semiconductor / news / / Benzinga
Apple CEO Tim Cook said the company has “less flexibility in the supply chain than we normally would’ Taiwan Semiconductor is accelerating expansion, investing in next-generation technologies, and scaling capacity.
Taiwan Semiconductor has revived its advanced wafer fab project at Longtan in Hsinchu Science Park.
KEY POINTS
- The company is exploring angstrom-class (~0.1nm) processes, potentially investing NT$500-600 billion.
- TSMC began 2-nanometer production and is expanding 3-nanometer capacity for AI demand.
- Apple cited limited supply chain flexibility due to strong AI-driven demand and capacity constraints.
- TSMC plans $52-56 billion capital spending for 2026, advancing new fabs in Taiwan, U.S., and Japan.
COMPANIES
Summarized by Newsio from Benzinga. How we summarize →