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Recent Posts
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Monthly Archives: June 2024
[News] ASML Projects Strong Demand Until 2026, New EUV Shipments Reportedly to TSMC
Dutch semiconductor equipment giant ASML has hinted at the potential for receiving significant orders from key customer TSMC in the coming quarters, according to a June 5th report from Reuters. Reuters, citing information disclosed at a Jefferies-hosted investor call, noted that ASML’s …
[News] Micron Reportedly Targets 25% HBM Market Share by 2025
Driven by the rapid growth in demand for high-bandwidth memory (HBM) fueled by artificial intelligence (AI), memory manufacturers are vying for market opportunities. According to a report from CNA, Micron has announced its target to achieve a 20% to 25% market …
[News] Chinese AI Chip Companies Reportedly Seek TSMC Production by Downgrading Chip Designs
Amid tightening U.S. chip export controls to China, Shanghai-based AI chip companies, MetaX and Enflame, have rumored to downgrade chip designs to TSMC in late 2023 in order to comply with the U.S. export requirements, according to a report by …
Posted in IC Design, IC Manufacturing, Package&Test, Semiconductors
Tagged Nvidia, TSMC
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[News] NVIDIA CEO Jensen Huang Supports C.C. Wei’s Theory and Backs for TSMC to Increase Price
On June 5th, NVIDIA CEO Jensen Huang gave a congratulatory gift to TSMC’s new chairman C.C. Wei, emphasizing that TSMC’s stock price has been undervalued. He supports Wei’s value theory and will back TSMC in its wafer and CoWoS pricing. …
[News] A Quick Overview at TSMC’s Latest Collaboration with Intel, NVIDIA and AMD at COMPUTEX 2024
If you happen to be a technology enthusiast, June would certainly be a month to watch. NVIDIA CEO Jensen Huang, joined by AMD CEO Lisa Su, visited Taiwan to announce their product roadmaps in COMPUTEX 2024. NVIDIA unveiled its new …
Posted in IC Manufacturing, Package&Test, Semiconductors
Tagged A16, N3E, N3P, NanoFlex, Silicon Photonics, TSMC
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