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tsmc
Citi: “Intel Foundry Has Proven Over [The] Years It Cannot Compete With TSMC, And Forcing A Company To Use Vastly Inferior Manufacturing Would Destroy Shareholder Value”
TSMC Is Now Accepting Orders For 2nm Wafers, With A New Report Stating That Customers Have Lined Up To Pay An Estimated $30,000 Per Unit, With Apple Likely Being The First Client
TSMC To Reportedly Begin Mass Production Of 2nm Wafers At Two Plants By The End Of This Year, A Plan That Is Estimated To Propel Sales To $30.1 Billion Each For Q3 & Q4
Samsung Could Beat TSMC In The Race To Offer 2nm Chips First, But This Victory Solely Depends On If The Company Can Scale Past The Hurdles Which Prevented Its Progress
Intel Is A “Nobody” & Should Merge With Mature Chip Technology Firms, Says Former TSMC co-COO
TSMC To Start Accepting 2nm Wafer Orders From April 1, New Report States That Monthly Production Output Target Is 50,000 Units By The End Of The Year
TSMC’s 2nm Trial Production Yields Are ‘Now Well Above’ 60 Percent, Claims Analyst, With Full-Scale Manufacturing Imminent As Company Attempts To Raise Wafer Count
TSMC’s $100 Billion Made In America Plan Will Need Economic Ministry’s Approval, Says Minister
Apple’s A20 Arriving To The iPhone 18 Lineup Will Reportedly Stick With TSMC’s 3nm ‘N3P’ Process, But It Could Differentiate Itself By Using A More Advanced Packaging
Samsung Loses Further Ground To TSMC In The Foundry Market For Q4 2024, As Decline In Orders From Key Customers Saw The Trade Gap Widen By A Whopping 59 Percentage
Bernstein: NVIDIA Now Trades “Below Parity Relative To SOX,” And TSMC’s $100 Billion Investment In The US Will Keep Intel At “Arm’s Length”
TSMC Is Yet To Report Any Intel Acquisition Plans To Taiwan Government, Says Minister
TSMC’s Efforts In 2nm Production Could See The Company Reaching 50,000 Monthly Wafers In 2025; With Both Facilities Operational, Output Could Reach 80,000 Units
TSMC To Become One Of The Apple’s Biggest Beneficiaries Thanks To The In-House C1 5G Modem, As There Are Plans To Transition This Chip To The iPad And Apple Watch Lineup In 2026
Trump Administration’s Made In America Push Could See Intel Sell 20% Of Foundry Business To TSMC – Report
TSMC CEO Had Dismissed Acquiring Intel’s Fabs In October
Intel’s TSMC Joint Venture Unlikely As Latter Might Build Packaging Factory Instead, Says Investment Bank
OpenAI Is In The Process Of Finalizing The Design Of Its Custom AI Chip In The Next Few Months, Tape-Out Process At TSMC Could Commence From H1 2025
NVIDIA’s GB200 NVL 72 Shipments Not Under Threat From DeepSeek As Hyperscalers Maintain CapEx; Meanwhile, Trump Tariffs Play Havoc With TSMC’s Pricing Strategy [Updated]
TSMC Accelerates Efforts To Achieve 1nm Production, Plans To Set Up “Giga Fabs” In Taiwan
Morgan Stanley: TSMC Will Continue To Dominate Market Despite Trump Tariffs
Tim Cook Says, “Intel Just Does Not Know How To Be A Foundry,” As TSMC Founder Explains Why Apple Chose Them As Their Custom Chip Supplier
TSMC Is Rumored To Have Rejected Samsung’s Alleged Proposal Of Mass Producing The Latter’s Exynos Chipsets Using Its Cutting-Edge Lithography
Morgan Stanley: “[TSMC’s] Customers Like AMD And Broadcom Are Releasing CoWoS-S Capacity Due To Weaker Demand,” Allowing NVIDIA To “Convert This Capacity To CoWoS-L For GB300A Production”
TSMC To Begin Mass Production Of Apple’s First U.S.-Made A-Series Chips For The iPhone, Marking A Major Milestone For Its Arizona Plant
TSMC Might Have Secured Taiwan’s Approval To Make Advanced 2nm Chips In US
TSMC To Kick Off 2nm Trial Production At Its ‘Kaohsiung’ Plant Later This Month, Making It Earlier Than Previously Anticipated, With An Initial Target Of 5,000 Wafers
TSMC Cuts Ties With Another Firm For Supplying Huawei With AI Chips – Report
SMIC Will Catch Up With TSMC’s ‘Trillion Dollar’ Market Cap, Says Hedge Fund Boss
Japanese Chip Firm Rapidus To Send 2-nanometer Samples To Broadcom & Compete With TSMC
Apple Expands Its Production Footprint In The United States As TSMC Begins Manufacturing 4nm S9 Chips For The Apple Watch At Its Arizona Plant
TSMC Arizona Reportedly Starts Production Of AMD’s Ryzen 9000 “Granite Ridge” CPUs; Facility Witnesses Tremendous Demand
SMIC Will Catch Up With TSMC, Predicts A Hedge Fund Manager Who Outperformed 97 Percent Of His Peers
NVIDIA, TSMC Develop Advanced Silicon Photonic Chip Prototype, Says Report
Analysts Believe That Apple Might No Longer Be TSMC’s Biggest Customer This Year, Even Though It Contributes 25.2 Percent To The Manufacturer’s Annual Revenue
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