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Taiwan Semiconductor Manufacturing Company has agreed to build an advanced chip factory in the United States, in a response to the Trump administration's growing concerns about the security of the global electronics supply chain and its competitive tensions with China, according to people briefed on the plans.
The New York Times
TSMC will build the new Mac chips.
Bloomberg
TSMC is stepping up its evaluation of whether to build an advanced chip facility in the US in response to pressure from Washington.
Nikkei Asian Review
Washington has upped the pressure on TSMC to produce its military-use chips in the US, in order to ensure that the world's biggest contract chipmaker can manufacture the high-security components free from potential Chinese interference, sources have told the Nikkei Asian Review.
Nikkei Asian Review
The trio of techniques aim to give Intel's processors an edge at a time when advances in conventional silicon scaling are slowing and getting more expensive. They arrive as rival TSMC expands its portfolio of chip stacks, and two consortia hope to set standards in the area.
EE Times
Nvidia executive vice president of operations Debora Shoquist said in a statement that "recent reports are incorrect - Nvidia's next-generation GPU will continue to be produced at TSMC. Nvidia already uses both TSMC and Samsung for manufacturing, and we plan to use both foundries for our next-generation GPU products."
Tom's Hardware Guide
According to SE Daily (via Google Translate), Intel and Samsung are in the final stages of negotiating for additional capacity. Intel is said to have chosen to work with Samsung over TSMC due to concerns about Huawei and AMD's improved competitive performance.
ExtremeTech
Purdue and TSMC jointly announced plans to establish a Center for Secured Microelectronics Ecosystem aimed at ensuring a secure supply of semiconductor chips and related tools all the way from the foundry to the packaged system.
Company release
It will be interesting to see whether Samsung Electronics will be able to win back Apple's orders and expand its foundry and non-memory businesses by strengthening its competitive edge in packaging.
ETNews.com
Forty-four companies are now in the program, Apple said on Thursday, including Foxconn and TSMC.
Reuters
Samsung has selected Qualcomm's Snapdragon 855 instead of its Exynos 9820 as the AP in the Galaxy Fold. The Snapdragon 855 is produced by TSMC in Taiwan at a 7 nm process, while the Exynos 9820 is produced at Samsung foundry's 8nm process.
BusinessKorea
TSMC will struggle to plug the hole left by Apple Inc.'s declining smartphone orders in 2019, according to Sanford C. Bernstein's Mark Li, who has told clients to prepare for the firm's first annual profit drop in eight years.
Bloomberg
Taiwan Semiconductor Manufacturing Company (TSMC) has downgraded executive cars and cut business travel in a belt-tightening campaign meant to prepare for a difficult 2019.
Nikkei Asian Review
Taiwan Semiconductor Manufacturing Company (TSMC) is poised to secure a crucial order from IBM for premium server chips, validating the company as a serious challenger to global chipmaker Intel in the high-value data center market.
Nikkei Asian Review
Apple will recruit TSMC to manufacture chips for its upcoming Apple Car starting in 2023 to 2025, according to Ming-Chi Kuo, who now works for TF International Securities.
Mac Rumors
Synopsys has announced a collaboration with TSMC to develop a broad portfolio of DesignWare Interface IP, Logic Libraries and Embedded Memories for the TSMC N7+ FinFET process.
Company release
The Ascend 910 will be available from the second quarter of 2019 and the 310 is already on shelves.
Reuters
The 7th amendment to the WSA (Wafer Supply Agreement) could give AMD even more freedom to tap TSMC and Samsung for fabrication
WCCF Tech
Taiwan Semiconductor Manufacturing Co. "will not rule out the possibility" of buying a memory chip company, Chairman Mark Liu told the Nikkei Asian Review.
Nikkei Asian Review
More than 30 years after it served as the setting for the birth of the semiconductor foundry industry with the founding of Taiwan Semiconductor Manufacturing Co. (TSMC) in 1987, Taiwan shows no sign of relinquishing its stranglehold on the US$62 billion global business.
EE Times
Chinese e-commerce giants such as JD and Alibaba are currently trialing blockchain to perfect their huge supply chains. The AI blockchain combo also has a bright future in market analysis and forecasting.
Seeking Alpha
A number of chips will require mature processes in 200mm plants for a long time.
Semiconductor Engineering
Apple manufacturing partner Taiwan Semiconductor Manufacturing Company (TSMC) has started mass production of next-generation processors for new iPhones launching later in 2018, according to people familiar with the matter.
Bloomberg
Semiconductor Manufacturing International (SMIC), China's top state-backed contract chipmaker, has placed an order for one set of extreme-ultraviolet lithography equipment, according to people familiar with the matter.
Nikkei Electronics Asia
Taiwan Semiconductor Manufacturing Company (TSMC) is planning a NT$400 billion (US$13.50 billion) investment to expand its research and development capacity for future technologies, a company spokeswoman said on Friday.
Reuters
Shares of Apple dropped nearly 2% on Tuesday as investors worries intensified about soft demand for iPhones after a warning from a company that supplies components for smartphones.
Reuters
7nm+ design libraries are not available yet, and thus design engineers at Apple, Nvidia or Qualcomm (to mention a few) are not expected to have a holistic (to borrow the terminology from ASML) view on cost/ benefits of 7nm+ with EUV.
Barron's
Samsung plans to adopt 2.5D and fan-out packaging technologies at the new complex. Taiwan's TSMC was the first to commercialize the fan-out packaging, adopting it to Apple's A Series processors.
The Investor
Several packaging houses are developing the next wave of high-density fan-out packages for premium smartphones, but perhaps a bigger battle is brewing in the lower density fan-out arena.
Semiconductor Engineering
Renesas Electronics will outsource all of its automotive microcontroller production to TSMC as it seeks to cut costly outlays on chipmaking machinery and concentrate on the development of software and semiconductors.
Nikkei Asian Review
Globalfoundries has asked Chinese regulators to probe Taiwan Semiconductor Manufacturing Co. for violating antitrust laws, said two industry sources familiar with the matter.
Nikkei Asian Review
Asian stocks retreated from Friday's record after Morgan Stanley downgraded Samsung Electronics and Taiwan Semiconductor Manufacturing Company, saying their shares had risen too much.
Bloomberg
It is heard that the American manufacturer already agreed up to production of test chips and is making preparations accordingly. Chinese manufacturer is a company that develops SoC for mobile devices and is discussing internally about entrusting Samsung rather than Taiwanese companies with production of 7-nano chips.
ETNews.com
Apple's acquisition of InVisage is very exciting as iPhone cameras are becoming a key feature to keep their smartphones ahead of the pack.
Patently Apple
Apple continues to use a mix of Qualcomm and Intel cellular baseband processors in the iPhone X. Teardowns of the handsets also show that the company employed a combination of new and old tricks to pack features into its new flagship smartphone.
EE Times
Qualcomm's Snapdragon 855 could be manufactured on the 7nm FinFET architecture, with TSMC expected to be the chief provider.
WCCF Tech
Globalfoundries has asked European antitrust regulators to investigate market leader TSMC, accusing the Taiwan-based firm of unfair competition, an industry source said on Monday.
Reuters
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