供應鏈訂單可吃好幾年
聯電、力積電、南亞科與封測業等半導體廠商，雖然彼此在配合的供應商會有不同，例如聯電在無塵室工程的供應商以亞翔（6139）為主，但其他大部分供應商都大同小異。
半導體廠擴產在量產後，對材料需求包括矽晶圓、光阻液、晶圓載具、石英等諸多材料也會增長，矽晶圓廠環球晶（6488）、台勝科（3532）、再生晶圓廠辛耘、中砂（1560）、昇陽半導體（8028）、材料通路商崇越科技（5434）、華立（3010）、分析檢測廠閎康（3587）、宜特（3289）等，營運也都將受惠。
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台積電未來3年 投資1000億美元
這波半導體業投資擴產，以台積電規模最大，3年投資1,000億美元，等於從今年起到2023年，每年投資超過300億美元，涵蓋先進製程與成熟製程的產能。擴產地點除了台灣南科晶圓18廠的5奈米與3奈米廠、新竹寶山擴大計畫的研發晶圓廠與2奈米廠之外，還有海外的中國南京廠的28奈米製程、美國亞利桑那州的5奈米廠投資案。
台積電的本土供應商包括營建股的達欣工（2535）、無塵室與機電系統工程大廠漢唐（2404）、廠務系統與設備模組廠帆宣（6196）、EUV光罩盒及傳載方案廠商家登（3680）、廠務工程、設備相關的弘塑（3131）、意德士（7556）、京鼎（3413）、盟立（2464）等。市場預期台積電大舉擴產需求的廠務工程與設備商機，將使相關供應商可連續分食好幾年的訂單。
Supply chain orders can last for several years
Semiconductor manufacturers such as UMC, Power Semiconductor Manufacturing Co., Ltd., Nanya Technology, and Packaging and Testing Industry have different suppliers. For example, UMC’s supplier for clean room projects is mainly Yaxiang (6139), but most of the other suppliers The business capitals are much the same.
After the expansion of the semiconductor plant's mass production, the demand for materials including silicon wafers, photoresist liquids, wafer carriers, quartz and many other materials will also increase. Silicon wafer plants Global Crystal (6488), Taishengke (3532), Recycling Foundry Xinyun, China Sands (1560), Sun Sun Semiconductor (8028), material distributors Chongyue Technology (5434), Holley (3010), analysis and testing plant Hongkang (3587), iST (3289), etc. , Operations will also benefit.
TSMC invests US$100 billion in the next 3 years
This wave of investment and expansion in the semiconductor industry is TSMC’s largest scale, with a three-year investment of 100 billion US dollars, which is equivalent to an annual investment of more than 30 billion US dollars from this year to 2023, covering the production capacity of advanced and mature processes.
In addition to the 5nm and 3nm fabs of Nanke Fab 18 in Taiwan, the R&D fab and 2nm fab of the Hsinchu Baoshan Expansion Project, as well as the 28nm fab in Nanjing, China overseas. Manufacturing process, investment in a 5-nanometer factory in Arizona, USA.
TSMC’s local suppliers include Daxin Engineering (2535), a construction stock company, Hantang (2404), a major manufacturer of clean room and electromechanical systems engineering, factory system and equipment module factory Fanxuan (6196), EUV mask box and Transmission solution manufacturer Jiadeng (3680), factory engineering, equipment-related Hongsu (3131), Itex (7556), Jingding (3413), Mengli (2464), etc.
The market expects that TSMC's plant engineering and equipment business opportunities for large-scale expansion needs will enable relevant suppliers to share orders for several years.