Subject


TSMC


2024-08-08

[News] Two Contrasting Trends Emerge in Wafer Foundry Industry

AI industry has been driving semiconductor industry to advance forward. Benefited from the surge in AI-driven demand for advanced process chip, foundry industry is experiencing a gradual turnaround, while demands for consumer chip and automotive chip have not yet fully recovered, and competition rem...

2024-08-08

[News] TSMC Reportedly to Raise 3nm & 5nm Prices Soon, Looking to Maintain Long-Term Profit Margins 

According to a report from wccftech, leading semiconductor foundry TSMC is preparing to increase the prices of its 3nm and 5nm processes. Reportedly, this move is said to maintain its long-term gross profit margin of 53% and secure its leadership position in the semiconductor foundry market. The...

2024-08-07

[News] Intel’s 18A to Start Production in 2025, Featuring Processors for AI PCs and Servers

While surrounded by concerns raised by the USD 1.6 billion net loss in Q2 and the large-scale layoff plan, Intel has finally shared some good news. It announced on August 6th that its next-gen 18A process has achieved a major milestone, and will start production in 2025. The semiconductor giant s...

2024-08-07

[News] ASML’s Second High-NA Equipment to be Installed in Intel’s Oregon Fab Soon

Per a report from Reuters, Intel is said to be receiving the second new High-NA EUV equipment from ASML, costing EUR 350 million (~USD 383 million). According to Intel's earnings call on August 1, CEO Pat Gelsinger stated that Intel began receiving the first large equipment in December, and the i...

2024-08-06

[News] TSMC Assigns CoW Order for the First Time, Reportedly to OSAT Provider SPIL

Despite recent issues with NVIDIA's GB200 shipments, the market remains optimistic about long-term AI demand, and CoWoS capacity continues to be in short supply. According to a report from MoneyDJ, TSMC will assign orders of the initial stage of chip stacking in CoWoS packaging, Chip on Wafer (Co...

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