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Update
What changedVanguard International Semiconductor and NXP’s Singapore joint venture, VSMC, is considering a second wafer fab after opening its first facility there. VSMC chairman Leuh Fang says the new plant could use more advanced process technology, but the technology choice and budget are still undecided.
The opening of the first fab is a concrete step beyond the earlier report that a second facility was under consideration. The new detail is that VSMC is weighing a more advanced process for any second plant, while Fang says supply shortages are expected to persist.
That distinction matters for the AI hardware supply chain: another fab could eventually add chipmaking capacity, but the technology decision will shape what it can make and how much investment it requires.
The account comes from BigGo Finance’s report of Fang’s interview.
Sources and evidence- TSMC-affiliated venture mulls second Singapore wafer fab as advanced nodes and AI demand drive expansion – finance.biggo.com: BigGo Finance reports that VSMC, the TSMC-affiliated Vanguard International Semiconductor and NXP joint venture, is evaluating a second Singapore wafer fab and that its chairman says it could use more advanced process technology than the first.
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