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...
Friday 14 October 2022
MediaTek cutting back 7nm, 6nm wafer starts at TSMC
MediaTek has scaled back 7nm and 6nm wafer starts at TSMC due to disappointing sales of its smartphone application processors, with the orders cutback likely to carry on into the...
Thursday 13 October 2022
TSMC cuts capex outlook after record 3Q22 profit
TSMC has revised downward its capex target this year after posting record net profits for the third quarter.
Tuesday 11 October 2022
TSMC capacity utilization for 7nm, mature nodes to fall in next 6 months
TSMC is expected to see its fab capacity utilization trending downward in the next six months, except for 5nm and 28nm process nodes, as order cuts by fabless clients are beginning...
Wednesday 5 October 2022
TSMC negotiating lower prices with suppliers
TSMC has started negotiating prices with its equipment and materials suppliers for 2023, eyeing price drops of at least 10%, according to industry sources.
Wednesday 7 September 2022
TSMC maintains high capacity utilization for 7nm process platform
TSMC continues to utilize over 95% of production capacity for its 7nm process platform, thanks to solid demand for N6, according to sources at IC design houses and fab toolmakers.
Monday 29 August 2022
Robust sub-7nm chip demand buoys Alchip 1H22 profits
Robust sub-7nm chip demand buoyed IC design service company Alchip Technologies' profit performance in the first half of 2022, when the company saw sales for HPC processor orders...
Thursday 11 August 2022
TSMC posts record July revenue
TSMC saw its July revenue hit a record high of NT$186.76 billion (US$6.23 billion), with revenue for the first seven months of 2022 rising 41% from a year ago to NT$1.21 trillion.
Wednesday 10 August 2022
Qualcomm sub-7nm chip orders boost TSMC sales
Sub-7nm chip orders from Qualcomm, in addition to Apple's, will drive TSMC's revenue growth in the second half of 2022 despite inventory corrections taking place at some major customers,...
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