Subject


TSMC


2025-02-26

[News] Tesla to Roll Out FSD in China Using TSMC-Made Chips Amid Rising Local Competition

According to a report from Economic Daily News, Tesla's Full Self-Driving (FSD) system is set to roll out in China, aiming to compete with BYD’s “God’s Eye” system. On the 25th, Tesla announced that it has begun phased software updates for customers in China, introducing Autopilot for urb...

2025-02-26

[News] TSMC Reportedly Weighs Investment in South Korea’s FuriosaAI Amid Meta Acquisition Talks

As CSPs ramp up on in-house AI chips, market rumors have been circulating that Meta is in talks to acquire Seoul-based AI chip startup FuriosaAI, according to Forbes. However, Meta may not be the only tech giant interested in the deal. South Korean media outlet the bell suggests that Taiwanese found...

2025-02-25

[News] TSMC Reportedly Delays Second Kumamoto Fab Construction; 2027 Mass Production On Track

According to Commercial Times, citing Japanese media outlet TBS News, the construction of TSMC’s second fab in Kumamoto has reportedly been delayed, with the groundbreaking date pushed back from the originally planned "first quarter of 2025" to "sometime within 2025." However, the plant’s pro...

2025-02-25

[News] EU & Japan Grant Major Semiconductor Subsidies: Infineon, TSMC in Focus

Recently, the semiconductor industry has seen two major developments, as the EU and Japan have each announced substantial subsidies for semiconductor-related companies to promote local industry growth. Infineon Receives €920 Million EU Subsidy, Dresden Plant Accelerates Development On Februa...

2025-02-24

[News] TSMC Reportedly Sees CoWoS Order Surge, with NVIDIA Securing 70% of 2025 CoWoS-L Capacity

Previously, speculation circulated that NVIDIA might reduce its CoWoS orders from TSMC. However, according to Economic Daily News, TSMC’s advanced packaging orders have experienced an upsurge. Sources indicate that NVIDIA’s latest Blackwell architecture GPU chips are in strong demand, and the...

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