Subject


Semiconductors


2024-01-09

[News] ASML Senior Management’s Asian Tour, First Stop Reportedly TSMC

ASML, a key chipmaking equipment supplier, is reported to have its incoming CEO, Christophe Fouquet, visiting Taiwan soon. According to Commercial Times citing from supply chain sources, it’s suggested that he will meet with TSMC and other related suppliers to discuss next-generation EUV equipmen...

2024-01-09

[News] Completion of TSMC’s Kumamoto Plant, Grand Opening on 2/24

TSMC's foundry in Kumamoto, Japan, has been completed. Currently, the tool-in is underway, with a grand opening ceremony scheduled for February 24th, 2024. Following this, trial production will commence, with mass production expected by the year-end. The Taiwanese semiconductor supply chain is ...

2024-01-09

[News] NVIDIA and AMD Clash in AI Chip Market, as TSMC Dominates Orders with Strong Momentum in Advanced Processes

In the intense battle of AI chips between NVIDIA and AMD this year, AMD's MI300 has entered mass production and shipment 1H24, gaining positive adoption from clients. In response, NVIDIA is gearing up to launch upgraded AI chips. TSMC emerges as the big winner by securing orders from both NVIDIA and...

2024-01-08

[News] Intel Secures First High-NA EUV Equipment, Threatening TSMC’s Position?

Intel recently announced that it has acquired the market's first ASML Extreme Ultraviolet (EUV) exposure equipment with a 0.55 Numerical Aperture (High-NA), aiming to advance its chip manufacturing technology in the coming years. In contrast, TSMC appears to be taking a more cautious approach, curre...

2024-01-08

[News] Cooling Response to NVIDIA’s Exclusive Chips for China, Lack of Interest in Downgraded Models by Customers

In order to comply with new regulations on the export of chips to the United States, NVIDIA has been consistently releasing AI chips and graphics cards tailored for the Chinese market. However, according to sources cited by The Wall Street Journal, since November 2023, major cloud service provide...

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