Subject


TSMC


2024-01-15

[News] TSMC’s Earnings Conference on the 18th, Market Focuses on Eight Key Points

According to Commercial Times, TSMC, the leading semiconductor foundry, will hold its investor conference on the 18th. Market attention will be focused on eight key questions, including the 2024 full-year revenue forecast, advanced process development, and progress in overseas facility expansion. ...

2024-01-12

[News] TSMC and PSMC Face Dilemma as Overseas Foundry Costs Skyrocket 2.5 to 4 Times

Various countries are actively developing their semiconductor industries, with Taiwan's semiconductor foundries, including TSMC, UMC, and PSMC, becoming prime targets for local manufacturing facilities. TSMC has established plants in the United States, Germany, and Japan, while PSMC, in addition to ...

2024-01-09

[News] ASML Senior Management’s Asian Tour, First Stop Reportedly TSMC

ASML, a key chipmaking equipment supplier, is reported to have its incoming CEO, Christophe Fouquet, visiting Taiwan soon. According to Commercial Times citing from supply chain sources, it’s suggested that he will meet with TSMC and other related suppliers to discuss next-generation EUV equipmen...

2024-01-09

[News] Completion of TSMC’s Kumamoto Plant, Grand Opening on 2/24

TSMC's foundry in Kumamoto, Japan, has been completed. Currently, the tool-in is underway, with a grand opening ceremony scheduled for February 24th, 2024. Following this, trial production will commence, with mass production expected by the year-end. The Taiwanese semiconductor supply chain is ...

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...

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