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Simply amazing. Congratulations to CC Wei and every single TSMC employee. Enjoy those bonuses!
"TSMC deployed 305 distinct process technologies, and manufactured 12,682 products for 534
customers in 2025 by providing the broadest range of advanced, specialty and advanced
packaging technology...
HSINCHU, Taiwan, R.O.C. – Jan. 9, 2026 - TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for December 2025: On a consolidated basis, revenue for December 2025 was approximately NT$335.00 billion, a decrease of 2.5 percent from November 2025 and an increase of 20.4 percent from...
GF would have access to more advanced processes than 14nm. Intel needs to fill 7 and 3 fabs. Intel also gets more military and RF business, IBM's old stuff. GF owners finally get rid of the GF boat anchor they have had for 15+ years.
What future does GF have when they are stuck at 14nm? Why...
GF is trying to work with TSMC? I don't understand. They are competitors.
Like the MIPS acquisition, building a big IP business differentiates GF from TSMC. TSMC certainly has a close relationship with Arm but Intel and GF do not.
They do not but China could block it, much like the blocked Tower Semi acquisition. The difference here being that the US Government is backing Intel so I'm sure a deal could be made. EU and Singapore would need to approved since GF has operations. Lip-Bu could do this deal, absolutely. It may...
They would have to support TSMC for sure. Synopsys is very close partners with TSMC. With the MIPS announcement I was told that other processes will be supported based on customer demand and customers will demand TSMC. It will no doubt be the same for this IP.
I worked for the company that...
Previously:
GlobalFoundries Completes Acquisition of MIPS
August 14, 2025
Transaction expands IP offerings, strengthens portfolio differentiation and brings in engineering talent to accelerate AI and compute innovation
MALTA, N.Y., Aug. 14, 2025 – GlobalFoundries (Nasdaq: GFS) (GF) today...
Synopsys Agrees to Sell Processor IP Solutions Business to GlobalFoundries
Key Highlights:
- Synopsys further focuses its IP resources and roadmap on extending leadership in interface and foundation IP while pursuing highest-value, AI-driven opportunities from cloud to edge.
- Transaction...
I'm hoping that new megafabs will be mostly automated so the cost will not be huge but it will of course be more costly than Korea since the Korean government supports semiconductor manufacturing like the Taiwanese Government does.
01/13/2026 04:56 PM
CNA photo Jan. 13, 2025
Taipei, Jan. 13 (CNA) If Taiwan Semiconductor Manufacturing Co. (TSMC) increases its investment in Arizona, it will likely operate dual production hubs in Taiwan and the United States, with U.S. capacity nearly sufficient to meet local demand, an...
Not true. Foundry PDKs can be made. TSMC wafers are never cheaper to the customer. TSMC gets a premium for their wafers as they should. Intel has already depreciated the older nodes and yield is optimized so this can be done with a profit. Maybe not at a 60% margin like TSMC but lower margins...
Intel is in the process lead today with 18A in HVM and 14A fast following. Unfortunately, for the foundry business it is not all about the simulated PPA of the PDK. It is more about the ecosystem and the TSMC ecosystem cannot be replicated in a matter of months or years. It will take tens of...
Yes, everyone has optimized their 14nm process to 12nm which is why I said "Intel 7, 3, and 18A fabs". The tape-out would come from the foundry customer of course. I'm talking about new designs.
Intel buying an Israeli company (Tower Semi) for foundry support was not politically correct. The...
Okay, now Jensen is just showing off :ROFLMAO:. Hopefully we can start curing some of these diseases that we have spent 100s of millions of dollars "studying".
Nvidia founder and CEO Jensen Huang speaks at the annual Consumer Electronics Show (CES) in Las Vegas on Jan. 6. (Photo by Patrick T. Fallon / AFP via Getty Images)
Nvidia and Eli Lilly are jointly investing $1 billion to create an AI-focused lab in San Francisco to accelerate drug discovery...
Thank you AI. It is hard to imagine China or anyone else catching up to the US in AI. We now have two multi $T AI companies with leading edge silicon. Google has hundreds of chip designers and they are hiring big time. Look for a new Google EDA AI group like the other big semiconductor companies...
Jan 12 (Reuters) - Alphabet hit a $4 trillion market valuation on Monday, as the Google parent's sharpened artificial intelligence focus allayed doubts about its strategy and thrust it back to the forefront of the high-stakes race.
The tech giant on Wednesday surpassed Apple in market...
GF is still foreign owned so I do not see that happening. GF is stuck at 14nm and it is not even their 14nm, they licensed it from Samsung. Get the GF sales force to start filling the Intel 7, 3, and 18A fabs. Intel could also use the MIPs business.
TSMC has done a great job of pushing customer...
Building semiconductor manufacturing in the US is an insurance policy. The focus has been on logic since the majority of leading edge silicon comes from Taiwan. What about memory? The majority comes from Korea. How about a memory insurance policy? Today a very small percentage of Micron's...
