Monthly Archives: January 2024

[News] ASML Senior Management’s Asian Tour, First Stop Reportedly TSMC

ASML, a key chipmaking equipment supplier, is reported to have its incoming CEO, Christophe Fouquet, visiting Taiwan soon. According to Commercial Times citing from supply chain sources, it’s suggested that he will meet with TSMC and other related suppliers to discuss …

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[News] Completion of TSMC’s Kumamoto Plant, Grand Opening on 2/24

TSMC’s foundry in Kumamoto, Japan, has been completed. Currently, the tool-in is underway, with a grand opening ceremony scheduled for February 24th, 2024. Following this, trial production will commence, with mass production expected by the year-end. The Taiwanese semiconductor supply chain is …

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[Insights] Apple Watch Faces Allegations of Blood Oxygen Monitoring Patent Infringement, Resolution or Redesign Incurs Substantial Costs

In late December 2023, Apple faced sales suspension of certain Apple Watch models in the United States due to concerns over patent infringement with Masimo’s blood oxygen detection technology. Despite Apple’s appeal for reinstatement, regulatory authorities will review updated designs …

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[News] NVIDIA and AMD Clash in AI Chip Market, as TSMC Dominates Orders with Strong Momentum in Advanced Processes

In the intense battle of AI chips between NVIDIA and AMD this year, AMD’s MI300 has entered mass production and shipment 1H24, gaining positive adoption from clients. In response, NVIDIA is gearing up to launch upgraded AI chips. TSMC emerges …

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[News] Intel Secures First High-NA EUV Equipment, Threatening TSMC’s Position?

Intel recently announced that it has acquired the market’s first ASML Extreme Ultraviolet (EUV) exposure equipment with a 0.55 Numerical Aperture (High-NA), aiming to advance its chip manufacturing technology in the coming years. In contrast, TSMC appears to be taking …

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