Considering that the current supply of automotive chips is no longer seriously tight, and that most automotive chip customers can transfer to new factories in Japan, the United States and other places for production, TSMC is very likely to postpone its plan to build factories in Europe from 2023 to 2025. Previously, it was difficult to obtain a single product of automotive chips. In addition to speeding up its production capacity scheduling in Taiwan, China, China, TSMC also locked in the automotive field in new factories in Japan, Europe and other places. In addition, large auto chip manufacturers such as Infineon, Reza Electronics and Texas Instruments have invested heavily in the expansion of production recently, which may also be an important factor causing TSMC to delay the European plant construction plan.
