Subject


Semiconductors


2023-12-19

[News] Examining Japan through Semiconductor Foundries: Goals of TSMC’s and PSMC’s New Plants

In a bid to revitalize its semiconductor industry, Japan has enticed the sector with subsidies worth trillions of yen, aiming to attract both domestic and international semiconductor companies. Leading semiconductor foundry Taiwan Semiconductor Manufacturing Co. (TSMC) has invested USD 8.6 billio...

2023-12-18

[News] Semiconductor Giants Vie for 2nm Supremacy as TSMC Expected to Lead Amid Intensifying Competition

While TSMC makes promising strides in the 2nm process, slated for mass production in 2025, rivals Samsung and Intel are making headlines with aggressive moves to secure cost-effective deals. This surge in competition for the 2nm process is intensifying. According to CNA, experts suggest that give...

2023-12-18

[News] PC Industry Shifts with Intel’s Propel on AI PC, Benefiting Upstream Companies like TSMC

In mid-December, Intel is set to unveil its latest Core Ultra processor, Meteor Lake. Global PC brands like Lenovo, Microsoft, DELL, HP, Acer, Asus, MSI, and Samsung are rolling out new products to capture the market. The end-users is enthusiastic, and channel feedback suggests increasing orders, ma...

2023-12-18

[News] TSMC’s Kumamoto Plant Production Capacity Set for Significant Leap, Gradually Increasing to 55,000 Wafers per Month

The new chip plant in Kumamoto, Japan, operated by Japan Advanced Semiconductor Manufacturing (JASM), a joint venture between Taiwan Semiconductor Manufacturing Co. (TSMC), Sony, and Denso, is poised for substantial capacity growth. JASM President Yuichi Horita revealed that after commencing prod...

2023-12-18

[News] Nvidia vs. AMD, the Expensive Duel as Two Major Buyers Opt for AMD’s Latest AI GPU

AMD has long aspired to gain more favor for its AI chips, aiming to break into Nvidia's stronghold in the AI chip market. Key players like Meta, OpenAI, and Microsoft, who are major buyers of AI chips, also desire a diversified market with multiple AI chip suppliers to avoid vendor lock-in issues an...

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