Subject


TSMC


2023-10-13

[News] TSMC’s Investor Meeting on the 19th with Market’s Attention on Five Key Topics

TSMC is set to conduct an investor meeting on the 19th, with Morgan Stanley, UBS, and Bank of America Securities releasing their latest reports ahead of the event. These reports highlight five main areas of interest: 1. Q4 Operational Outlook 2. Future Gross Margin Trends 3. Potential Adjustmen...

2023-10-12

[News] TSMC to Receive One More Year of Exemption Amid U.S. Chip Export Ban to China

As reported by The Wall Street Journal today, Taiwan Semiconductor Manufacturing Company (TSMC) is poised to secure an additional one-year exemption from the United States. TSMC's semiconductor facility in Nanjing, China, is expected to continue operations in the "foreseeable future" as long as sign...

2023-10-12

[News] TSMC’s 2nm Fab in Kaohsiung Prepares for N2P Mass Production

In the ongoing global race for advanced semiconductor technology, TSMC, the leader in semiconductor manufacturing services, continues its strides towards 2nm project. The Hsinchu’s Baoshan plant is set to commence equipment installation in Q2 2024, with mass production scheduled for Q4 2025, start...

2023-10-12

[News] TSMC’s 2nd Plant in Japan May Receive Up to 900 Billion JPY Subsidy

TSMC is in the process of constructing a semiconductor factory in Kikuyo-cho, Kumamoto Prefecture, Kyushu, Japan (referred to as Plant 1). Production is expected to commence in December 2024. Besides this facility, TSMC has shown interest in establishing a second plant in Japan (referred to as Plant...

2023-10-12

[News] Advanced Packaging in High Demand, TSMC and OAST Increasing Equipment Orders

As AI demand continues to surge, TSMC (Taiwan Semiconductor Manufacturing Company) has initiated an extensive expansion plan for its CoWoS (Chip-on-Wafer-on-Substrate) production. Within the industry, reports suggest that TSMC, a leading semiconductor foundry, placed a significant wave of orders wit...

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