Subject


TSMC


2024-04-24

[News] Amid Foundry Overcapacity, Competition for HBM Intensifies Rapidly

As AI semiconductor competition intensifies, the wafer foundry industry faces new challenges due to stagnant demand and excess capacity. The battle for dominance in the high-bandwidth memory (HBM) market is also escalating. According to Business Korea, Samsung has extended the operation time of i...

2024-04-24

[News] 12-Inch Wafer Capacity Construction Going Full Steam

Recently, according to sources from an official platform of Shanghai Construction No.4 (Group), Huahong Group has topped out the main building of FAB9 of the Huahong Manufacturing (Wuxi) project. This is reportedly the second phase project with a total construction area of about 530,000㎡, which i...

2024-04-23

[News] Apple Reportedly Releases Supply Chain List, Nanya Technology, Lotes, and Novatek Not Included

Apple has released its supply chain list for the 2023 fiscal year, with notable changes compared to the 2022 list. According to a report from CNA, Major IC substrate manufacturer Nan Ya PCB has returned to Apple's supply chain list, while Nanya Technology, Lotes, Novatek are no longer included. TSMC...

2024-04-19

[News] SK Hynix Partners with TSMC to Strengthen HBM Technological Leadership

South Korean memory giant SK Hynix announced today that it has recently signed a memorandum of understanding with TSMC for collaboration to produce next-generation HBM and enhance logic and HBM integration through advanced packaging technology. The company plans to proceed with the development of HB...

2024-04-19

[News] TSMC to Recognize NTD 3 Billion Earthquake Loss

Following the magnitude 7.2 earthquake in Taiwan on April 3rd, all of TSMC's fabs resumed normal operations within three days. According to a report from Commercial Times, TSMC expects to recognize earthquake-related losses of approximately NTD 3 billion (roughly USD 92.1 million) in the second quar...

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