Subject


TSMC


2023-06-07

TSMC Lowers Full-Year Semiconductor Growth Forecast, But Advanced Packaging Demand Outstrips Supply

Semiconductor manufacturing leader TSMC held its annual shareholder meeting on June 6, addressing issues including advanced process development, revenue, and capital expenditure. TSMC's Chairman Mark Liu and President C.C. Wei answered a series of questions. The key points from the industry are summ...

2023-06-06

Disruption in 2.5D/3D Packaging: Hybrid Bonding Rising as New Cornerstone

The surge in AIGC and new technologies such IoT, AI, 5G, AR/VR are driving a huge demand for computational power of high-end chips. This has been even outpacing the performance increase offered by the long-standing Moore's Law, ushering in a "post-Moore" era where revolutions in advanced chip design...

2023-05-09

Samsung Starts the Foundry Battlefield with a Saying of Surpassing TSMC in 5 Years

Samsung recently announced that they will ahead of TSMC in the foundry market within 5 years. At the same time, Intel also claimed to become the second-largest player in the market before 2030. Currently, both Samsung and TSMC are adapting 3nm process to do the chip manufacturing, with the technolog...

2023-02-03

Oversupply Worries in Semiconductor Industry in 2023

The market started worrying about the oversupply in semiconductor 2023, when the demand will start growing again depends on two factors: the situation of the macroeconomy and the inventory status. Since foundries’ capacity utilization rates started drop in 3Q22, chip supply as a whole has decre...

2022-12-09

With Deglobalization of Supply Chain Just Starting, Will TSMC’s Overseas Expansion Activities Cause Taiwan’s Semiconductor Industry to Hollow Out or Achieve Greater Dominance?

On December 6, TSMC held a ceremony for the first tool-in of its new Arizona fab. This event came after the foundry giant had publicized a series of overseas expansion projects. Within Taiwan, TSMC’s recent announcements have caused a stir in public opinion. Concerns have been raised about the pos...

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