Subject


TSMC


2024-12-16

[News] Geopolitical Rush Orders Drive TSMC Toward a Record-Breaking Q1 Off-Season in 2025

According to a report by Economic Daily News, TSMC is riding the wave of AI and high-performance computing (HPC) applications, with its USD-denominated revenue expected to reach record highs in Q4 2024 and throughout the year. Recently, rush orders have surged as customers anticipate tighter U.S. re...

2024-12-13

[News] TSMC Ramps up CoWoS Capacity across Taiwan, Projected to Nearly Triple by 2026

According to a report from Commercial Times, TSMC is actively expanding its advanced packaging facilities in Taiwan. With the Tainan facility (AP8) it acquired earlier from Innolux starting small-scale production by the end of 2025, TSMC's CoWoS capacity is expected to triple, rising to 90,000 wafe...

2024-12-13

[News] Advanced Semiconductor Packaging Technologies Emerging

The rapid development of AI, HPC, and other technologies is driving higher demands for semiconductor performance and energy efficiency. Traditional packaging technologies struggle to meet the needs of the AI era, creating an opportunity for advanced semiconductor packaging technologies to shine. ...

2024-12-12

[News] Apple Reportedly Teams Up with Broadcom to Develop AI Chip Using TSMC’s N3P Process

Commercial Times, citing a report from The Information, indicated that Apple is currently collaborating with Broadcom to develop its first server chip specifically designed for artificial intelligence (AI) computing, hoping to reduce its reliance on Nvidia. Reportedly, the chip will use TSMC's N3P p...

2024-12-10

[News] TSMC Founder on Rivals: Intel Needs New Strategy, while Samsung Bothered by Technical Issues

According to a report from Economic Daily News, at the launch event for the second volume of his autobiography yesterday, TSMC founder Morris Chang shared insights about TSMC's two major rivals, Intel and Samsung. Chang once referred to these two competitors as “700-pound gorillas.” However, bot...

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