TSMC, with clients lining up eagerly for a share of its capacity support, has reported record sales for Septmber. The foundry house's 7nm and 5nm manufacturing capacity has been falling short of demand, and TSMC is likely to raise capex for expanding its advanced node manufacturing lines. Micron Technology is alo expanding its production capacity in Taiwan. The US memory vendor is already installing equipment at a new fab in central Taiwan, with construction of the Micron plant to complete by year-end 2020. For server suppliers, demand from datacenter clients is regaining momentum after a slow third quarter.
TSMC likely to raise 2020 capex again: TSMC is likely to make another upward adjustment to its capex outlook this year, due to strong demand for 7nm and 5nm process manufacturing, according to industry sources.
Micron starts equipment move-in at new plant in Taiwan: Micron Technology is constructing a new plant in Taichung, central Taiwan with equipment move-in already kicking off. Construction of the plant, dubbed A3, is set to complete by the end of 2020.
Datacenter demand turning strong in 4Q20: Demand from datacenter operators has regained momentun after seeing a deceleration in server orders from US clients in third-qauarter 2020, according to sources from the upstream supply chain.