TSMC


2023-08-31

[News] Goldman Sachs: TSMC to Win Big with Intel’s Increased Outsourcing

According to a report by Taiwan's Commercial Times, Goldman Sachs Securities has noted that Intel has been consistently grappling with process upgrade delays since the 10-nanometer fabrication process. Recently, the company has decided to establish a foundry-like relationship between its manufacturi...

2023-08-31

Understanding Chiplets, SoC, and SiP: Why TSMC, Intel, Samsung Invest?

Semiconductor process technology is nearing the boundaries of known physics. In order to continually enhance processor performance, the integration of small chips (chiplets) and heterogeneous Integration has become a prevailing trend. It is also regarded as a primary solution for extending Moore's L...

2023-08-30

[News] Intel’s Processor Upgrades: Impact on TSMC’s Revenue Awaited

According to Taiwan's TechNews report, Intel has revealed the architecture and supply schedule of the new generation data center Xeon processors, Sierra Forest and Granite Rapids. They are also set to unveil the consumer processor codenamed Meteor Lake in mid-September. However, with the semiconduct...

2023-08-29

[News] CoWoS Demand Surges: TSMC Raises Urgent Orders by 20%, Non-TSMC Suppliers Benefit

According to a report from Taiwan's TechNews, NVIDIA has delivered impressive results in its latest financial report, coupled with an optimistic outlook for its financial projections. This demonstrates that the demand for AI remains robust for the coming quarters. Currently, NVIDIA's H100 and A100 c...

2023-08-28

[News] NVIDIA’s Financial Forecast Stands Out, Yet Short-Term Semiconductor Market Weakness Remains

NVIDIA Beats Expectations with Q2 Financial Results and Optimistic Q3 Outlook, But Overall Semiconductor Short-Term Prospects Remain Weak, According to Taiwan's Central News Agency. While the semiconductor industry remains subdued, NVIDIA stands out with robust operational performance and a posit...

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