Subject


TSMC


2023-09-25

[News] TSMC’s Advanced Packaging Sees Surge with Rush Orders from NVIDIA, AMD, Amazon

According to a report by Taiwan's Economic Daily, TSMC's CoWoS advanced packaging capacity is running at full throttle. As they actively expand their production capabilities, there are reports of major customers like NVIDIA increasing their orders for AI chips. Additionally, industry giants like AMD...

2023-09-22

[News] Glass Substrates in Advanced Packaging With Intel Leads, TSMC Quietly Innovates

According to Taiwan's Business Next, as Moore's Law gradually reaches its limits, semiconductor manufacturers are transitioning from 2D to 3D chip stacking and packaging to increase transistor counts for improved performance. The final step, "packaging," has become crucial. In line with this trend, ...

2023-09-19

[News] TSMC’s Second Capital Increase of $4.5 Billion in U.S. Facility

According to a report by Taiwan's Liberty Times, Taiwan's Ministry of Economic Affairs Investment Commission (MOEAIC) has given its approval for Taiwan Semiconductor Manufacturing Company (TSMC) to increase its investment in its Arizona subsidiary by an additional $4.5 billion, following a previous ...

2023-09-19

[News] Baoshan Fab Slowdown May Delay TSMC’s 2nm Mass Production to 2026

According to Taiwan's Media TechNews, Taiwan Semiconductor Manufacturing Company (TSMC) is actively building its 2-nanometer (2nm) fab, with significant investments in the northern, central, and southern regions of Taiwan. These investments include the Baoshan fab in Hsinchu, the Central Taiwan Scie...

2023-09-18

[News] Goldman Sachs Securities Downgrades TSMC’s Next Year Capex

According to a report by Taiwan's Media TechNews, Taiwan's leading semiconductor foundry, TSMC (Taiwan Semiconductor Manufacturing Company), experienced a significant 2.43% decline in its ADR (American Depositary Receipt) on the last trading day of the previous week in the U.S. stock market. This dr...

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