TSMC


2024-10-09

[News] OpenAI’s Bold Vision: Investing Heavily to Build 36 Wafer Fabs

There are signs that OpenAI, the company that rose to fame with its AI models, is now eyeing the semiconductor manufacturing sector. However, can building a wafer fab be an easy success? Recently, international media revealed details of OpenAI CEO Sam Altman's meetings with senior executives from...

2024-10-07

[News] Intel May Cut Gaudi 3’s 2025 Shipment Target by 30%, Raising Concerns for TSMC, ASE, and Alchip

To turn adversity around, Intel launched its latest AI accelerator, Gaudi 3, in late September. However, a report by the Economic Daily News indicates that the struggling giant has significantly slashed the chip’s shipment targets by over 30% for next year, which may severely impact orders for its...

2024-10-07

[News] TSMC’s Electricity Demand Could Triple by 2030, Raising Concerns on Taiwan’s Power Supply

While TSMC is making advancements on its 2nm at full throttle, an unexpected risk may be emerging, which might be more severe than most could imagine: power supply. Citing a report by S&P, a report by Wccftech highlights that compared with 2023, the foundry giant’s electricity consumption coul...

2024-10-04

[News] TSMC’s 2nm Wafers Reportedly Set to Double in Price, Benefitting IP/ Material Companies

As TSMC has reportedly begun trial production of 2nm chips in its Baoshan Plant in Hsinchu, northern Taiwan, the schedule of mass producing 2nm in 2025 remains on track. A report by Commercial Times reveals that the price of 2nm wafers is expected to double compared to 4/5nm, which may exceed USD 30...

2024-10-03

[News] South Korean AI IC Design Companies Shifting to Dual-Foundry Model with Both Samsung and TSMC

The competition between Samsung and TSMC has intensified not only in securing international IC design clients but also in the field of South Korean IC design companies. According to a report by ZDNet Korea, major South Korean AI semiconductor fabless companies, which previously used Samsung's foundr...

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