TSMC is expected to see 5nm and 4nm chip sales generate an additional NT$100 billion in 2023, despite a roughly flat revenue growth this year, according to industry sources.
Part of TSMC's fab utilization rates, including those for 7/6nm process nodes, will begin to recover in April, sooner than previously predicted by the market, according to sources...
TSMC could hardly achieve profitable mass production of 5/4/3nm chips at its new plant under construction in the US, and will find it a tough challenge to transfer part of its huge...
TSMC's fab utilization in the first quarter of 2023 is being dragged down by a rapid slowdown in 7nm and 6nm chip orders, but the foundry has managed to keep its overall fab utilization...
TSMC's capacity utilization for 5/4nm process nodes started picking up recently, driven by a strong pull-in of orders primarily for AI chips and server processors with short lead...
Samsung Electronics announced that it would manufacture automotive AI chips for US-based Ambarella, a move for Samsung's foundry business to diversify away from maturing handset sector...
The Netherlands and Japan reportedly have struck a deal with the US to jointly restrict exports of chipmaking tools to China, which will further cripple the development of China's...
IC design service company Global Unichip expects to post a double-digit revenue surge in 2023, thanks to a ramp-up in orders for non-recurring engineering (NRE) designs and turnkey...
TSMC's capacity utilization for 5/4nm process nodes, which will fall to about 75% in the first quarter of 2023, may drop below 70% in the second quarter, according to industry sour...
A continued ramp-up in 5nm chip output buoyed TSMC's revenue and profit performance in the fourth quarter of 2022, when the pure-play foundry also saw sales generated from the HPC...
TSMC will see its capacity utilization for 5/4nm process nodes slide from 90% to 70% in the first quarter of 2023, due to cutbacks in orders from Apple and AMD, according to industry...
TSMC and GlobalFoundries are expected to remain AMD's main foundry partners through 2025, while Samsung Electronics has secured only 14nm chip orders for the processor vendor's APU...
TSMC has received chip orders from system vendors including Google, Tesla, and Oppo, in addition to Apple, utilizing its sub-5nm process technologies, according to industry sources...
MediaTek and Qualcomm will have to think more about whether to follow in the footsteps of Apple to have their mobile SoCs fabricated by TSMC using 3nm process technology in 2023,...
TSMC is expected to ramp up substantially its 3nm chip output starting mid 2023 to fulfill orders from multiple customers, according to sources at fab toolmakers.
