According to the latest report, the industry pointed out that the mature process has been seriously out of stock in the past three years, causing many problems in the supply chain.
However, TSMC set a mature process expansion plan five years ago, so as to avoid affecting its own advanced process shipments and help customers improve their problems.
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Moreover, the industry recently reported that Qualcomm has increased outsourcing production suppliers for some mature process orders, which reflects that Samsung’s own advanced process matching mature process has a gap, affecting its own advanced process shipment speed, and also prompting Qualcomm to expand the mature process.
Furthermore, the expansion of TSMC’s mature processes is more focused on special processes, and more importantly, it is to gradually increase the proportion of special processes in mature processes, so as to support the growth of the customer base and provide a full range of manufacturing services.
TSMC Chairman Liu Deyin previously emphasized that this is to increase the production capacity of mature processes to support customers, which is related to customer management.
