Subject


3nm


2024-10-21

[News] TSMC Says 2nm More Sought after than 3nm; A16 Attractive for AI Server Clients

TSMC has passed the test of the market with flying colors as it reported record high profit in the third quarter at the earnings call. By confirming that the AI demand is “real,” TSMC Chairman C.C. Wei stated that the foundry giant is expected to enjoy healthy growth over the next five years. Bu...

2024-10-14

[News] Preview for TSMC’s Key 3nm Clients ahead of Earnings Call: Order Surge Expected in 2025

Ahead of TSMC’s upcoming third-quarter earnings call this Thursday, a report by the Commercial Times gives a heads-up on the foundry giant’s outlook of 3nm orders next year. With NVIDIA and AMD ramping up their next-gen AI accelerators, combined with the strong demand from smartphone chips, orde...

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...

2024-09-16

[News] Samsung Must Boost AI Processor Yields; 3nm Yield Reportedly at 20% in Q2 2024

Samsung's foundry business has been facing difficulties with its advanced chip processes, particularly with its 3-nanometer production. According to a report from The Korea Times, the yield for Samsung's 3nm process remained in the single digits until Q1 this year, causing delays in supplying engine...

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