Subject


TSMC


2025-01-14

[News] Global Chipmakers Reduce Investments for 2nd Year in a Row as EV and Smartphone Demand Stalls

According to a report from MoneyDJ, citing Nikkei, global leading semiconductor companies have reduced their investment due to weak demand and overcapacity in semiconductors for electric vehicles (EVs) and smartphones despite the robust demand for AI-related semiconductors. Notably, this marks the...

2025-01-14

[News] Apple Reportedly Nears Final Check on TSMC’s U.S.-made Chips, with 4nm Mass Production Imminent

A couple of days ago, U.S. Commerce Secretary Raimondo stated that TSMC has started the production of advanced 4nm chips in Arizona, as per Reuters. Now the information seems to get confirmed, as a latest Nikkei report notes that Apple is nearing the final stages of verifying its first "made in Amer...

2025-01-13

[News] TSMC’s Advanced Process and CoWoS Expansion: Progress Unveiled

Ahead of TSMC’s earnings call on January 16th, the foundry giant’s capacity expansion plans remains a key focus, as the market is curious about its progress of Arizona plant and its CoWoS (Chip on Wafer on Substrate) output. Notably, the company has reportedly seen positive progress in both a...

2025-01-13

[News] Foundry Giants’ Advanced Node Expansion Efforts Beyond 2025: TSMC, Intel, Rapidus and More

Foundry giants, as well as ambitious newcomers, have been making strides in capacity expansion as soon as 2025 kicks start. According to SEMI, the semiconductor industry is set to begin 18 new fab construction projects in 2025. Notably, this trend seems to be most evident in advanced nodes. SEMI ...

2025-01-10

[News] NVIDIA’s GB10 Superchip Powering Project DIGITS is Reportedly Built with TSMC’s 3nm Node

NVIDIA stole the show at CES 2025, as CEO Jensen Huang showcased a compact personal AI supercomputer called Project DIGITS, powered by the company’s GB10 Grace Blackwell Superchip. According to Commercial Times and the Economic Daily News, TSMC plays a significant role in the product as well, as t...

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