There is news that the new European plant of Taiwan Semiconductor Manufacturing will be delayed by two years as soon as 2025

　　According to the latest report, the industry said that because the automotive semiconductor supply is no longer a serious shortage, and most of the automotive chip customers may switch to Japan, the United States and other new plants production, TSMC's European plant delayed by two years, as soon as 2025 to start construction of the plant.

　　At the meeting, TSMC said it was in talks with customers and partners and would evaluate the possibility of setting up specialized fabs in Europe focusing on automotive technology, depending on customer demand and government support. In response to news of the delay in the construction of new plants in Europe, Taiwan Semiconductor said it maintained its previous statement at the legal briefing and had no updated response at this time.

　　A team from Taiwan Semiconductor has visited Germany several times over the past two years to assess the feasibility of setting up a 12-inch fab in Germany, with the city of Dresden the most likely location, according to fab tool maker sources.

　　In addition, there is also news that Global Crystal's acquisition of German peer World Generation because of the German authorities because of "too little time to review", causing a ripple effect. Sources said that the original said to set up a plant in Germany is still in the "very, very early stage", it is feared that due to Global crystal acquisition of World Tron failed, the new European plant will turn to evaluate the Czech Republic.

　　Industry insiders pointed out that in the previous automotive chip shortage, TSMC not only accelerated production capacity scheduling in the factory in Taiwan, China, but also locked in the automotive field of new plants in Japan, Europe and other places. However, with the correction of the semiconductor economy, the main wafer foundries have more abundant capacity scheduling production of automotive chips, which makes the chip shortage improved to a certain extent, and even reached the balance between supply and demand.

　　Once the construction of the European plant is delayed, the industry analysis, its European automotive chip customers may maintain in Taiwan, China, or even transfer to Japan, the United States and other places to produce new plants, which will help Taiwan Semiconductor better use of overseas plant capacity.