VSMC Celebrates the Grand Opening of Its First 300mm Fab in Singapore

manilatimes.net · 2026-09-28

Strengthens global semiconductor supply chain resilience; monthly capacity expected to reach 44,000 12-inch wafers by 2029

TickrTrends take: VSMC's expansion into 300mm wafer fabrication in Singapore represents infrastructure investment that could strengthen semiconductor supply chains for companies like NXP, a major fabless chipmaker. As NXPI currently trades at an undervalued level according to TickrTrends, investors focused on valuation should monitor whether this capacity addition improves industry dynamics and NXP's ability to secure reliable manufacturing partners. The development of regional semiconductor manufacturing capacity may reduce supply chain risks that have historically pressured technology sector valuations.

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