According to industry analysis, TSMC must increase its capacity to meet the huge demand of customers for urgent orders and maintain strong momentum for subsequent operations.
According to the source, 5nm mainly produces the next generation of Huaweis flagship mobile phone Kirin 1020 chip, while the 7Nm version produces 5g base station chip.
TSMC emphasizes that the premise for us to set up a factory is cost and matching with customer demand. Under the condition that the US government is willing to solve the investment problem, TSMC will see the opportunity. This investment has no political consideration.
Source: Wang Fengzhi, editor in charge of Netease Technology Report