【Market Commentary】A valuable part of TSMC’s business due to their EV ventures, European clients nevertheless comprise less than 5% of its revenue. As most of their chips are made at mature nodes, they account for a lower share of TSMC’s revenue compared to chips made at advanced nodes.
TrendForce believes that, if TSMC were to build a new fab in Germany, it must first overcome several major regulatory roadblocks, including the EU’s federated governing structure as well as strict standards for environmental impact assessment, water usage, etc..
The fact that manufacturing costs in Europe are likely to be higher than in Taiwan is also a potential hurdle should TSMC proceed with building a fab in Germany.
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