Tracked topic
… TSMC 12-inch foundry. Photo by TSMC. If mobile companies continue moving to new nodes more quickly than other types of silicon, TSMC will have good reason to invest in facilities to build chips near the leading edge. …
… It describes the move as a "dark turn" for TSMC. An artist's rendering of what Fab 21 will look like when it's complete in 2024. Image: TSMC What likely led to the unexpected pushback is TSMC's announcement that it would be tripling its investment in the Arizona fab. …
… Now Read: TSMC Founder Says US Silicon Fab Expansion Plans 'an Exercise in Futility' TSMC Executive Says Chip Shortage to Last Several More Years Silicon Wafer Supplier Says Its 300mm Capacity is Sold Out Through 2026
… Now there's a second report stating Intel has asked TSMC to delay production of that tile until late 2023. The reporting indicates this will have a domino effect on TSMC, causing it to slow its 3nm expansion plans. …
… The new chip, likely codenamed the A8, will be the first flagship part built at TSMC instead of at Samsung, and it's a major coup for the Taiwanese company to have stolen the business from its Korean rival. Exactly how much of Apple's business is shifting to TSMC is still unknown. …
… Now, rumors are flying that the chip will actually be built on TSMC's "new" 12nm node. The reason we've put the word in quotes is because 12nm isn't really a new node at all. Here's how TSMC's CC Wei described it in TSMC's last quarterly conference call. …
… Reportedly AMD will contract for 200,000 wafers over the whole of next year, making it TSMC's largest customer on 7nm. The wafer order numbers are speculations by the China Times, not factual reports of order size from TSMC. …
… The SoFIA partnership with TSMC raised eyebrows, but not revenue While unusual, this would not be the first time Intel has tapped TSMC for additional manufacturing capabilities. …
… Apple is now using new chip wafers from TSMC instead of mostly "free" recycled chips, which is raising its chip costs. …
… That node won't be leading edge by the time it comes online, but just as Intel's 10nm is considered a match for TSMC's 7nm, Intel's 7nm should be comparable to TSMC 5nm. …