On the afternoon of October 13, TSMC reported the latest situation of the Nanjing semiconductor factory at the third quarter earnings report. The company's Nanjing plant expansion plan is still on track, but the original 7nm chips have been switched to 28 and 22nm processes, and 16nm is within the limits.

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In terms of production expansion progress, the progress of overseas factories such as the United States and Japan remains unchanged, while the 22nm and 28nm production expansion of the Nanjing factory has obtained a one-year license, and can continue to purchase related equipment from the United States. In addition, a new plant in Kaohsiung, which is mainly based on 7/28nm process, was originally planned to be mass-produced in 2024, but it was revised due to the decrease in demand for 7nm, and the 28nm remained unchanged.

TSMC did not comment on this at its third-quarter earnings conference. The source pointed out that the United States also granted the same one-year exemption to South Korea's SK Hynix and Samsung, but the domestic storage giants Yangtze River Storage (YMTC) and Changxin Storage (CXMT) were not licensed.

Official data shows that since Huawei’s HiSilicon technology was restricted by the United States, TSMC’s revenue in mainland China has dropped significantly. In 2020, mainland China will contribute 17% to TSMC’s revenue, 10% in 2021, and 13% in the second quarter of 2022. .

On the contrary, the Chinese TSMC company frequently went to foreign markets to build new production bases. According to foreign media reports, TSMC organized a delegation to visit Dresden, a German semiconductor settlement this month. Bosch, NXP, Global Foundries, Infineon and other companies are also Local factory.