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!
Asianometry just published a video about how tsmc handle an earthquake.
(1) Shell structure improvement
(2) Equipment improvement
(3) Stable electricity (the most important one, 95% loss in the 1999 earthquake were resulted from electricity shutdown)
In the 1999 earthquake, the electricity...
The 60 million number was given by analysts not tsmc official also it was given just few hours after earthquake. The accuracy is very doubtful and definitely does not count the productivity loss. Good news is electricity did not shut down this time unlike 1999 earthquake so the impact is much...
Definitely there are some orders like Mediatek to use Intel 16. The question is how big of the volume? For the reference, IFS 2023Q4 revenue is 0.29 billion, in contrast, tsmc 2023Q4 revenue is 19.6 billion. Intel 3 does not win a big customer and Intel 18A seems the same from the CFO's...
https://asia.nikkei.com/Business/Technology/TSMC-Intel-suppliers-delay-U.S.-plants-on-surging-costs-labor-crunch
TECHNOLOGY
TSMC, Intel suppliers delay U.S. plants on surging costs, labor crunch
At least 5 chemical makers slow expansion as industry awaits CHIPS Act funds
CHENG TING-FANG and...
Taiwanese people and leadership are not naive that most of them understand the importance of diversification. However, there are many ways to achieve diversification and we can observe Japan and US taking very different approaches. Just like Aesop's Fables <<The North Wind and the Sun>>
For US...
The audiences of this talk are Taiwanese. Recently Taiwanese people feel uncomfortable about (1) CHIP Act and (2) tsmc's oversea expansion that they are afraid the positions of tsmc and/or Taiwan will be weakened.
Burn Lin (the inventor of immersion lithography, formal tsmc's R&D VP) and others...
In Japan, people get high pay from doing financials/lawyers and the pay for tech workers are not so good. Hence it's relatively easy for JSMC to give Japan workers higher pay than market average.
https://pr.tsmc.com/english/news/3116
TSMC Special Board of Directors Meeting Resolution
HSINCHU, Taiwan, R.O.C., Feb. 29, 2024 – The TSMC (TWSE: 2330, NYSE: TSM) Board of Directors today held a special meeting and approved the appointment of Senior Vice President of R&D Dr. Y.J. Mii and...
2025 iPhone Pro/ProMax will be based on N3P. This could explain why CC Wei keep using N3P to compare with Intel 18A because N3P and 18A will be the most advanced HVM nodes in 2025.
As for N2, tsmc should do a ceremony in the end of 2025 to claim they achieve mass production in 2025, like they...
https://ec.ltn.com.tw/article/breakingnews/4531066
Last Christmas there are many Taiwanese news said UMC will do 12nm technology transfer to Intel and get over 10 billions NTD (>300 millions US dollars) from different stages. The reason of this collaboration is because UMC's 12nm process is for...
https://www.wealth.com.tw/articles/1d83512f-24b4-415c-99cd-37927336339a
A detailed report to summarize information got from interviews with several tsmc high level personnels
The article is in Chinese. Below are content translated by Google Translator:
Liu Deyin=Andy Lau=Mark Liu
Wei Zhejia=CC...
WoW. That's very visionary to point out Cliff Hou 10 years ago.
There are a lot of SVP older than Cliff so it's still hard to say.
CC can be both Chairman and CEO at the same time just like Morris, so they might not appoint the successor of CEO next year. Wait to see.
----
On the other hand...
People are talking about Cliff Hou. This March he replaced Mark as the new chairman of TSIA (Taiwan Semiconductor Industry Association).
https://theorg.com/org/tsmc/org-chart/cliff-hou
https://wccftech.com/intel-4-process-node-powers-ericsson-new-ai-and-5g-advanced-ran-compute-chips/
Intel 4 Process Node Powers Ericsson New “AI and 5G Advanced ” RAN Compute Chips
The interesting part about the new Ericsson silicon is the utilization of the Intel 4 process, and the images...
It's more difficult to use smaller numbers for advertising incremental improvement now because there's no integer between 3 and 2.
Instead of N3B, N3E, N3P, maybe N3 --> N3 Pro --> N3 Max --> N3 Ultra?
