Subject


TSMC


2023-08-01

Media Reports Samsung to Produce HW 5.0 Chips for Tesla, TrendForce’s Analysis

South Korean media reported that Samsung is set to manufacture a new generation of Full Self-Driving (FSD) chips for Tesla's Level 5 autonomous vehicles. These chips will be utilized in Tesla Hardware 5 (HW 5.0) onboard computers, with production expected to commence after 2025. The chips will be ma...

2023-07-31

High-Tech PCB Manufacturers Poised to Gain from Remarkable Increase in AI Server PCB Revenue

Looking at the impact of AI server development on the PCB industry, mainstream AI servers, compared to general servers, incorporate 4 to 8 GPUs. Due to the need for high-frequency and high-speed data transmission, the number of PCB layers increases, and there's an upgrade in the adoption of CCL grad...

2023-07-20

TSMC 2023 Q2 Earnings Conference Full Transcript

TSMC held its Q2 earnings conference today (20th). TrendForce utilized AI tools to transcribe and made slight edits, presenting the full text of TSMC's operational status report delivered by Chairman Mark Liu, CEO C.C. Wei, and CFO Wendell Huang. ......

2023-07-18

In Response to AI Market Development, TSMC Kaohsiung Fab Reportedly to Transition to 2nm Node

According to media reports, in response to the booming demand in the artificial intelligence market, TSMC has altered its Kaohsiung factory plan. Originally scheduled for a 28-nanometer mature process, the factory will now be equipped with a 2-nanometer advanced process, with mass production expecte...

2023-07-17

What is the Progress of TSMC, Samsung, and Rapidus in the 2nm Technology Race?

In the continued sluggish consumer electronics market and amidst the booming era of artificial intelligence, semiconductor manufacturers are actively targeting high-performance chips and intensifying the competition over the 2nm process node. TSMC, Samsung, and the newcomer Rapidus are all active...

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