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


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
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TSMC N3 will be a Record Setting Node!

TSMC N3 will be a Record Setting Node!
by Daniel Nenni on 05-19-2022 at 6:00 am

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With the TSMC Technical Symposium coming next month there is quite a bit of excitement inside the fabless semiconductor ecosystem. Not only will TSMC give an update on N3, we should also hear details of the upcoming N2 process.

Hopefully TSMC will again share the number of tape-outs confirmed for their latest process node. Given… Read More


Design Technology Co-Optimization for TSMC’s N3HPC Process

Design Technology Co-Optimization for TSMC’s N3HPC Process
by Tom Dillinger on 11-02-2021 at 8:00 am

N3HPC performance comparison

TSMC recently held their 10th annual Open Innovation Platform (OIP) Ecosystem Forum.  An earlier article summarized the highlights of the keynote presentation from L.C. Lu, TSMC Fellow and Vice-President, Design and Technology Platform, entitled “TSMC and Its Ecosystem for Innovation” (link).

One of the topics that L.C. … Read More


Highlights of the TSMC Open Innovation Platform Ecosystem Forum

Highlights of the TSMC Open Innovation Platform Ecosystem Forum
by Tom Dillinger on 11-01-2021 at 8:00 am

N3 comparison

TSMC recently held their 10th annual Open Innovation Platform (OIP) Ecosystem forum.  The talks included a technology and design enablement update from TSMC, as well as specific presentations from OIP partners on the results of recent collaborations with TSMC.  This article summarizes the highlights of the TSMC keynote from… Read More


WEBINAR: SkillCAD now supports advanced nodes!

WEBINAR: SkillCAD now supports advanced nodes!
by Daniel Nenni on 09-20-2021 at 10:00 am

SkillCAD SemiWiki Webinar

Originally containing a handful of commands to help with common layout tasks, SkillCAD has evolved into the industry standard for analog, RF and mixed signal design for customers using Cadence Virtuoso.  With over 85 customers worldwide and over 120 functions including the powerful, patented V-editor, metal routing and pin… Read More


Expanding Intel’s Foundry Partnerships: A Critical Piece of IDM 2.0

Expanding Intel’s Foundry Partnerships: A Critical Piece of IDM 2.0
by Daniel Nenni on 08-25-2021 at 6:00 am

Stuart Pann SemiWiki

One of the career Intel employees (33+ years) that Pat Gelsinger brought back is Stuart Pann. Stuart is now the Senior Vice President of the Intel Corporate Planning Group. He does not have direct foundry experience but he certainly knows Intel and Pat so it will be interesting to see where this goes.

Stuart recently penned an article… Read More


TSMC Ups CAPEX Again!

TSMC Ups CAPEX Again!
by Daniel Nenni on 04-16-2021 at 6:00 am

TSMC 1Q21 Revenue by Platform

We were all pleasantly surprised when TSMC increased 2021 Capex to a record $28 billion. To me this validated the talk inside the ecosystem that Intel would be coming to TSMC at 3nm. We were again surprised when TSMC announced a $100B investment over the next three years which belittled Intel’s announcement that they would spend … Read More