Subject


TSMC


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...

2025-02-05

[News] ASML to Ship First Second-Gen High-NA EUV Machine in the Coming Months, Aiming for 2026 Production

Though Intel plans to lower its 2025 capex to USD 20 billion from USD 24 billion in 2024, the semiconductor giant has been gearing up to receive its new high-NA EUV machine soon. According to a report from Dutch media outlet tweakers, the first modules of ASML’s TwinScan EXE:5200 will be delivered...

2025-02-04

[News] TSMC Likely to Raise Advanced Node Prices by over 15% in 2025 as Trump’s Chip Tariffs Approach

A couple of days ago, President Donald Trump has vowed to impose sector-specific tariffs on chips, oil, gas and more. With rising chip tariffs and production costs on the way, foundry giant TSMC is likely to raise prices for advanced nodes by over 15% in 2025, up from the previously expected 5% to 1...

2025-02-03

[News] TSMC Said to Plan 2nm Production in U.S., 1nm Fab in Tainan

Citing industry sources, Commercial Times reports that TSMC’s Arizona wafer fab, Fab 21 Phase 1, has officially entered mass production on its 4nm process in the first quarter of this year. Monthly capacity is expected to reach 30,000 wafers by mid-year. Meanwhile, construction for Fab 21’s P...

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