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2024-10-07

[News] TSMC’s Electricity Demand Could Triple by 2030, Raising Concerns on Taiwan’s Power Supply

While TSMC is making advancements on its 2nm at full throttle, an unexpected risk may be emerging, which might be more severe than most could imagine: power supply. Citing a report by S&P, a report by Wccftech highlights that compared with 2023, the foundry giant’s electricity consumption coul...

2024-10-04

[News] Despite 3nm Issues, Samsung Plans to Speed up 2nm/1.4nm Expansion Next Year

Though still be struggling with low yield rates in 3nm, Samsung is reportedly ramping up its efforts to prepare for the mass production of 2nm and 1.4nm to compete with its longtime rival, TSMC. Citing industrial sources on Oct. 3rd, Business Korea reveals that the South Korean foundry giant is intr...

2024-10-04

[News] Fujitsu and Supermicro Developing Arm-Based Liquid-Cooled Servers for 2027

According to The Register, Fujitsu and Supermicro are teaming up to develop a new platform featuring Fujitsu’s upcoming high-performance, Arm-based MONAKA processor and advanced liquid cooling systems. On October 3, Fujitsu and Supermicro announced a long-term partnership to develop and market ...

2024-10-04

[News] U.S. Services PMI Hits Nearly Two-Year High in September as Consumer Demand Remains Strong

U.S. Services PMI (NMI) continued to expand in September, according to data released by the Institute for Supply Management (ISM) on October 3. The NMI rose from 51.5 in August to 54.9 in September, reaching its highest level since February 2023. Breaking down the sub-indices, the Business Activ...

2024-10-04

[News] TSMC’s 2nm Wafers Reportedly Set to Double in Price, Benefitting IP/ Material Companies

As TSMC has reportedly begun trial production of 2nm chips in its Baoshan Plant in Hsinchu, northern Taiwan, the schedule of mass producing 2nm in 2025 remains on track. A report by Commercial Times reveals that the price of 2nm wafers is expected to double compared to 4/5nm, which may exceed USD 30...

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