TSMC has committed to building its most advanced fabs in Taiwan, but that doesn't mean that it will stop expanding production capacity elsewhere, particularly China, which is home to some of its biggest clients. Both TSMC and UMC have plans to increase their 12-inch fab capacity in China to meet growing demand from the country's IC designers. But the US-China trade has indeed been sending more Taiwanese investors returning home from China. Innolux has already commit over NT$70 billion to building production lines in Taiwan. Fellow panel makers, AUO and CPT, are also increasing investments in Taiwan.
TSMC and UMC plan fab expansions in China
Posted on Friday, November 15 2019 @ 20:45 CET by Thomas De Maesschalck