TSMC


2025-01-02

[News] TSMC to Lose 2nm Orders? NVIDIA and Qualcomm Reportedly Mull to Team up with Samsung

With rumors indicating that Apple, one of TSMC’s most critical customers, may delay the adoption of the foundry giant’s 2nm process until 2026, a Commercial Times report, citing Chosun Daily and SamMobile, now suggests that NVIDIA and Qualcomm are following suit, as they are reportedly mulling t...

2025-01-01

[News] TSMC Sets Up 2nm Pilot Line, Aims for 130,000 Wafers Monthly by 2026

TSMC's next-generation 2nm development is actively progressing. According to MoneyDJ, industry sources indicate that TSMC has begun setting up a pilot production line for 2nm (N2) at its Hsinchu Baoshan fab (Fab 20) this quarter, with a planned monthly capacity of approximately 3,000 to 3,500 wafers...

2024-12-31

[News] TSMC Reportedly to Raise Advanced Node Prices by 5% to 10% in 2025

With TSMC’s Arizona plant nearing its mass production in early 2025, rumors have been circulating that the foundry giant’s manufacturing costs in the U.S. are at least 30% higher than in Taiwan. Now it seems that a price hike is inevitable, as a report from the Economic Daily News suggests TSMC ...

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...

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