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TSMC updates
Foundry house TSMC plays a crucial role in the semiconductor sector, and the world economy in general.
IN THE NEWS
Tuesday 12 November 2024
Intel's German fab plans face setbacks amid the collapse of governing coalition
While global attention focuses on the US presidency transition, Germany's "traffic light" coalition government collapsed on November 6.
Tuesday 12 November 2024
Samsung eyes TSMC alliance to close HBM gap with SK Hynix
Nvidia is gearing up to debut its next-gen "Rubin" GPU in 2025, featuring eight HBM4 chips, with a Rubin Ultra version to follow, packing twelve. In a strategic bid to reclaim HBM...
Tuesday 12 November 2024
Five key impacts of TSMC's 7nm AI chip sales halt to China
TSMC has reportedly notified Chinese customers that shipments of AI-related chips made with 7nm or below processes will be halted. Additionally, any AI chip projects initiated after...
Tuesday 12 November 2024
Taiwan fab toolmakers benefit from TSMC's CoWoS demand spike
A recent annual forum for the chipmaking equipment and materials sectors was hosted in Tainan, southern Taiwan, bringing together executives from TSMC and its ecosystem partners including...
Monday 11 November 2024
AI boom drives data center evolution and strains global energy grid
TSMC's earnings call for the third quarter of 2023 underscored a core message: "AI is Real." As AI demand surges, the expansion of data centers has become crucial. Nvidia CEO Jensen...
Monday 11 November 2024
US directive halts TSMC's sub-7nm supply to China; Samsung, SMIC may fill gap amid AI funding and capacity strain
On November 11, 2024, TSMC reportedly suspended its sub-7nm process services to China's AI and GPU chipmakers following the Huawei "chip controversy," triggering widespread industry...
Monday 11 November 2024
TSMC to reportedly suspend sub-7nm chip supplies to China
Chinese media reports that TSMC has formally notified its Chinese AI chip customers via email that, starting November 11 — known as Singles' Day in China — it will cease...
Monday 11 November 2024
Huawei chip controversy puts Taiwan's tech controls under scrutiny
The recent election of Donald Trump and JD Vance has raised questions about potential shifts in US technology sanctions. A critical security concern emerged when TSMC chips were discovered...
Monday 11 November 2024
Weekly news roundup: TSMC's Arizona milestone looms as global chip industry navigates political, technical crossroads
Semiconductor Week in Review (Nov 3 - 9): The semiconductor industry faces a transformative moment as TSMC readies its Arizona fab's politically-charged December opening and Intel's...
Monday 11 November 2024
TSMC poised to expand advanced chips production in the US during Trump second term
Following Donald Trump's victory in the recent US presidential election, there are rising concerns about how his administration's policies might impact Taiwanese suppliers. Macronix...
Friday 8 November 2024
Trump's win sets off race to complete Chips Act subsidy deals
The Biden administration is racing to complete Chips Act agreements with companies like Intel Corp. and Samsung Electronics Co., aiming to shore up one of its signature initiatives...
Friday 8 November 2024
Trump 2.0 could push TSMC's 2nm production to US, Taiwan official signals inevitable shift
The future of Taiwan's semiconductor strategy faces new questions following Donald Trump's election victory, particularly regarding TSMC's commitment to keeping its most advanced...
Friday 8 November 2024
Orders from key clients boost TSMC's October revenue to over NT$300 billion
TSMC saw its monthly revenue top NT$300 billion (approx. US$9.4 billion) for the first time in October 2024, driven by a rise in significant orders from important clients such as...
Friday 8 November 2024
TSMC exec sees broad trend of collaboration in response to Trump tariff threats
According to TSMC Senior Vice President and Deputy Co-COO Cliff Hou, Taiwan's strong partnership with the US spanning decades is expected to continue despite the upcoming administration...
Friday 8 November 2024
TSMC's Arizona fab opening reportedly set for December; Trump, Biden, Morris Chang expected
After TSMC announced plans for a US fab producing advanced sub-5nm chips, a milestone tool-in ceremony was held in December 2022 to celebrate the arrival of the first batch of equipment...