Subject


TSMC


2024-01-09

[News] NVIDIA and AMD Clash in AI Chip Market, as TSMC Dominates Orders with Strong Momentum in Advanced Processes

In the intense battle of AI chips between NVIDIA and AMD this year, AMD's MI300 has entered mass production and shipment 1H24, gaining positive adoption from clients. In response, NVIDIA is gearing up to launch upgraded AI chips. TSMC emerges as the big winner by securing orders from both NVIDIA and...

2024-01-08

[News] Intel Secures First High-NA EUV Equipment, Threatening TSMC’s Position?

Intel recently announced that it has acquired the market's first ASML Extreme Ultraviolet (EUV) exposure equipment with a 0.55 Numerical Aperture (High-NA), aiming to advance its chip manufacturing technology in the coming years. In contrast, TSMC appears to be taking a more cautious approach, curre...

2024-01-05

[News] Former Bosch Semiconductor Plant Manager Takes Helm as President of TSMC’s European Subsidiary

Christian Koitzsch, former plant manager of Bosch's semiconductor facility in Dresden, has transitioned to a new role as the president of TSMC's European Semiconductor Manufacturing Company (ESMC). Frank Bösenberg, the Managing Director of the Semiconductor Association "Silicon Saxony" in Dresde...

2024-01-04

[News] Competing with TSMC? Samsung Foundry Follows Price Cuts, Offering Discounts Up to 15%

With the semiconductor market facing uncertainties and limited signs of industry recovery in the first half of 2024, foundries in China, Taiwan, and South Korea are all implementing price reductions to secure orders and solidify customer relationships. According to TechNews citing from supply cha...

2024-01-04

[News] TSMC Reportedly Attracts Influx of 3nm Customers, Predicts Production Capacity Utilization to Surge to 80% by Year-End

With its 3nm manufacturing process in mass production for approximately a year, TSMC is expected to have a breakthrough in customer acquisition and capacity utilization in 2024. According to predictions from a South Korean outlet The Elec, aside from Apple, customers such as NVIDIA, AMD, Qualco...

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