[New] Texas Governor Reported to Visit TSMC, Offering Incentives to Attract Investment

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According to a report from Commercial Times, citing industry sources, TSMC has become the focus of active collaboration efforts from various parties. The governor of Texas, Greg Abbott, plans to visit TSMC after the U.S. elections to persuade the company to transfer its Arizona plant investment plan to Texas, offering discounts on water and electricity, along with subsidy incentives.

Texas is actively courting TSMC, offering more favorable policies in hopes of persuading the company to shift its original Arizona investment to the state. Furthermore, the report indicated that, citing industry sources, Texas offers a well-established supply chain cluster of Taiwanese factories, along with its proximity to Mexico.

The report also noted that Samsung Display has sought TSMC’s production support to meet Apple’s growing demand. According to the report, institutional investors highlighted that as the LCD market shifts to AMOLED, UMC’s display driver capacity is facing supply shortages, and TSMC is the only company capable of meeting Apple’s production capacity requirements. Additionally, next year’s capacity for mature process production is expected to be loose, and TSMC is anticipated to offer discounts to boost utilization rates.

Regarding the technological development from TSMC, the report also indicated that TSMC is advancing its 16nm FinFET process to produce driver ICs, enhancing their high performance and low power consumption, which is expected to appeal to Apple.

According to the report, industry sources indicate that FOPLP packaging technology is a key area of development for both Apple and TSMC, suggesting that FOPLP will be a major focus of advanced packaging innovation in the next phase. The report also speculates that the Texas governor’s visit to TSMC may have been arranged by Apple, a major client of TSMC.

Read more

• [News] TSMC’s First Plant in Arizona Achieves Early Chip Production Yields Higher than Taiwan’s
• [News] TSMC Reportedly Begins Small-Scale Production in Arizona for Apple’s A16 with the N4P Node

(Photo credit: TSMC)