Vanguard (VIS) is evaluating building a 2nd 12-inch fab since existing capacity has already been fully booked by clients, but first must confirm with clients, media report, noting the TSMC affiliate’s plan for production at its VSMC JV fab in Singapore has also changed. VSMC will produce more silicon interposer to support TSMC’s advanced packaging, with some equipment provided by TSMC. VSMC’s fab capacity plan has been reduced to 44,000 wafers per month from 55,000, and investment amount dropped to US$6.7 billion from $7.8B. $Taiwan Semiconductor(TSM.US) $NXP Semiconductors(NXPI.US) #Vanguard #VIS #semiconductors #semiconductor
Source: Dan Nystedt
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