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Friday 6 January 2023
TSMC, GF to be main AMD foundry partners
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...
Thursday 29 December 2022
Gudeng dismisses speculation about withdrawal from China
Taiwan-based EUV pod and reticle box supplier Gudeng Precision Industrial reportedly has stopped shipments to Chinese clients, sparking market speculation that it might withdraw from...
Thursday 29 December 2022
TSMC to scale up 3nm chip output in mid-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.
Wednesday 28 December 2022
TSMC braces for weak 1Q23
TSMC is bracing for a nearly 15% sequential decline in first-quarter 2023 revenue, driven by falling capacity utilization rates at its fabs and wafer banks reaching new highs, according...
Wednesday 21 December 2022
Substantial RF chip orders to boost TSMC 7nm capacity utilization in 2H23
TSMC is expected to see its capacity utilization for 7/6nm process nodes rebound in the second half of 2023, thanks to substantial orders for Qualcomm's RF chips used in Apple's next-generation...
Tuesday 13 December 2022
IC material distributor Topco expects impressive revenue gains in 2022
Topco Scientific, which distributes mainly silicon wafers, photoresist and other chipmaking materials, is on track to post notable revenue growth in 2022 despite the ongoing inventory...
Monday 12 December 2022
TSMC may see revenue fall 10-15%, 7nm capacity utilization slip to 50% in 1Q23
TSMC is estimated to experience a 10-15% sequential revenue fall for the first quarter of 2023, driven by a significant shrinkage in new orders for the first half of the year, and...
Tuesday 29 November 2022
Baidu's Kunlun Xin mass produces 7nm XPU-R chips for autonomous driving
China-based Kunlun Xin (Kunlun Semionductor) said it is developing 3G and 4G chips with an open platform. The high-performance chips will be highly compatible with high-end autonomous...
Monday 28 November 2022
TSMC capacity utilization fall to widen in 1H23
TSMC's overall fab capacity utilization rate is estimated to fall to 80% in the first half of 2023, with the utilization for 7/6 nm process capacity to see a widening fall, 5/4nm...
Monday 21 November 2022
Nvidia set to launch lower-spec AI GPU for sales to China
Nvidia is expected to advance the rollout of a downgraded version of its AI chips, dubbed AI 800, for shipments to Chinese clients in response to restrictions on its China-bound sales...
Monday 14 November 2022
TSMC ecosystem partners for IC design services stay unscathed amid headwinds
TSMC and its ecosystem partners in Taiwan, especially silicon IP and IC design services providers, remain able to embrace revenue gains for the fourth quarter and 2023, while most...
Wednesday 9 November 2022
TSMC 7nm process capacity utilization falling rapidly
Capacity utilization rates for TSMC's 7nm process platform and its process variants N6, N7 have fallen below 50%, according to industry sources.
Monday 31 October 2022
TSMC sees major clients continue order cuts, but remains confident about 2023
With semiconductor inventory woes intensifying at supply chains, even TSMC cannot withstand the subsequent order-cutting storm, as many of its top-10 clients have cut more orders...
Monday 24 October 2022
PC, handset sales could worsen next year to 2019-2020 levels, say foundry sources
Sluggish PC and handset sales are expected to worsen further in the first half of 2023, and most supply chain players are likely to see their shipments and revenues for next year...
Tuesday 18 October 2022
Who's in control of SMIC technology advances?
A TechInsight report disclosed in July 2022 that Semiconductor Manufacturing International (SMIC) had been shipping 7nm chips made with 14nm equipment for the MinerVa Bitcoin...