TSMC’s manufacturing facility in Arizona suffered an unplanned shutdown lasting several hours, triggered by a power outage at its supplier, Linde Group. This incident led to the disposal of thousands of wafers destined for clients including Apple. The plant’s net revenue for the third quarter saw a dramatic 99% drop. Alongside escalating operational costs, the power outage was a key factor behind the profit decline. TSMC is navigating numerous challenges in its overseas operations; however, the financial impact of this event may be mitigated by insurance coverage. Additionally, it is projected that capacity expansion efforts will not reach fruition until 2025, underscoring the critical importance of effective supply chain management.
