Semiconductors


iPhone
2024-12-30

[News] Apple May Delay Adopting TSMC’s 2nm Node Until its Capacity Grows Eightfold in 2026

In early December, industry sources indicate that TSMC’s 2nm trial production yield has reportedly exceeded 60%, which raises speculations about who would be among the first customers. However, according to Commercial Times, citing wccftech and MyDrivers, Apple may delay adopting TSMC’s 2nm proc...

2024-12-30

[News] TSMC Advances in Silicon Photonics: Broadcom and NVIDIA Set to Be First Customers

According to a report by the Economic Daily News, TSMC has made significant progress in its silicon photonics strategy. The company recently achieved the integration of co-packaged optics (CPO) with advanced semiconductor packaging technologies, with sample deliveries expected to commence in early 2...

2024-12-30

[News] Samsung vs. SK hynix: South Korean Semiconductor Giants’ Contrasting EUV Strategies

As semiconductor giants Intel and TSMC have been bringing in ASML’s High- NA EUV machines, how major South Korean chip companies approach extreme ultraviolet (EUV) lithography technology also comes into spotlight. Interestingly, Samsung and SK hynix are adopting differing strategies on EUV, as per...

2024-12-27

[News] Qualcomm’s Snapdragon 8 Elite 2 to Use TSMC’s N3P as Samsung Reportedly Lost Order

According to a report from TechNews, citing Korean media outlet The Bell, sources on December 26 indicate that Qualcomm’s "Snapdragon 8 Elite 2,” scheduled for release in the second half of 2025, will be produced using TSMC's third-generation 3nm (N3P) process. Samsung reportedly had competed fo...

2024-12-27

[News] NVIDIA Supplier Advantest: AI Phones May Sustain Chip Industry amid Declining Data Center Investment

According to Liberty Times, citing Financial Times, major tech companies have significantly increased capital expenditures in recent years to acquire AI chips and build data centers. However, global investment in data centers has recently slowed, raising concerns about whether the AI boom might be l...

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