With the accelerated installation of TSMC’s new plant and the expansion of investment in Japan, the United States, and the new plant in Nanjing, China, the equipment factory estimates that TSMC’s capital expenditure in 2022 is US$33-35 billion, an increase of 10% from the US$30 billion in 2021. -16.7%, hitting a record high.

According to Taiwanese media "Business Times", TSMC is making full efforts to expand its production capacity. In terms of advanced manufacturing processes, 4nm and 3nm will enter mass production in the second half of 2022. The research and development of 2nm GAA transistor nanosheet technology continues to advance and will acquire land in 2022. And launch the plant construction plan.

At the same time, TSMC’s overseas layout is accelerating. The 5nm plant in the United States has begun construction, and the Japanese plant and the 28nm capacity investment plan in Nanjing, China will also be rolled out in 2022.

TSMC President Wei Zhejia also pointed out at the legal meeting a few days ago that “we are witnessing the structural increase in potential semiconductor demand.” He also said that in order to face this change, TSMC is working closely with customers to plan production capacity and invest in advanced processes and special processes. To respond to customer needs.

On this basis, industry insiders predict that with the expansion of capital expenditures, TSMC suppliers are expected to directly benefit, and the operating conditions in 2022 may be better than in 2021.