TSMC

US Export Control Updates Announced on January 16th Will Extend KYC Review Standards to Packaging Technologies

Jan 16, 2025 | PDF

According to the latest investigation by global market intelligence firm TrendForce, after Huawei’s attempts to circumvent US trade restrictions were exposed in early November 2024...

NVIDIA Is Expected to Increase Shipments of Blackwell GPUs Featuring CoWoS-L, and US Trade Restrictions May Also Reduce Demand for CoWoS-S

Jan 15, 2025 | PDF

TrendForce indicates that NVIDIA will increase shipments of Blackwell GPUs featuring CoWoS-L in 2025, while US trade restrictions may reduce demand for CoWoS-S. NVIDIA's adjusted CoWoS order...

CoWoS Expected at Twofold Growth in 2025 from Demand of Blackwell and CSPs’ ASICs; Progress to Depend on Supply Expansions and Preparation of GB Racks

Jan 07, 2025 | PDF

TrendForce forecasts that CoWoS capacity will double in 2025, driven by demand for Blackwell and CSPs' ASICs. TSMC, the major supplier, will expand capacity to meet the demand, with N...

Global Top 10 Foundries’ Total Revenue Reached a Record High of Over US$34bn in 3Q24 as Advanced Nodes Maintain Strong Growth and China Provides Policy Stimulus

Dec 02, 2024 | PDF

TrendForce reports that global top 10 foundries achieved record-high revenue of US$34.9 billion in 3Q24, a 9.1% QoQ growth, driven by strong advanced node demand and policy stimulus in China. TSMC&amp...

US Is Reportedly Tightening Standards for Reviewing the Use of Advanced AI Chip Manufacturing Technologies by Chinese Chip Customers, Thus Potentially Impacting Sales Performances of TSMC’s Advanced Nodes

Nov 08, 2024 | PDF

TrendForce indicates that the US is reportedly tightening scrutiny on Chinese customers' use of advanced AI chip manufacturing technologies, potentially impacting TSMC's ≤7nm advanced node s...

US Is Reportedly Tightening Standards for Reviewing the Use of Advanced AI Chip Manufacturing Technologies by Chinese Chip Customers, Thus Potentially Impacting Sales Performances of TSMC’s Advanced Nodes

Nov 08, 2024 | PDF

TrendForce indicates that the US is reportedly tightening scrutiny on Chinese customers' use of advanced AI chip manufacturing technologies, potentially impacting TSMC's ≤7nm advance...

US Is Reportedly Tightening Standards for Reviewing the Use of Advanced AI Chip Manufacturing Technologies by Chinese Chip Customers, Thus Potentially Impacting Sales Performances of TSMC’s Advanced Nodes

Nov 08, 2024 | PDF

Recent reports coming out of the foundry market suggest that TSMC has informed its Chinese customers about a temporary suspension of AI-related chip shipments using advanced nodes of 7nm and below...

AMD and NVIDIA Take the Lead in Transitioning to FOPLP for PC CPU, PMIC, and AI GPU to Reduce Cost and Expand Packaging Sizes of Large-Sized Chips

Jun 27, 2024 | PDF

As indicated by the survey of global market intelligence firm TrendForce, chip suppliers such as AMD have been actively involved in negotiations with TSMC and OSAT throughout 2Q24 on chip packaging us...

From 2.5D to 3D: Key Processes of Hybrid Bonding and Strategies of Equipment Providers

Jun 05, 2024 | PDF

Under the influence of growing AI-related demand and the slowing pace of node migration under Moore’s Law, achieving lower power consumption and higher transistor counts on a single chip has become a...

A Glimpse into the Adoption Challenges and Technological Planning of TSMC’s 3nm Technology from the TSMC Techonology Synposium

May 10, 2024 | PDF

TSMC president C.C. Wei was questioned by analysts about the potential introduction of High-NA EUV during TSMC’s 4Q23 earnings call. He responded, “Because of technology itself is no value. Only when...

Trends in Global Silicon Photonics Industry

Apr 12, 2024 | PDF

Silicon photonics, which emerges from the synthesis of silicon-based integrated circuits and semiconductor lasers, plays a pivotal role in advancing semiconductor technologies. This report aims to ana...

Status Updates for Foundries after 403 Earthquake: All Fabs to Resume Operations since April 8th under Limited Impact

Apr 08, 2024 | PDF

As indicated by the latest survey of global market intelligence firm TrendForce, an earthquake of 7.2 Richter scale occurred at the Eastern Coast of Taiwan at 7:58 a.m. on April 3rd...

TSMC Held over 60% Foundry Market Share in 4Q23 with Orders Related to AI and iPhones and Drove 7.9% QoQ Growth in Top 10 Foundries’ Total Revenue

Mar 05, 2024 | PDF

Global market intelligence firm TrendForce reports that smartphone brands continued to stock up on components in 4Q23. Hence, major foundries received related orders...

Trends and Competitions of AI Chip Market under Era of Gen AI

Mar 05, 2024 | PDF

The AI chip is undoubtedly the lifebuoy of the technology industry in 2023, creating new vitality in the industry downturn. In 2024, this wave will undoubtedly continue to sweep through the industry w...

TSMC’s Kumamoto Fab (JASM) Will Open on February 24th and Play a Vital Role in Shaping the Development of Japanese Semiconductor Industry for the Next Decade

Feb 23, 2024 | PDF

According to the Semiconductor Research Department of the global market intelligence firm TrendForce, TSMC’s Kumamoto fab (JASM) is set to officially open on February 24th...