➀ The Southern Taiwan Science Park has resumed normal operations after a magnitude 6.4 earthquake on January 21st.
➁ TSMC's production lines have largely been restored as of January 23rd, while UMC resumed work on January 24th.
➂ The earthquake caused damage to around 60,000 wafers at TSMC, with an estimated loss of over 3 billion NT dollars (approximately $91.5 million USD).
➀ Trump announced a $500 billion investment in AI infrastructure.
➁ An earthquake hit TSMC fabs in southern Taiwan causing temporary halts in operations for safety inspections.
➂ The joint FD-SOI 12-inch fab plan between ST and GlobalFoundries has been put on hold.
➀ Samsung is reportedly cutting its foundry capital expenditure in half to $3.5 billion in 2024, down from $7 billion last year.
➁ This decision is attributed to reduced client demand and efforts to improve efficiency.
➂ In contrast, TSMC and Intel are planning to increase their capital expenditures significantly in 2025.
➀ Intel's upcoming Nova Lake CPUs have been spotted in shipping manifests, indicating progress on their next-gen consumer platform.
➁ The next CPU architecture from Intel will be Panther Lake, showcased at CES 2025, and will be the company's first consumer platform on its new Intel 18A process node.
➂ Intel's next-gen Nova Lake CPUs are expected to be fabricated on Intel 14A or TSMC 2nm, and will not feature on-package memory.
➀ A magnitude 6.4 earthquake struck Southern Taiwan, causing TSMC to halt production and evacuate workers.
➁ Post-earthquake inspections confirmed the safety of TSMC's facilities, allowing operations to resume gradually.
➂ Despite the resilience shown, TSMC remains vulnerable to major disasters, which could affect the global supply chain for electronic devices.
➀ An earthquake with a magnitude of 6.4 hit southern Taiwan, causing TSMC to evacuate its fabs in the Central Taiwan Science Park and Southern Taiwan Science Park in Chiayi County.
➁ No injuries were reported, but operations were temporarily halted for safety inspections.
➂ TSMC reported minimal damage and a recovery of over 70% of its tools, though some production lines may face delays.
➀ Intel's hopes of surpassing TSMC in process technology this year or next year have been challenged after TSMC announced that their A16 process will enter mass production in the second half of 2026.
➁ Intel plans to start ramping up its 18A process in H2 2025, but it suggests that volume production won't occur until 2026, while TSMC is expected to achieve high-volume production on its equivalent N2 process in H2 2025.
➂ With the potential acquisition rumors and investor frustration over Intel's struggle to catch up in process technology, the situation looks bleak for Intel.
➀ NVIDIA CEO Jensen Huang is collaborating with TSMC on robotics and autonomous vehicle development.
➁ NVIDIA's upcoming Jetson Thor SoC and Project GROOT robot are part of this collaboration.
➂ The collaboration includes a joint silicon photonics research project between NVIDIA and TSMC.
➀ Apple is considering delaying the production of its new iPhone models due to the high cost of TSMC's 2nm wafers, which are priced at 44 million won per wafer;
➁ TSMC's limited production capacity for the 2nm process is causing prices to soar, and the company is investing in expanding its facilities to increase production;
➂ Samsung Electronics is also competing in the 2nm market, aiming to capture market share by improving yield rates and performance.
