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TSMC Banner 2023
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How Intel, Samsung and TSMC are Changing the World

How Intel, Samsung and TSMC are Changing the World
by Mike Gianfagna on 08-21-2023 at 10:00 am

How Intel, Samsung and TSMC are Changing the World

Given the changes in the music business, the term “Rock Star” doesn’t really have any relevance to music or its performers anymore.  Instead, we use the term to describe leaders, innovators and generally people or organizations of great significance. In the world of semiconductors, the designers of advanced chips were the rock… Read More


How Philips Saved TSMC

How Philips Saved TSMC
by Daniel Nenni on 08-21-2023 at 6:00 am

TSMC Philips

TSMC and Philips have deep historical ties. In fact, TSMC may not have existed without Philips. In the 1980s TSMC was established as a joint venture with Philips Electronics, the government of Taiwan, and other private investors. Several semiconductor companies were approached by Morris Chang for funding including semiconductor… Read More


Morris Chang’s Journey to Taiwan and TSMC

Morris Chang’s Journey to Taiwan and TSMC
by Daniel Nenni on 08-14-2023 at 6:00 am

Morris Chang 2023

High volume manufacturing is a 24/7 business with 12 hour shifts. You don’t always get to pick the shifts you want and you must cover for others when they can’t. It’s a challenging career and not for the faint of heart like myself.

In the 1980s and 1990s I spent time in Japan working with some of the top Japanese semiconductor manufacturers.… Read More


How Taiwan Saved the Semiconductor Industry

How Taiwan Saved the Semiconductor Industry
by Daniel Nenni on 08-07-2023 at 6:00 am

Taiwan USA

Now that semiconductors are front page news and a political football, I would like to write more about how we got to where we are today to better understand where semiconductors will go tomorrow. I will start this article with a provocative quote that really made me laugh and will put some context to what I am trying to accomplish here:… Read More


TSMC Redefines Foundry to Enable Next-Generation Products

TSMC Redefines Foundry to Enable Next-Generation Products
by Mike Gianfagna on 06-30-2023 at 6:00 am

TSMC Redefines Foundry to Enable Next Generation Products

For many years, monolithic chips defined semiconductor innovation. New microprocessors defined new markets, as did new graphics processors, and cell-phone chips. Getting to the next node was the goal, and when the foundry shipped a working part victory was declared. As we know, this is changing. Semiconductor innovation is… Read More


TSMC Doubles Down on Semiconductor Packaging!

TSMC Doubles Down on Semiconductor Packaging!
by Daniel Nenni on 06-14-2023 at 6:00 am

TSMC 3DFabric Integration

Last week TSMC announced the opening of an advanced backend fab for the expansion of the TSMC 3DFabric System Integration Technology. It’s a significant announcement as the chip packaging arms race with Intel and Samsung is heating up.

Fab 6 is TSMC’s first all-in-one advanced packaging and testing fab which is part of the… Read More


TSMC Clarified CAPEX and Revenue for 2023!

TSMC Clarified CAPEX and Revenue for 2023!
by Daniel Nenni on 06-06-2023 at 2:00 pm

TSMC HQ Taiwan

TSMC clarified CAPEX and revenue for 2023 last night at the Annual Shareholders Meeting. Last year TSMC guided up during this meeting but this year they guided down. CAPEX was guided down to the lower end of $36B-$32B.  Revenue was guided down from low-single to mid-single digit so maybe down another percent or two. The TSMC Jan… Read More


Investing in a sustainable semiconductor future: Materials Matter

Investing in a sustainable semiconductor future: Materials Matter
by Daniel Nenni on 05-31-2023 at 6:00 am

EMD LinkedIn Twitter Materials Matter

In 2020 TSMC established its Net Zero Project with a goal of net zero emissions by 2050. I remember wondering how could this possibly be done before 2050 or at all for that matter. After working with TSMC for 20+ years I have learned never to bet against them on any topic and green manufacturing is one of them, absolutely.

TSMC presented… Read More


TSMC 2023 North America Technology Symposium Overview Part 5

TSMC 2023 North America Technology Symposium Overview Part 5
by Daniel Nenni on 04-27-2023 at 10:00 am

Global Footprint

TSMC also covered manufacturing excellence. The TSMC “Trusted Foundry” tagline has many aspects to it, but manufacturing is a critical one. TSMC is the foundry capacity leader but there is a lot more to manufacturing as you will read here. Which brings us to the manufacturing accomplishments from the briefing:

To
Read More

TSMC 2023 North America Technology Symposium Overview Part 4

TSMC 2023 North America Technology Symposium Overview Part 4
by Daniel Nenni on 04-27-2023 at 8:00 am

TSMC Specialty Technology 2023

TSMC covered their specialty technologies in great detail. Specialty is what we inside the ecosystem used to call weird stuff meaning non-mainstream and fairly difficult to do on leading edge processes.  Specialty technologies will play an even more important part of semiconductor design with the advent of chiplets where die… Read More