Part 9/12:
TSMC's planned fabs for these nodes in Hsinchu, Kaohsiung, and Taichung are projected to double the company's current water requirement, emphasizing that future expansions will pose substantial water challenges. Each new plant demands carefully planned infrastructure and water management solutions.
Lessons from Taiwan
TSMC’s experience in Taiwan provides valuable insights. Despite concerns, Taiwan generally has sufficient water resources, especially in the north, though drought years like 2021 remind us of vulnerabilities. During droughts, companies like TSMC and others resorted to water trucking and increased reliance on reclamation.