#TSMC updates: “#Taiwan experienced several significant #earthquakes this morning. To ensure the safety of personnel, evacuation procedures have been initiated in some foundry areas according to internal company protocols. The occupational safety system is functioning normally. Detailed information is still being confirmed at the moment.”
#TSMC updates: “Due to safety concerns, TSMC has decided to suspend work at fab construction sites across Taiwan today. Construction will resume after the inspection.”
#TSMC latest updates tonight: “Based on TSMC's rich experience and capability in earthquake response and disaster prevention, and regular safety drills to ensure full preparedness. Within just 10 hours after the earthquake on April 3rd, the recovery rate of wafer fab equipment has exceeded 70%, and the recovery rate of newly built fabs (such as Fab 18) has exceeded 80%. Although a few pieces of equipment in some areas were damaged, affecting production lines, major machines including all Extreme Ultraviolet (EUV) lithography equipment remained undamaged. TSMC has allocated resources to expedite comprehensive recovery and has resumed operations today, maintaining close communication with our customers. We will continue to closely monitor and communicate directly with our customers about any relevant impacts.”
#TSMC updates: “As of today (April 5), apart from some production lines located in areas with significant seismic activity, which require longer time for adjustment and calibration to restore automated production, thanks to the joint efforts of TSMC colleagues and supplier partners, the equipment within Taiwan's wafer fabs has largely recovered. TSMC's full-year performance outlook in USD is expected to remain consistent with the January guidance, with full-year revenue growth expected to be in the low-to-mid twenties percentage range. TSMC is conducting a comprehensive review of the impact of this earthquake. Meanwhile, we continue to maintain close communication with our customers and timely communicate any relevant impacts.”
@Wenyee_Lee Thanks great info! Apples new A18 and M4 chips were expected to ramp production in Q2 at Fab 18.