Subject


TSMC


2024-05-20

[News] CoWoS Production Capacity Reportedly Falls Short of GPU Demand

The world's four major CSPs (Cloud Service Providers) – Microsoft, Google, Amazon, and META – are continuously expanding their AI infrastructure, with their combined capital expenditures projected to reach USD 170 billion this year. According to the industry sources cited in a report from Commer...

2024-05-20

[News] Apple COO Rumored to Make Secret Visit to TSMC, Booking Advanced Capacity for AI In-house Chips

As Apple keeps advancing in AI as well as developing its own in-house processors, industry sources indicated that the tech giant’s Chief Operating Officer (COO) Jeff Williams recently made a visit to TSMC, and was personally received by TSMC’s President, C.C. Wei, according a report by Economic ...

2024-05-20

[News] TSMC Targets to Increase Specialty Capacity by 50% by 2027, with N4e Reportedly its Latest Weapon

In addition to the aggressive overseas expansion plans recently, TSMC also demonstrates its ambition of increasing specialty capacity, targeting to be expanded by 50% by 2027, according to a report by AnandTech. A key driver of this demand will be TSMC’s forthcoming specialty node, N4e, a 4nm-clas...

2024-05-16

[News] TSMC Confirms Construction for Its First European Chip Plant to Commence in Q4, as Scheduled

Paul de Bot, President of TSMC Europe, confirmed during a seminar in the Netherlands on May 14th that TSMC will start construction of its first chip plant in Europe in Dresden, eastern Germany. The project is scheduled to commence in the fourth quarter of this year, with production expected to begin...

2024-05-16

[News] SMIC Reportedly to Manufacture 5nm Chips for Huawei Without EUV Machinery

According to a report from global media outlet Wccftech, China's largest foundry, SMIC, is rumored to produce 5-nanometer chips for Huawei this year, without the need for extreme ultraviolet (EUV) lithography machines manufactured by Dutch company ASML. As per a report by Businesskorea, SMIC seem...

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