TSMC held its Taiwan Technology Symposium today. According to Reuters, the company said that demand for AI accelerator wafers is projected to grow 11-fold between 2022 and 2026. TSMC also raised its forecast for the global semiconductor market, now expecting it to exceed US$1.5 trillion by 2030, up ...

Qualcomm’s transition to TSMC’s 2nm process is expected to raise SoC costs, with next-generation chips potentially facing notable price increases. According to Wccftech, citing sources, the Snapdragon 8 Elite Gen 6 Pro could reportedly exceed US$300, potentially limiting adoption mainly to “Ul...

As TSMC’s CoWoS capacity crunch continues, Intel’s EMIB has emerged as a strong alternative, with IC design leader MediaTek reportedly adopting a dual advanced packaging strategy. According to Commercial Times, MediaTek is accelerating its expansion into AI ASICs and data center markets, while i...

As TSMC accelerates its Arizona buildout, the foundry giant continues to navigate four critical on-the-ground constraints. Central News Agency, citing Yeh Chun-hsien, head of the National Development Council, reports that TSMC has identified utilities constraints—particularly water supply in Arizo...

While recent market chatter has focused on a potential shift by Apple between longtime foundry partner TSMC and Intel, the Economic Daily News, citing industry sources, reports that the Cupertino-based company remains heavily dependent on the Taiwanese foundry giant, as it plans to place its entire ...