TSMC updates
Foundry house TSMC plays a crucial role in the semiconductor sector, and the world economy in general.
Thursday 19 October 2023
TSMC sees CAPEX growth leveling off amid slow demand recovery and higher costs
The world's leading wafer foundry company TSMC announced its earnings report for Q3 of 2023. When answering analysts' questions about the progress of capital expenditure (CAPEX) and...
Thursday 19 October 2023
TSMC expects 11% sequential revenue growth in 4Q23
TSMC expects to post revenues of between US$18.8 billion and US$19.6 billion in the fourth quarter of 2023, which is an 11.1% sequential increase at the midpoint. Gross margin and...
Thursday 19 October 2023
Socionext collaborates with Arm and TSMC to develop 2nm multi-core CPU chiplet
Socionext has announced a partnership with Arm and TSMC to develop an innovative, power-optimized 32-core CPU chiplet in TSMC's 2nm silicon technology, enabling scalable performance...
Thursday 19 October 2023
TSMC to raise sub-7nm foundry quotes in 2024
TSMC plans to raise sub-7nm foundry quotes by 3-6% in 2024, while quotes for 16nm and above process manufacturing will remain stable, according to industry sources.
Wednesday 18 October 2023
US processor vendors brace for escalation of ban against Chinese chipmakers
Nvidia, AMD, and Intel are all bracing for the effects of the new US chip bans on their Chinese customers, according to industry sources.
Tuesday 17 October 2023
TSMC says no plans for investment in Longtan
TSMC has stated that, given the current circumstances, the pure-play foundry will not consider investing in Longtan, northern Taiwan.
Tuesday 17 October 2023
Suppliers plan ahead amid potential US ban on more AI chips
The US reportedly may impose stricter restrictions on Chinese chipmakers and Nvidia's downgraded AI H800 processors. In light of this, Taiwanese testing companies and probe card providers...
Monday 16 October 2023
TSMC says OIP ecosystem collaboration brings 15 years of innovation
TSMC introduced its open innovation platform (OIP) in 2008, when 40nm was the most advanced node on the market.
Monday 16 October 2023
Competition heats up for semiconductor construction projects amid market downturn
The semiconductor market's slowdown has reshaped the landscape of contractors vying for projects, with TSMC's prominence in factory construction projects leading the way. The dynamic...
Monday 16 October 2023
TSMC expected to uphold performance guidance in upcoming earnings call, defying downward revision
TSMC's anticipated second-half performance during the peak season may not meet expectations. However, market sentiment is shifting towards an optimistic outlook for a rebound in 20...
Monday 16 October 2023
TSMC founder Morris Chang sounds alarm on shrinking competitiveness amid eroding globalization
TSMC founder Morris Chang cautioned that TSMC's edge in the semiconductor industry may erode due to geopolitical and economic challenges. He believes Japan is expected to stand out...
Friday 13 October 2023
TSMC receives US 1-year extension for sanction waiver, applying for permanent authorization
TSMC has been granted a 1-year extension to its exemption from US trade sanctions on China as the company announced that its Nanjing facility, which manufactures 28nm and 16nm chips,...
Friday 13 October 2023
Easing US export controls won't reverse dwindling foreign capital in Chinese chip production
On October 9, the South Korean presidential office issued a statement stating that it had received notice from the United States that Samsung Electronics and SK Hynix's China-based...
Friday 13 October 2023
TSMC to see 3nm chip sales account for 4–6% of 2023 revenue
TSMC is expected to see 4-6% of its overall sales in 2023 come from its N3 (3nm) manufacturing, thanks to orders from Apple for making processors running its iPhone 15 devices, according...
Thursday 12 October 2023
NYCU, TSMC researchers unveil innovative approach to modulate threshold voltage in ultra-thin semiconductors
On October 11, Taiwan's National Yang Ming Chiao Tung University (NYCU) announced a groundbreaking research achievement in collaboration with TSMC, which has been published in the...