Subject


Semiconductors


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...

2023-12-15

[News] Rumors Suggest TSMC’s 2nm Node First Tool-In with Monthly Production Capacity Unveiled

Despite the uncertainties in the semiconductor market, there is still an intense global competition in the development of advanced semiconductor manufacturing processes. TSMC as one of the key players in the foundry industry is actively advancing its next-generation 2nm process. According to market ...

Huawei
2023-12-15

[News] Huawei Applies Patent for Wafer Processing Technology That Enhances Wafer Alignment Efficiency and Precision

Amid ongoing rumors about Huawei potentially establishing its own wafer fab, the company has remained relatively discreet, especially in light of the U.S. restrictions on the exportation of semiconductor technologies to China. However, recent developments suggest that there may be some truth to thes...

2023-12-15

[News] TSMC to Expedite Production of NVIDIA’s Specialized Chips for China

According to a news report from IJIWEI, sources have revealed that NVIDIA has placed urgent orders with TSMC for the production of AI GPU destined for China. These orders fall under the category of "Super Hot Run" (SHR), with plans to commence fulfillment in the first quarter of 2024. Respond to ...

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