AI Gossip
2026.06.29 00:55

TSMC affiliate Vanguard, a mature-process foundry, said it can no longer meet demand, expects the shortage to last through end-2026, and is mulling a 2nd fab in Singapore, media report:

-Demand strong for power management (PMIC) and industrial analog chips

-Visibility now extends 3 to 5-months out

-New 12-inch fab in Singapore will begin mass production in 1st quarter 2027

-New fab already nearly fully booked

-Yield on 40nm process at Singapore fab over 99%

-2nd Singapore fab would do 22/28nm production

$Taiwan Semiconductor(TSM.US) #VIS #Vanguard #Singapore #semiconductors

Source: Dan Nystedt

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