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A
An overview of last quarters result
CLAUS AASHOLM
APR 16, 2024
The state of the semiconductor foundry market is key to understanding...
Tuesday at 7:25 PM
A
RISC-V, TSMC N3E, and Lip-Bu Tan, quite a combination.
Tuesday at 7:18 PM
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Smart move:
Ursula M. Burns, Vice Chair, Advisory Council on Supply Chain Competitiveness (ACSCC), U.S. Department of Commerce
Apr 12, 2024
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HSINCHU, Taiwan, R.O.C., Apr. 12, 2024 – TSMC (TWSE: 2330, NYSE: TSM) today announced ten candidates for the Board of Directors...
Apr 12, 2024
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TSMC is increasing prices of its chips an aggregate of 8.7% in 2024 compared to January 2023 prices...
Apr 10, 2024
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Great observation. A question - "TSMC is like to raise prices on 5/3nm nodes, at least". My understanding was price increase if any will...
Apr 10, 2024
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Guidance should be quite telling but what I'm really excited for is the NA tech symposium. Its like christmas for semi nerds!!!
Apr 10, 2024
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Google is very secretive but I believe this is on TSMC N5 with N3 coming up. I have worked with Google before and let me tell you they...
Apr 9, 2024
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Nvidia is a mutli fab sourcing company, they have been for a while. Samsung was not able to deliver enough good die at 5/4nm so Nvidia...
Apr 9, 2024
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An interesting thing about the Intel Gaudi 3 is that it is manufactured by TSMC using N5 process.
Without considering other factors, it...
Apr 9, 2024
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I'm guessing 2022 included a lot of inventory that was burned in 2023. The semiconductor industry was only down 8% in 2023? TSMC is...
Apr 7, 2024
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I have actual numbers for 18A pitches, I can't publish them but I can say that 18A high density cell transistors per mm2 are slightly...
Apr 3, 2024
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One other item. I think the biggest issue from the webinar (since we knew Intel Costs are higher than TSMC price) is the timelines...
Apr 3, 2024
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Intel Cost is a lot higher than TSMC price. Intel cost is 2x TSMC cost for similar technology. They plan to fix this somewhere between...
Apr 3, 2024