Subject


Semiconductors


2025-01-02

[News] TSMC Set to Expand CoWoS Capacity to Record 75,000 Wafers in 2025, Doubling 2024 Output

TSMC is actively expanding its advanced packaging CoWoS capacity, with progress reportedly on track, according to Economic Daily News. Industry sources estimate that, with the inclusion of production capacity from facilities acquired from Innolux (AP8) and those in Taichung, TSMC's CoWoS monthly ca...

2025-01-02

[News] TSMC to Lose 2nm Orders? NVIDIA and Qualcomm Reportedly Mull to Team up with Samsung

With rumors indicating that Apple, one of TSMC’s most critical customers, may delay the adoption of the foundry giant’s 2nm process until 2026, a Commercial Times report, citing Chosun Daily and SamMobile, now suggests that NVIDIA and Qualcomm are following suit, as they are reportedly mulling t...

2025-01-01

[News] TSMC Sets Up 2nm Pilot Line, Aims for 130,000 Wafers Monthly by 2026

TSMC's next-generation 2nm development is actively progressing. According to MoneyDJ, industry sources indicate that TSMC has begun setting up a pilot production line for 2nm (N2) at its Hsinchu Baoshan fab (Fab 20) this quarter, with a planned monthly capacity of approximately 3,000 to 3,500 wafers...

2024-12-31

[News] TSMC Reportedly to Raise Advanced Node Prices by 5% to 10% in 2025

With TSMC’s Arizona plant nearing its mass production in early 2025, rumors have been circulating that the foundry giant’s manufacturing costs in the U.S. are at least 30% higher than in Taiwan. Now it seems that a price hike is inevitable, as a report from the Economic Daily News suggests TSMC ...

2024-12-31

[News] U.S. Accelerates Approval of New PFAS Chemicals for Semiconductors, Raising Environmental Concerns

According to a report from Ijiwei, citing The Guardian, the U.S. Environmental Protection Agency (EPA) is accelerating the approval process for new PFAS (Perfluoroalkyl and polyfluoroalkyl substances), commonly known as "forever chemicals," for use in the semiconductor industry. The report highli...

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