Subject


TSMC


2023-10-11

[News] TSMC’s AI Orders Set for a Breakout Year in 2023 – Quanta, Wistron, and More Joining the Ride

In the industry buzz, it's reported that TSMC expects a significant upswing in the proportion of AI orders within its 2024 revenue, driven by the increased demand for wafer starts from its six key AI customer groups in the coming year. These six major AI customer groups encompass NVIDIA, AMD, Tes...

2023-10-05

[News] TSMC Reportedly Allocates Over 200 R&D Personnel for Advancements in Silicon Photonics

The Silicon Photonics topic is heating up as major companies race to address the data transfer speed between chips. Intel's Silicon Photonics project has a leading advantage, while TSMC is collaborating with major customers Nvidia and Broadcom, investing 200 research and development personnel. They ...

2023-10-04

8-Inch Production Capacity UTR Drop to 50-60% in 2H23, the Cool Demand will Last to 1Q24

TrendForce research indicates that in 1H23, the utilization rate of 8-inch production capacity primarily benefited from sporadic inventory restocking orders for Driver ICs in the second quarter. Additionally, wafer foundries initiated pricing strategies to encourage clients into early orders, offer...

2023-10-04

[News] TSMC Kumamoto Plant Rumored to Install Equipment in October, Possibly Starting Production Early

According to a report by China's media outlet Jiwei, Japanese officials recently released a photo of a meeting with Chairman Mark Liu of TSMC. Japan's Minister of Economy, Trade, and Industry, Yasutoshi Nishimura, updated his personal X account on the 1st of the month and posted a photo of the meeti...

2023-10-03

[News] TSMC Holds Earnings Conference on the 19th, Market Focuses on Six Key Areas

According to a report by Taiwan's Economic Daily, TSMC is set to hold its Q3 earnings conference on October 19th. The market is eagerly anticipating insights from the company's top executives on six key areas: the latest semiconductor market outlook, Q3 financial forecasts, the status of 3-nanometer...

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