由 jpichiban 台积电于8月20日在德国德累斯顿举行了首座欧洲工厂的动工仪式。该工厂由台积电与博世等公司共同投资运营，将成为面向欧洲的车载半导体供应基地。台积电计划派遣数百名工程师到德国，解决人才短缺问题。预计工厂总投资超过100亿欧元，计划于2027年底投入运营。德国政府已提供50亿欧元补贴，以确保半导体供应的稳定性。随着汽车电动化和自动驾驶技术的普及，汽车半导体的需求将持续增长，台积电在德国的工厂将成为欧洲汽车行业的重要供应基地。
Original Title: 台积电德国工厂动工，为欧洲供应车载半导体
Summary: TSMC, the world’s largest semiconductor manufacturer, held a groundbreaking ceremony for its first European factory in Dresden, eastern Germany, on August 20. The new factory will be operated through joint investment with major German automotive parts companies such as Bosch, making it a supply base for automotive semiconductors for Europe. TSMC will dispatch hundreds of engineers to preemptively address the talent shortage. The groundbreaking ceremony was attended by TSMC Chairman and CEO C.C. Wei, European Commission President Ursula von der Leyen, and German Chancellor Olaf Scholz, among others. Wei said that the reason they chose Dresden was simple: it is close to customers and has access to excellent talent. Reuters reported that Scholz said, “Semiconductors are at the heart of Germany’s future as an industrialized nation.” Construction of the factory is scheduled to begin in 2024 and be operational by the end of 2027. The total investment in the new factory is expected to exceed 10 billion euros. The operating company, “ESMC,” is 70% owned by TSMC, with Bosch, German automotive semiconductor giant Infineon Technologies, and Dutch automotive semiconductor giant NXP Semiconductors each holding 10%. The head of the operating company will be Koitzsch, from Bosch. To ensure a smooth project progression, the securing of operational personnel will be accelerated. The TSMC factory in Arizona, USA, which is ahead in attracting investment, has been affected by labor shortages, delaying the launch of its first factory from 2024 to 2025. At an event in Germany in June, Koitzsch revealed that nearly 2,000 employees will be hired locally. To advance the construction of the factory, hundreds of TSMC engineers will be dispatched to Dresden over the next 3 to 5 years. TSMC has launched talent development programs with German universities and local governments. German students will be invited to Taiwan for training at universities and TSMC’s research facilities. The German government has decided to provide a 50 billion euro subsidy, which has been approved by the European Commission. As a pillar industry for Europe and Germany, the automotive sector relies on a stable supply of semiconductors. While semiconductor prices are currently low, the importance of semiconductors is increasing in the medium to long term due to factors such as the electrification of vehicles and the spread of advanced driver-assistance systems (ADAS). The new factory will serve as a supply base for Europe. Semiconductor Intelligence, a US research firm, reports that Infineon ranks first, NXP second, and Bosch seventh in terms of global market share for automotive semiconductors in 2023. Infineon and NXP will outsource the production of microcontrollers (MCUs), used in automotive control, to TSMC. TSMC is the largest company in the semiconductor foundry market, holding a 60% global market share. It manufactures not only cutting-edge semiconductors but also a variety of mature semiconductors essential for various industries, including automobiles. The German factory will produce mature semiconductors with a line width of 12 to 28 nanometers for automotive, industrial, and other applications. In terms of production capacity, the factory will produce 40,000 12-inch wafers at full capacity, scheduled for 2029, slightly lower than its first factory in Kumamoto Prefecture, Japan (55,000 wafers). Yang Ruey-lin, research director of the Industrial Technology Research Institute (ITRI)’s think tank, the Industrial Technology International Strategy Development Institute, said that the factory could be developed as a “sustainable manufacturing” demonstration factory, utilizing Germany’s geographical advantages, such as the use of renewable energy. The European Union approved the “Chips Act” in July 2023, proposing a joint investment of 43 billion euros by the government and private sector by 2030. The goal is to increase the region’s share of global semiconductor production from 9% to 20% by 2030, expanding procurement within the region. Currently, over 90% of TSMC’s production capacity is concentrated in Taiwan. The company is expanding its production base in response to investment requests from governments around the world and customer demands. Research and mass production of the most advanced products will remain in Taiwan, while other operations will be dispersed overseas. The total investment in the three factories in Arizona, USA, is $65 billion, and the two factories in Kumamoto Prefecture, Japan, have also received a $20 billion investment. If the factories in the US, Europe, and Japan all come online, the region outside Taiwan will be responsible for over 20% of TSMC’s current production capacity, including existing factories in mainland China. Former US President Donald Trump’s statement in a US news agency interview broadcast in July, saying that “Taiwan has taken away the US semiconductor business,” sparked controversy and was one of the reasons for a sharp drop in TSMC’s stock price. At a press conference in July, TSMC’s C.C. Wei responded to Trump’s remarks, stating that TSMC has not changed its original overseas factory expansion plan and will continue to expand in Arizona and Kumamoto, with potential expansion in Europe in the future. If the process goes smoothly, further expansion in Europe will also come into view.
Original article: http://cn.nikkei.com/industry/itelectric-appliance/56485-2024-08-22-08-41-02.html?print=1