Market Insights - Taiwan Earthquake 2 (1) - Flipbook - Page 4
Top five regional fab updates
AI CUSTOMERS
REMAINS FIRM
United States (Arizona) TSMC
Japan (Kumamoto) TSMC
The first fabs that broke ground in 2024 are now
moving into tool installation and final fit-out,
with production still scheduled for 2026, while the
second phase is expected to follow in early 2027, as
demand from AI customers remains firm.
Following the ramp-up of the first fab, the second
facility is now under construction, with production
expected in late 2026 into early 2027, largely
supporting automotive and industrial demand.
India (Sanand) Micron Technology
Germany (Magdeburg) Intel
The project, approved in 2024, is progressing
through site works and early construction; timelines
have extended slightly, but initial operations are still
targeted for 2027 as Europe continues to build out
local capacity.
The backend facility launched in 2024 has already
entered early production, with a full ramp expected
through 2026, marking a clear step forward in India’s
role within the global supply chain.
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