TSMC Advances 1.4nm Plan to 2027, Santos Signs POSCO LNG Deal
Newsquawk ·
Taiwan Semiconductor Manufacturing Company (2330 TT) has reportedly accelerated its 1.4nm technology expansion timeline, setting its sights on commercial manufacturing by 2027. In macroeconomic updates, Dutch manufacturing production for July rose by 1.6 percent month-on-month, rebounding sharply from the previous contraction of minus 1.3 percent. Meanwhile, Australian energy producer Santos (STO AT) has successfully secured a decade-long liquefied natural gas supply contract with South Korean steel major POSCO (005490 KS), strengthening their long-term commercial partnership across the Asia-Pacific region.
AI 시장 분석
TSMC has moved up its 1.4nm process expansion plan with a mass production target of 2027, and the Netherlands' July manufacturing production increased by 1.6% month-over-month, rebounding from the previous -1.3%. Additionally, Santos signed a 10-year long-term LNG supply contract with POSCO, securing a stable resource supply chain. These positive global semiconductor and energy sector news are raising expectations for improved performance in related industries.
상승 영향
- Semiconductors — TSMC's accelerated target for mass production of the 1.4nm process strengthens advanced semiconductor foundry competitiveness, leading to a surge in demand for related equipment and materials.
- Energy — The 10-year long-term LNG supply contract between Santos and POSCO establishes stable energy supply and demand along with a long-term revenue base.
DYAX 전담 분석
TSMC's early expansion of the 1.4nm process will further widen the technological gap in the advanced semiconductor market and drive the growth of the related ecosystem. The rebound in Dutch manufacturing production and the 10-year POSCO-Santos LNG contract are positive in terms of real economy recovery and securing stable raw materials.
If demand for advanced semiconductors is maintained in the future, stock prices of related equipment and material companies are expected to rise, and energy price volatility and supply chain stability must be continuously monitored.
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