Taiwan’s TSMC, which continues to be the undisputed leader in the casting industry, is also very uneasy. The fact that both Intel and Samsung have invested hundreds of billions of dollars into commissioning new facilities means that the competition will intensify. TSMC intends to take action against this.TSMC will increase investments
Keeping production technologies and efficiency at a certain standard is very important for competition, but this requires constant investment. According to the information received, TSMC will go to a capital increase next year and reach a record capital. It is stated that TSMC also feels the need to take a step, especially due to Samsung’s aggressive investments.
Having achieved efficiency in the 3nm process, TSMC plans to switch to the 2nm process in 2025. In this respect, part of this year’s capital increase is left to next year. A capital increase of around 41-42 billion dollars is expected next year. Thus, Samsung’s investment of 355 billion dollars for a 5-year period will be answered.
Earlier in the year, Samsung semiconductor division made false reports and made the efficiency seem normal in the 3nm, 4nm and 5nm lines. With these reports, Samsung, which closed the Snapdragon 8 Gen 1 tender, disappointed Qualcomm at the end. It is stated that TSMC is particularly worried about this issue.
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