- 26 Sep 2016:TSMC roadmap update: Will be ready to take 7nm orders by April 2017, volume production scheduled to begin by 2018 (Sep 25) - WCCF TechTSMC will be ready to take orders for products on the 7nm node by as early as April 2017. This is, of course, a pretty significant announcement because it lets us know the approximate time by which we can expect GPUs and CPUs on the same node.
- 19 Sep 2016:It is Apple, not AMD, that threatens Intel's hegemony
- 29 Aug 2016:Intel's recent pledge to expand its business making chips for others highlights its ambition to snatch chip orders for Apple's popular iPhones from Taiwan Semiconductor Manufacturing Co. as early as 2018, industry experts said.
- 18 Aug 2016:TSMC now has all of Apple?˜s foundry business but is seen behind Intel on the more advanced 10nm processors.
- 16 Aug 2016:Korean newspaper Chosun Biz reported that Samsung had picked up a contract from Nvidia to manufacture Pascal GPUs. The manufacturing is set to begin before the end of 2016, and will use Samsung's patented 14-nanometer technology.
- 15 Aug 2016:Nvidia may be going directly to 7-nanometer manufacturing technology for its post-Volta graphics processor family.
- 11 Aug 2016:Given Apple's focus on pushing the performance of its silicon, and TSMC's packaging advancements, it makes sense that TSMC has been able to gain sole possession of Apple's chip orders for at least this generation.
- 26 Jul 2016:
- 22 Jul 2016:It won't be just Apple that might be interested in making a counter-offer. Google, whose Android smartphones are based on ARM, Samsung and TSMC could all benefit from an acquisition of the UK firm.
- 14 Jul 2016:After a strong 2H16, TSMC's growth could slow in 2017 (JPMe 4% sales growth), due to already 100% share in iPhone 7 and lack of further customer traction at 10nm, said JP Morgan analyst Gokul Hariharan.
- 11 Jul 2016:TSMC said that some media outlets in Taiwan had misunderstood reports from mainland Chinese sources that the firm was building a research and development plant in Nanjing.
- 13 Jun 2016:Samsung agreed with Dutch-based ASML to deploy extreme ultraviolet (EUV) equipment for mass production in their 7 nanometer processes.
- 8 Jun 2016:As of 0135 GMT, the main TAIEX index gained as much as 0.9% to 8,753.46 points, its highest level since March 31.
- 16 May 2016:Analyst Steve Mullane of BlueFin Research Partners said that TSMC is "planning to double the production starts" of Intel's XMM 7360 LTE modem in the current quarter. The analyst says that this "correlates with the timing of the Apple A10 processor production ramp in preparation for the iPhone 7 launch in September.
- 9 May 2016:
- 25 Apr 2016:Chief Executive Officer Peter Wennink says most of his customers expect to incorporate EUV by 2019, and he's prepping for orders within the next year. "The industry needs EUV," he says.
- 23 Mar 2016:On a positive note for TSMC, it looks like the company is gearing up for production in May of the "A10" processor for Apple's next flagship phone, presumably an "iPhone 7."
- 18 Mar 2016:Shares of Taiwan Semiconductor Manufacturing Company hit a new 52-week high of US$25.80 on Mar 16, eventually closing at US$25.78.
- 12 Mar 2016:"We believe Samsung, despite some recent delays, will still be the first mover to 10-nanometer technology," Mark. C. Newman, a senior analyst at Bernstein Research, wrote in a note to clients Thursday. "TSMC and Intel will soon follow, whereas Globalfoundries can hardly keep up. Samsung can still edge ahead of TSMC."
- 8 Mar 2016:JP Morgan thinks TSMC has not lost its technological edge and Qualcomm will be coming back to the Taiwan manufacturer for 7nm in 2018.
- 19 Jan 2016:"Samsung is the sole supplier for all Qualcomm future 14nm chipsets and modems," Warren Lau, an analyst with Maybank Kim Eng in Hong Kong, said in emailed comments to EE Times. "This is also the case at 10nm."
- 13 Jan 2016:Samsung's chip capex was $13-13.5 billion last year and will be $11.5 billion this year estimates Srini Sundararajan at Summit Research.
- 8 Jan 2016:When AMD unveiled its new Polaris architecture, there was still some question as to where the new graphics processors would be built. Historically, AMD has built GPUs with TSMC and used Globalfoundries for its CPUs and higher-end APUs, which use integrated graphics.
- 15 Dec 2015:TSMC said it has started work on a 5nm process to push ahead its most advanced technology, yet the company remains undecided on the adoption of extreme ultraviolet lithography at that node.
- 9 Dec 2015:Intel and TSMC have both started trial production for LG's own processor called Nuclun 2 using different methods.
- 1 Dec 2015:
- 17 Nov 2015:Goldman estimates TSMC's Apple InFO business would take away only 2% of ASE's sales.
- 13 Oct 2015:
- 12 Oct 2015:The big risk to Apple is that dual sourcing A9s in this fashion makes that task all the harder, which is one of the reasons why SoCs are rarely dual sourced.
- 8 Oct 2015:Following the launch of the iPhone 6s and 6s Plus last month, it was discovered that Apple is dual sourcing the A9 chip for the new devices from both TSMC and Samsung, with the chips from the two companies measuring at slightly different sizes due to different processes used in manufacturing the chips.
- 1 Oct 2015:Globalfoundries has affirmed that progress for the company's 14nm FinFET manufacturing is not only on track but is actually ahead of schedule and 14nm has so far managed to exceed plans for yield and defect density
- 30 Sep 2015:Despite a late start in Taiwan Semiconductor Manufacturing's 16 nm FinFET process, TSMC appears to have captured up to a third of chip production for Apple's latest iPhones.
- 25 Sep 2015:AMD contracts TSMC to produce Zen at 16nm amidst concerns over 14nm woes at Globalfoundries (Sep 24) - WCCF TechAMD has allegedly decided to delegate the responsibility of producing its hotly anticipated Zen CPU chips to TSMC on its 16nm FinFET process. This development has allegedly unfolded amidst AMD fears of Globalfoundries' slow 14nm FinFET yield and capacity progress.
- 21 Sep 2015:
- 16 Sep 2015:Industry sources predicted that both Samsung and TSMC would mass produce the Pascal GPU, but the US firm chose only the Taiwanese firm in the end.
- 25 Aug 2015:A copy of the written verdict in the second trial obtained by CommonWealth Magazine reveals that Liang's contribution to Samsung and harm to TSMC goes far beyond what had previously been suspected.
- 7 Jul 2015:Intel is set slip to third place in a ranking of chip companies compiled by Semico Research, based on forecast capital expenditure in 2015.
- 23 Jun 2015:
- 2 Jun 2015:Altera has been a key customer at TSMC for years, especially at the advanced tech node, accounting for around 3% of TSMC's revenue at 20/28 nodes.
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