Although TSMC has not yet announced specific investment plans in Europe, IT has previously revealed that it is in contact with customers and partners in Europe to evaluate the possibility of building a plant in Europe based on customer demand and the level of government support.
Based on equipment and production chain sources, TSMC appears to be preparing to open a plant in Dresden, Germany.
According to Taiwan's Business Times, TSMC has selected a plant in Dresden, with production expected to start in 2025, in response to strong local demand in Europe for mature specialized processes. In five years, TSMC expects overseas production to account for more than 20 per cent of 28nm and more advanced processes.
As far as IT Home is aware, Dresden now has a complete semiconductor production chain and supply ecosystem, and TSMC can get EU subsidies and be closer to customers to build a plant there.
According to public data, Dresden is the largest semiconductor center in Europe, where Infineon, Bosch, Chipmaker, X-Fab, and NXP have established fabs. Applied Materials, ASML, and Siltronic also have full support in the area, and more than 50,000 people are employed in semiconductor.
Due to global geopolitical risks, TSMC has been carrying out global investment layout in recent years. Currently, it has finalized investment plans in the United States and Japan. It has also been reported that the governments of Singapore, the United Arab Emirates, India and other countries hope to win over Taiwanese wafer foundries for local investment, but no manufacturer has finalized specific investment plans yet.
TSMC has previously stressed that it will continue to expand its production capacity in Taiwan, with the 3nm technology having reached mass production at the end of last year and currently preparing for the 2nm technology to begin mass production in 2025.