Subject


TSMC


2024-05-24

[News] Export Crisis Averted, TSMC’s Nanjing Plant Reportedly Granted Indefinite Exemption

TSMC’s Nanjing plant has averted an export permit expiration crisis. On May 23rd, TSMC confirmed that it has recently received the "Validated End-User" (VEU) authorization from the U.S. Department of Commerce for TSMC (Nanjing) Co., Ltd., according to a report by Commercial Times. Currently, th...

2024-05-23

[News] TSMC Says Tripling 3nm Capacity This Year Still Not Enough

According to a report from TechNews, TSMC held a technology forum on May 23, where Senior Fab Director pointed out that benefiting from HPC and mobile phone demands, the 3nm production capacity this year has more than tripled compared to last year, but this is actually still not enough, so efforts a...

2024-05-23

[News] TSMC’s Nanjing Plant Reportedly Pushes for Indefinite Exemption From US Before the May 31 Deadline

In October 2022, the U.S. imposed a new wave of chip controls on China, but TSMC ultimately received an extension of its exemption permit from the U.S. Department of Commerce for one year. This exemption is set to expire on May 31, potentially impacting the shipment schedule of the Nanjing plant. ...

2024-05-22

[News] Fabs Reportedly Depleting Inventory, Silicon Wafer Orders Expected to Resume in H2

Fab inventories have declined for two consecutive quarters, indicating that reducing excess stock may currently be the semiconductor industry's top priority. According to industry sources cited in a report from Commercial Times, fabs are predicted to wait until the second half of 2024 to resume orde...

2024-05-22

[News] TSMC More Ambitious on CoWoS Capacity Expansion, Targeting 60% CAGR by 2026

As the demands for AI and HPC processors keep their momentum, driving the usage of advanced packaging technologies, TSMC revealed plans to further expand its chip-on-wafer-on-substrate (CoWoS) capacity at a compound annual rate (CAGR) of over 60% until at least 2026, according to a report by AnandTe...

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