➀ TSMC has released 2025 foundry quotes to reduce the impact of high operating costs and 2nm deployment costs;

➁ The price increase for 5nm, 4nm, and 3nm process technology is higher than previously expected, with a maximum increase of 10%;

➂ The price increase for 2nm is even higher than expected, possibly exceeding $30,000;

➃ TSMC's advanced process prices are rising, indicating increasing development costs;

➄ The cost of developing advanced process technology has seen exponential growth;

➅ The development of advanced process technology is a long and resource-intensive process, often requiring 7 to 10 years.

➀ TSMC stopped shipping chips to a specific customer in mid-October after discovering the chips were used in Huawei products;

➁ It is unclear whether the customer represents Huawei and where its headquarters are located;

➂ The incident provides new clues to recent reports, including those from The Information, which claimed the US recently contacted TSMC about producing chips for a blacklisted Chinese company;

➃ Huawei has relied on Semiconductor Manufacturing International Corporation (SMIC) for its chip production, including the 7-nanometer chips used in its smartphones last August;

➄ TSMC stopped shipping chips to Huawei after September 15, 2020, and reiterated this point when asked about TechInsights' report;

➅ TSMC and Huawei representatives refused to comment on the reports;

➆ The US Department of Commerce acknowledged that there may have been violations of US export control regulations;

➇ TSMC stated that it is a law-abiding company committed to complying with all applicable regulations, including export control regulations;

➈ Huawei stated that it has not produced any chips through TSMC since the implementation of the Foreign Direct Product Rule (FDPR) in 2020;

➉ Taiwan's Minister of Economic Affairs stated that Taiwan respects the US' export control measures and will communicate fully with TSMC;

➊ The US Bureau of Industry and Security (BIS) had a meeting with TSMC executives in October to discuss supply chain issues, including whether third-party distributors can provide restricted technology to China.

➀ TSMC reports a strong demand for 2nm nodes over 3nm, with A16 attracting AI server clients.

➁ TSMC's 3nm shipments accounted for 20% of total wafer revenue in Q3 2024.

➃ TSMC's 2nm is expected to enter volume production in 2025.

➄ TSMC plans to expand its 2nm capacity to meet strong demand.

➅ TSMC's A16 process is highly attractive for AI server applications.

➀ TSMC's CoWoS capacity will double in 2024 and 2025, but demand will continue to exceed supply;

➁ The CoWoS expansion wave is expected to extend into 2026, benefiting equipment suppliers for the next two to three years;

➂ Advanced packaging currently accounts for 7-9% of TSMC's revenue, with expected growth to outpace the company's average over the next five years;

➃ TSMC's CoWoS monthly production capacity is expected to reach 35,000 to 40,000 wafers this year, and surge to 80,000 wafers per month next year;

➄ Strong demand from major AI customers is driving capacity needs, potentially reaching 140,000 to 150,000 wafers per month by 2026.

➀ TSMC is the leading player in the semiconductor industry.

➁ Advanced packaging is becoming a key technology path for chip performance improvement.

➂ TSMC is expected to become the largest packaging service provider with the rapid adoption of Chiplet architecture.

➃ TSMC has invested heavily in advanced packaging technology, with capacity set to grow significantly.

➄ TSMC's CoWoS, InFO, and SoIC technologies are driving the company's leadership in advanced packaging.

➅ TSMC is expanding its capacity to meet the increasing demand for advanced packaging.

➆ TSMC is also investing in optical packaging technology to meet the growing bandwidth needs.

➀ A TSMC employee stole 9,980 IC semiconductor chips, selling them for 710,000 New Taiwan Dollars to individuals in the secondary market;

➁ The employee was also caught stealing nearly 1,000 storage chips from his former employer, Quanta Computer;

➂ The court sentenced the thief to 2 years and 6 months in prison and ordered him to pay TSMC 1.4 million New Taiwan Dollars in compensation.

➀ TSMC's 5nm process contributed 32% of its revenue in the third quarter of 2024;

➁ The 3nm process, since its mass production in 2022, has significantly contributed to TSMC's revenue;

➂ Major chip manufacturers, such as Apple, Qualcomm, and NVIDIA, are racing to adopt the 3nm technology for their new products;

➃ TSMC is leading the 3nm market due to its high yield rate and advanced technology, with a significant revenue contribution in the third quarter of 2024;

➄ The rising demand for AI chips is driving the adoption of advanced processes like 3nm, due to the increasing complexity of AI models and the need for high performance and energy efficiency.