Subject


TSMC


2024-07-29

[News] Samsung Reportedly Emerges as a New Option other than TSMC for Chinese Clients as US Election Approaches

With the U.S.-China tech war heating up as the U.S. election approaches, industry sources cited by the Economic Daily News report that Chinese IC design companies are rushing to place more orders with TSMC for chip production using advanced processes before the U.S. potentially imposes stricter con...

2024-07-29

[News] TSMC’s German Plant Reported to Break Ground in Weeks, Expected to Begin Production by Late 2027

TSMC announced last year that it would build a plant in Dresden, Germany. The plant is originally expected to break ground as early as Q4 this year, but now it may start sooner. According to a report from Deutsche Welle, TSMC’s Dresden plant will begin construction within a few weeks, which means ...

2024-07-26

[News] GB200 AI Servers Generate USD 210 Billion Annual Revenue, Boosting Supply Chain Growth

According to a report from Wccftech, it's indicated that with soaring market demand, the shipment volume of NVIDIA's Blackwell architecture GB200 AI servers has also significantly increased. As NVIDIA claims, the Blackwell series is expected to be its most successful product. Industry sources c...

2024-07-26

[News] TSMC Reportedly Received Urgent Orders from Chinese Clients, as They Offered to Pay up to 40% Extra

After TSMC released its Q3 guidance at the earnings call last week, eyeing for at least a 7.5% revenue growth, it is now said that the foundry giant has got another major boost for the following quarters. According to a report from Technews, citing Chinese media outlet ijiwei, the company is said to...

2024-07-23

[News] TSMC Effect: 100+ Semiconductor Investments in Kyushu, Totaling JPY 5 Trillion

According to a report from Nikkei on July 23rd, since 2021, the establishment of TSMC’s plants has potentially spurred over 100 semiconductor-related investment projects in Kyushu, known as Japan’s "Silicon Island." The disclosed investment amount by companies alone reaches JPY 4.74 trillion...

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