TrendForce indicates that TSMC is expanding its US investment to US$165 billion, establishing six advanced process fabs, two advanced packaging plants, and an R&D center in Arizona. Geopolitical t...
Global market intelligence firm TrendForce reports that TSMC announced on March 4th its intention to increase its investment in advanced semiconductor manufacturing in the United States...
The latest export control imposed by the US Department of Commerce not only restricts TSMC and Samsung from shipping 16nm and below chips that exceed the standard computing power to China...
TSMC achieved a small QoQ growth of 2.4% in overall wafer shipment in 4Q24 thanks to stocking activities for new smartphones and ongoing robustness in demand for AI-related HPC chips...
TrendForce indicates that DeepSeek and other Chinese AI companies are challenging the hardware-centric AI development model by focusing on operational efficiency, potentially prompting CSPs to reasses...
Samsung Foundry is turning conservative for its Capex plans of 2025 after having experienced difficulties stemming from EOL, migration, and obtainment of 3/2nm orders for some of the products among cl...
Regarding the progress on 2nm, TSMC has scheduled mass production for N2 in 2H25, with tape outs and pilot runs successively initiated for early clients...
The supply chain’s concerns on escalating geopolitical pressure after the inauguration of the latest US president-elect Donald Trump in 2025 include...
Recent market rumors have been surrounding on Google’s deferred mass production for its next-gen TPU (TPU v7). According to TrendForce’s survey...
Regarding statics since early November surrounding TSMC’s review on its Chinese AI clients of 7nm and below, as well as suspended shipments to the latter...
Looking at changes to revenue generated by various nodes of TSMC in 3Q24, 7nm and below nodes, including 3nm, 5/4nm, and 7/6nm, have achieved a remarkable performance thanks to...
Samsung Foundry’s 12-inch CIS is mainly supplied to Samsung System LSI, and has planned for a corresponding capacity at 65/45nm (ISP at 28nm) based on System...
The entry of a peak stocking season for new smartphones and PC/NBs, together with the ongoing robustness among AI-related HPC applications...
