You are currently viewing SemiWiki as a guest which gives you limited access to the site. To view blog comments and experience other SemiWiki features you must be a registered member. Registration is fast, simple, and absolutely free so please, join our community today!
Exciting news from Intel!
Intel puts 1 nm on roadmap for 2027
Intel's previously-unannounced Intel 10A (analogous to 1nm) will enter production/development in late 2027, marking the arrival of the company's first 1nm node, and its 14A (1.4nm) node will enter production in 2026. The company is...
Posting for the first time in a long time since many users of SemiWiki are so smart and insightful with their posts/opinions...it's hard for a non-semi professional to add something of value. 😅
I'm personally a fairly skeptical about this rumor but I didn't see it mentioned here but thought it...
Seems like Intel Foundry is hitting a few bumps on the road. Qualcomm and Tesla have backed away at least temporary:
“We didn’t get into this mud hole because everything was going great,” said Gelsinger, who took over as CEO in 2021. “We had some serious issues in terms of leadership, people...
I'm a bit shocked at the price tag...but the Korean resolve/desire to obtain leadership in critical technologies (display, semiconductor, batteries) is impressive...
Eric Schmidt (ex-CEO of Google) and Graham Allison (Harvard professor of government) wrote a commentary in the WSJ arguing that American national security is at risk if it is completely dependent on Taiwan for advanced semiconductors. You can read their arguments in the link below...
TSMC executives stated on Thursday that they will have ASML's "high-NA EUV" chipmaking tool in 2024.
Source: https://www.reuters.com/technology/tsmc-says-it-will-have-advanced-asml-chipmaking-tool-2024-2022-06-16/
EE Times reports that TSMC has now publicly confirmed that they will be using nanosheets at 2nm starting in 2025. They also gave a quick preview of TSMC roadmap for the next few years as well as provide some color on the competitive foundry market.
Source...
The tech press covered Qualcomm's "Snapdragon Night" which introduced the Snapdragon 8+ Gen 1. What maybe interesting to us is that we can (kinda) compare TSMC 4nm vs Samsung Foundry 4nm process using the Snapdragon 8 Gen 1 chip. This hasn't happened since the Apple A9 processor back in 2019...
TSMC is considering to build a fab in Singapore. I'm actually a bit surprised at the location. I would've thought TSMC's next fab location would be in Germany (for political/economic considerations)...
Nikkei Asia is reporting that the US and Japan are close to agreeing on cooperation in producing chips more advanced than 2nm. They are expected to announce the chip cooperation when Japan's Minister of Economy, Trade and Industry Koichi Hagiuda visits to meet Commerce Secretary Gina Raimondo...
SK Hynix recently indicated that they may get together with strategic partners and try to purchase ARM. "We are reviewing possibly forming a consortium, together with strategic partners, to jointly acquire ," said Park Jung-ho, vice chairman and CEO of SK hynix, reports Yonhap news agency. " I...
Normally, I don't see wccftech as a reliable source of information. However, I think this article they posted is an exception (especially those of us who have investments in TSMC). Written by JPM analyst Gokul Hariharan, the Twitter-linked report has several interesting pieces of information...
If you were wondering why TSMC's stock price jumped up initially this morning in Taiwan (but down in the US stock market because of the Apple news)...I believe I have your answer
https://www.tomshardware.com/news/tsmc-begins-pilot-production-of-3nm-chips
It looks like Samsung will be building a $17 billion fab. This is part of Samsung's plan to invest more than $205 billion over the next 3 years with chip-making a priority...
Taipei Times recently published an article that summaries the action(s) we're seeing from TSMC. The pure-play foundry plans to "roughly double its capacity expansion over the next 3 years to cope with rapidly growing demand for chips in HPC and electronic devices.
Key points:
1. TSMC expects...
India might just get a TSMC fab!
https://www.taiwannews.com.tw/en/news/4332683
I do wonder why TSMC would agree to build a fab if a chip glut is coming soon... especially since they previously rejected building one there. My guess (and hope as a TSM stockholder) is that the terms are going to...
This EE Times article ties together various sources of information regarding TSMC's N3 Node.
Quick summary: Speed improvement is at the low-end of TSMC's projections (11%), Logic density misses TSMC's projection (1.6x vs projected 1.7x) and power draw improvement is 27% going from N5 to N3...
Intel CEO Pat Gelsinger is putting the pressure on the U.S. government to help subsidize chip manufacturing, insisting the current reliance on plants in Taiwan and Korea as "geopolitically unstable."
https://news.yahoo.com/intel-pressures-u-government-help-000630446.html
Full disclosure: I'm a...
Japanese media reports that Denso (an automotive component manufacturer) will be joining TSMC's join venture with Sony on setting up a wafer manufacturing plant in Japan (via Nikkan Kogyo Simbun). The news outlet reports that Sony and Denso will jointly invest in the venture and that TSMC will...
