Market news has been reported that Taiwan Electric has not only plans to build a crystal factory in the United States, but also plans to build the first advanced packaging factory, which will be completed as soon as next year and will be completed by 2029.

Since Trump's administration, NTU has announced an investment plan of up to US$10 billion, covering crystal plants, R&D centers and advanced packaging facilities. Market news has been released that the packaging facility will be invested in Asia, and contractors have begun recruiting CoWoS equipment service engineers.

The packaging factory will be responsible for the production of technologies such as CoWoS, SoIC and CoW, and packaging solutions designed for new generation chips such as NVIDIA Rubin and AMD Instinct MI400. The oS (on Substrate) in the later stage is expected to be commissioned by Amkor.

U.S. customers are still highly dependent on Taiwan's packaging services. At present, many chips produced in the United States still need to be air-loaded back to Taiwan for packaging, further increasing the overall cost. With the huge market demand for packaging technologies such as CoWoS, NTU has chosen to expand packaging capacity in the United States to diversify supply chain risks and respond to partner expectations.

As a Taiwanese Electric Power customer, Su Zifeng, recently interviewed by Bloomberg, pointed out that the chips obtained from Taiwan Electric Power's American Arizona factory are more expensive than production in Taiwan. Among them, the cost of manufacturing in US factories is "more than 5% higher, but less than 20%. But she believes that the extra expenditure is worth it because it can diversify the supply of key chips. "We must consider supply chains, which is the teaching brought by the epidemic."

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