Remember that rumour from last week about TSMC potentially building a fab in Japan and partnering up with Sony? Well, the deal is on and the fab is set to start construction in 2022, with production expected to start sometime in 2024. However, as mentioned, the fab isn’t going to be using any cutting edge technology when it comes to the process node, since it’s intended for imaging sensors and EV components.
The new fab is said to focus on 28 and 22 nm nodes, according to Tim Culpan, who writes for Bloomberg and who has been reporting on TSMC for at least the last decade. This is backed up by the Nikkei that reports that the US$7 billion fab will make chips in the 20-nm range, without going into further details beyond mentioning these nodes are over a decade old. That said, there are still plenty of products made on older nodes than that, as not everything has to be built on a cutting edge node and many components wouldn’t benefit from a smaller node. Regardless, this fab won’t help with the current shortage of components, but will hopefully lead to better availability of certain components in the future.