Thursday, April 2, 2020

TSMC hit by 3nm delay fears over Covid-19 Lock-downs

TSMC is on schedule with its 5 nm process plan, but its 3 nm trial production may get delayed: The world's largest contract chipmaker is planning to launch mass production of its 3 nm process sometime in 2022, and media reported Monday that installation of production equipment in its 3 nm wafer fab in Tainan will be delayed to October from June this year, which will delay its trial production set for 2021. The COVID-19 escalation has hit Europe, and [Netherlands-based] ASML Holding, which is TSMC's major production equipment supplier, has been affected by a lockdown. It is understandable that the progress of TSMC's new technology has been affected.

Below a comparison of the Covid-19 daily new confirmed deaths, which is the only comparable parameter to use due to different testing capabilities and frequencies, in time and nation to nation. As can be seen the situation in Asian is under control after the gotten hit by the first wave of the Coronavirus. The European situation is stabilizing: Italy, Netherlands, Germany France, others look similar and are flattening the curve. In The USA situation is escalating. Many nations in Europe are forecasting a lift of Lockdown in May but are very careful, as an example Germany will decide in 19 April how to proceed according to Chancellor Dr. Angela Merkel.

BALD Engineering AB continues to monitor the Covid-19 situation due to lockdowns that affect the  the semiconductor industry – Stay Safe!

Google Finance (2020-04-02, 10:39 CET)

Sources:

Taiwan shares edge lower, TSMC hit by 3nm delay fears

Our World of data: https://ourworldindata.org/coronavirus

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By Abhishekkumar Thakur, Jonas Sundqvist

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