Subject


TSMC


2025-02-10

[News] TSMC’s Impact? Kumamoto Sees Wave of Corporate Bankruptcies Amid TSMC’s Expansion

According to a report from Commercial Times, citing NHK, TSMC’s first factory in Kikuyo Town, Kumamoto Prefecture, began mass production in December 2024. Many had anticipated that TSMC’s presence would help boost the local economy. However, the report points out that recent data has revealed an...

2025-02-10

[News] TSMC’s U.S. Board Meeting Focus at a Glance: Potential Expansion Amid Chip Export Restrictions

TSMC will hold its first board meeting in the U.S. on February 11, 2025, where it plans to announce senior management updates. Notably, markets are watching whether the foundry giant will announce new U.S. investments, especially with Trump pushing for advanced chips to be made in the U.S. and hinti...

2025-02-08

[News] TSMC Reportedly Halts 14/16nm Chip Shipments to Chinese IC Firms unless Packaged by Approved OSATs

As the former Biden administration tightened chip export controls, targeting processors with 30 billion transistors at 16/14nm or smaller nodes, TSMC followed suit. Chinese media ijiwei reports that TSMC notified many Chinese IC firms it would halt shipments of 16/14nm and below products from Januar...

2025-02-08

[News] Full-Speed Construction of 2nm Fabs in 2025

Following ChatGPT, DeepSeek’s emergence, the AI boom has been further fueled. Driven by AI, the demand for advanced process chips continues to surge. While 3nm chips have already entered mass production, multiple manufacturers are actively investing in 2nm fabs to meet future market needs, targeti...

2025-02-06

[News] Apple Reportedly Kicked Off M5 Mass Production in January, Boosting TSMC’s N3P Momentum

In TSMC’s earnings call last month, the foundry giant revealed that 3nm already accounted for 26% of its total revenue in the fourth quarter of 2024. Now it is likely to get a major boost on the node, as an etnews report suggests that Apple began mass production of the M5 chip in January, leveragi...

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