Subject


TSMC


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...

2025-02-21

[News] TSMC Reportedly Powers Apple’s iPhone 16e with A18 Chip Built on N3E and C1 Modem on 4nm

Apple’s iPhone 16e, unveiled on February 20, features the A18 chip as well as its first self-developed cellular modem, C1. Notably, both chips are manufactured by TSMC, making the foundry giant the biggest beneficiary, as per Commercial Times. According to Commercial Times, Apple’s A18 was bu...

2025-02-21

[News] Trump’s Moves Could Delay CHIPS Act Funding Distribution as NIST Plans Major Staff Cuts

President Trump may not stop the $53 billion CHIPS Act outright, but his moves could slow fund distribution for U.S. chip fabs. Bloomberg and The Register report that the National Institute of Standards and Technology (NIST), under the Commerce Department, plans to cut up to 500 probationary staffer...

2025-02-20

[News] Building a Fab in the U.S. Reportedly Costs Double and Requires Twice the Time as in Taiwan

According to a report from MoneyDJ, citing Semiconductor Digest and Tom’s Hardware, building a semiconductor fab in the U.S. costs twice as much and takes twice as long as in Taiwan, as highlighted by Herbert Blaschitz, Executive Vice President at Exyte, a leading provider of engineering solutions...

2025-02-19

[News] Intel Principal Engineer Calls TSMC Deal Mistake, Argues 18A More Advanced with Early Adopters Secured

As Trump pushes tariffs to boost U.S. chipmaking, rumors of a TSMC-Intel deal intensify. Intel’s Principal Engineering Program Manager, Joseph Bonetti, called the move a "horrible, demoralizing mistake" in a now-deleted LinkedIn post, arguing that Intel 18A will be more advanced, as per Tom’s Ha...

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