TSMC plans to increase its capex this year to support chipmaking on 7nm and 5nm processes, demand for which will be mainly driven by 5G applications. During TSMC's migration to even more advanced nodes, EUV will be crucial to cutting costs. As 5G is expected to be a major force driving growth for many industry sectors, PCB makers are also stepping up efforts upgrading products to support 5G smartphones.
TSMC steps up investment in EUV processes: Pure-play foundry Taiwan Semiconductor Manufacturing Company (TSMC) is stepping up the construction of its new factory site in Tainan, southern Taiwan, while its application to set up another new site designed for processes beyond 3nm in Hsinchu, northern Taiwan has gained government approal, according to sources familiar with the matter.
PCB supply chain upgrading tech specs for 5G smartphones: Taiwan PCB makers, boasting a significant presence in the supply chain of Apple, are quietly gearing up for specs upgrades on their products to support 5G smartphones, according to industry sources.
