Recent #TSMC news in the semiconductor industry

11 months ago

➀ The competition in 2nm wafer fabrication has become a clear victory for TSMC, with its advanced technology and strong customer demand.

➁ TSMC has achieved significant milestones in 2nm technology, including successful trial production and high yields.

➂ Apple and AMD are expected to be among the first customers for TSMC's 2nm technology, with Apple's A20 Pro and M5 chips set to be produced on this process.

➃ Intel and NVIDIA are also turning to TSMC for its 2nm technology, with Intel's Nova Lake desktop chips and NVIDIA's Rubin Next platform expected to be produced on TSMC's N2 process.

➄ Samsung faces challenges in 2nm technology, including yield issues and the potential loss of its own customers to TSMC.

➅ Intel's 2nm technology, known as 18A, faces delays and yield challenges, with concerns about its ability to compete with TSMC.

➆ Rapidus, a Japanese semiconductor company, is working on 2nm technology but faces significant challenges in the current market.

➇ The rise of TSMC in 2nm technology raises concerns about pricing power and the potential impact on the semiconductor industry.

TSMCchip manufacturingsemiconductor
11 months ago

➀ Nvidia reported a Q3 revenue of $35.062 billion, up 17% YoY and 94% QoQ, with a net profit of $19.309 billion, up 16% YoY and 109% QoQ.

➁ TSMC's Q3 revenue was NT$759.69 billion, up 39% YoY, with a net profit of NT$325.26 billion, up 54.2% YoY.

➂ Samsung Electronics posted a Q3 operating profit of 9.1834 trillion KRW, up 277.37% YoY, with sales and net profit up by 17.35% and 72.84% YoY, respectively.

NVIDIASamsungTSMCearningssemiconductor
11 months ago
➀ TSMC unveiled details about its N2 (2nm-class) fabrication process at IEDM 2024; ➁ The new process promises a 24 to 35% power reduction or a 15% performance improvement at the same voltage; ➂ Key advancements include GAA nanosheet transistors and N2 NanoFlex design-technology co-optimization.
2nm processMicroelectronicsSRAMTSMCperformance improvementsemiconductor
11 months ago
➀ The semiconductor industry's closely guarded secret, yield, is now being discussed openly, following allegations of low yields from Intel and TSMC. ➁ Intel's 18A has a 10% yield, while TSMC's 2nm process has a 60% yield, according to recent reports. ➂ Pat Gelsinger, CEO of Intel, argues that yield is not a measure of process maturity and suggests defect density as a better indicator.
IntelTSMCsemiconductorsemiconductor manufacturing
11 months ago
➀ TSMC's Mii presented a keynote at the 70th IEDM, discussing the semiconductor industry's growth and the impact of AI, predicting a revenue of one trillion dollars by 2030. ➁ He highlighted the evolution of logic technologies and introduced CFET architectures. ➂ He discussed the importance of advanced silicon stacking and packaging technologies.
AICFETIEDMMoore's LawSEMICONDUCTORSoWSpecialty TechnologiesSystem IntegrationTSMC
11 months ago
➀ Ayar Labs, an optical I/O specialist, has raised $155 million, bringing its total funding to $370 million and valuing the company over $1 billion.➁ The round was led by Advent Global Opportunities and Light Street Capital, with participation from AMD Ventures, Intel Capital, Nvidia, 3M Ventures, and Autopilot, among others.➂ Ayar Labs has developed in-package optical I/O technology to enhance AI infrastructure efficiency and performance.
AIAMDGlobalfoundriesIntelNVIDIATSMCfundingsemiconductor
11 months ago
➀ ROHM and TSMC have formed a strategic partnership to develop and produce GaN power devices for electric vehicle applications; ➁ The collaboration aims to integrate ROHM's device development technology with TSMC's GaN-on-silicon process technology; ➂ GaN power devices are currently used in consumer and industrial applications, and TSMC supports GaN technology for its potential environmental benefits in automotive applications.
GaNTSMC
11 months ago
➀ Hongjun Microelectronics, a Chinese server CPU designer, may lay off up to half of its workforce due to restrictions from TSMC on access to the 7nm node; ➁ The layoffs are a result of TSMC's decision to cut off Chinese semiconductor companies from its advanced nodes, which includes the 7nm to 2nm process; ➂ The situation highlights the challenges faced by Chinese chip designers in the wake of international trade tensions and export controls.
Cloud ComputingExport RestrictionsTSMCsemiconductortech industry
11 months ago
➀ Intel's 18A process is on track for production ramp-up next year, according to Naga Chandrasekaran, Intel's chief global operations officer and GM of the foundry business. ➁ The plan is to sample 18A chips to customers in H1 2025 and start production in H2 at Intel's Oregon fab. ➂ The defect density on 18A is currently at 0.4 defects per cm^2, comparable to TSMC's N7 and N5 processes before mass production.
IntelProductionTSMCchip manufacturingsemiconductor technology