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台湾经济日报

台湾经济日报为台湾财经新闻媒体,经常发布TSMC、Samsung等半导体行业新闻。

February 23

  • TSMC 2 Nanometer Production Capacity to Reach 80,000 Units by Year-End

    ➀ TSMC's 2nm process development is attracting attention, with market rumors suggesting that its monthly production capacity could reach 50,000 to 80,000 units by the end of the year;

    ➁ TSMC Chairman Wei Zhejia mentioned that Taiwan will continue to expand advanced process and packaging capacity, including the expansion of 3nm in Tainan and 2nm in Hsinchu and Kaohsiung;

    ➂ Market rumors suggest that TSMC's 2nm process is progressing rapidly and has entered the trial production stage, with an estimated monthly production capacity of 5,000 to 10,000 units at the Hsinchu Science Park factory.

  • January 27

  • AMD's next-gen flagship UDNA Radeon GPU won't be as powerful as the GeForce RTX 5090

    ➀ AMD plans to release a new flagship Radeon GPU in 2026, succeeding the RDNA 3's Radeon RX 7900 XTX.

    ➁ The new UDNA architecture aims to unify data center and gaming GPUs, potentially using TSMC's N3E process for improved efficiency.

    ➂ However, it may not surpass NVIDIA's RTX 5090 in performance.

  • January 18

  • PlayStation 6 SoC is 'design complete' says leaker: AMD Zen 5 with X3D cache, next-gen UDNA GPU
    ➀ Sony's PlayStation 6 SoC is reported to be 'design complete'; ➁ The custom APU will feature a Zen 5 CPU and UDNA GPU; ➂ The console is expected to support 4K 120FPS and 8K 60FPS gaming.
  • AMD May Tap TSMC's 3nm Node To Bring Back Flagship Radeons In 2026
    ➀ AMD's next-generation GPUs based on 'UDNA' technology will be manufactured on TSMC's N3E process; ➁ AMD plans to launch a high-end flagship GPU with a large GPU core; ➂ AMD's next-generation desktop processors will feature a major revision to the cIOD chiplet and will be manufactured using TSMC's N4C process.
  • January 17

  • PlayStation 6 rumor: AMD to provide Zen 5 CPU with X3D cache, next-gen UDNA GPU
    ➀ AMD is reportedly developing a Zen 5-based CPU with X3D cache for Sony's PlayStation 6; ➁ The new UDNA GPU architecture will enhance performance through 3D stacking; ➂ Sony's PS6 will transition from RDNA to UDNA, marking a significant upgrade in console technology.
  • November 19

  • AMD RDNA 4 really might be just a 'bug fix' if all-new UDNA GPUs arrive in Q2 2026 as rumored
    ➀ AMD plans to transition from RDNA to UDNA architecture after the RX 8000 series; ➁ UDNA will unify gaming and data center GPUs, with RX 9000 set to use this architecture in Q2 2026; ➂ The leaker claims that MI400 and RX 9000 use the same UDNA, and the architecture uses an ALU design similar to GCN.
  • October 29

  • 群創整廠出售…不在計劃中
    ➀ AI's strong demand for semiconductors has led to a shortage in advanced manufacturing capacity.➁ There are rumors that TSMC is interested in purchasing an entire factory from Chunghwa Picture Tubes, targeting the seventh factory in South Science Park.➃ Chunghwa Picture Tubes' spokesperson emphasized yesterday that the sale of the entire factory is not on their agenda.
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