TSMC
Taiwan Semiconductor Manufacturing Co. this week released its financial results for Q1 2024. Due to a rebound in demand for semiconductors, the company garned $18.87 billion in revenue for the quarter, which is up 12.9% year-over-year, but a decline of 3.8% quarter-over-quarter. The company says that in increase in demand for HPC processors (which includes processors for AI, PCs, and servers) drove its revenue rebound in Q1, but surprisingly, revenue share of TSMC's flagship N3 (3nm-class) process technology declined steeply quarter-over-quarter. "Our business in the first quarter was impacted by smartphone seasonality, partially offset by continued HPC-related demand," said Wendell Huang, senior VP and chief financial officer of TSMC. "Moving into second quarter 2024, we expect our business to be supported by strong demand for...
TSMC Update: 2nm in Development, 3nm and 4nm on Track for 2022
For TSMC, being the world's largest foundry with nearly 500 customers has its peculiarities. On the one hand, the company can serve almost any client with almost any requirements...
74 by Anton Shilov on 4/26/2021
Sales of Fab Tools Surge to Over $71 Billion in 2020
SEMI, an organization representing chipmakers and producers of semiconductor production tools, published this week that sales of wafer processing equipment has surged to an all-time record of $71.19 billion...
18 by Anton Shilov on 4/15/2021
TSMC Q1 2021 Process Node Revenue: More 7nm, No More 20nm
This week TSMC has disclosed its full quarterly financial results for Q1 2021. In those results the company often explains where the revenue demand is for its technologies, and...
40 by Dr. Ian Cutress on 4/15/2021
AMD Ryzen 5000G APUs: OEM Only For Now, Full Release Later This Year
With the high demand for semiconductors causing most companies to focus on their high margin, high profitability components, I wasn’t expecting to see many launches of low-to-mid range hardware...
67 by Dr. Ian Cutress on 4/13/2021
TSMC to Spend $100B on Fabs and R&D Over Next Three Years: 2nm, Arizona Fab & More
TSMC this week has announced plans to spend $100 billion on new production facilities as well as R&D over the next three years. The world's largest contract maker of...
45 by Anton Shilov on 4/2/2021
EUV Pellicles Ready For Fabs, Expected to Boost Chip Yields and Sizes
Foundries started limited usage of extreme ultraviolet (EUV) lithography for high-volume manufacturing (HVM) of chips in 2019. At the time, ASML's Twinscan NXE scanners were good enough for production...
35 by Anton Shilov on 3/31/2021
Intel’s x86 Designs No Longer Limited to Intel on Intel: IP Blocks for Foundry, Cores on TSMC
Today Intel’s CEO Pat Gelsinger has outlined two key changes to Intel policy: one derived from Intel’s plans to offer foundry services to external partners, and the other from...
70 by Dr. Ian Cutress on 3/23/2021
Report: Semi Demand 30% Above Supply, 20% Year-on-Year Growth
Semiconductor foundry offerings are thriving due to unprecedented demand for semiconductors and processors in recent quarters. Analysts from TrendForce believe that in Q1 2021 foundries will increase their revenue...
31 by Anton Shilov on 2/25/20212_waifu2x_photo_noise2_scale_tta_1_carousel.jpg)
Xbox Series X SoC: Power, Thermal, and Yield Tradeoffs
This week at ISSCC (International Solid State Circuits Conference), Microsoft presented a talk titled ‘Xbox Series X SoC: A Next Generation Gaming Console’, with hardware engineer Paul Paternoster presenting...
82 by Dr. Ian Cutress on 2/15/2021
AMD Reports Q4 2020 Earnings: Analyst Q&A Transcript
At the end of every financial call, invited financial analysts have an opportunity to probe the key members of the company on the numbers, as well as future products...
11 by Dr. Ian Cutress on 1/26/2021_carousel.png){kind=logo}
Marvell Announces 112G SerDes, Built on TSMC 5nm
So far we have three products in the market built on TSMC’s N5 process: the Huawei Kirin 9000 5G SoC, found in the Mate 40 Pro, the Apple A14...
15 by Dr. Ian Cutress on 11/17/2020
AMD Zen 3: An AnandTech Interview with CTO Mark Papermaster
The announcement of the new Ryzen 5000 processors, built on AMD’s Zen 3 microarchitecture, has caused waves of excitement and questions as to the performance. The launch of the...
202 by Dr. Ian Cutress on 10/16/2020
AMD Zen 3 Announcement by Lisa Su: A Live Blog at Noon ET (16:00 UTC)
One of the most anticipated launches of 2020 is now here. AMD's CEO, Dr. Lisa Su, is set to announce and reveal the new Ryzen 5000 series processors using...
90 by Dr. Ian Cutress on 10/8/2020
3DFabric: The Home for TSMC’s 2.5D and 3D Stacking Roadmap
Interposers. EMIB. Foveros. Die-to-die stacking. ODI. AIB.TSVs. All these words and acronyms have one overriding feature – they are all involved in how two bits of silicon physically connect...
9 by Dr. Ian Cutress on 9/2/2020
TSMC Launches New N12e Process: FinFET at 0.4V for IoT
One of the main drivers for the semiconductor industry is the growth in always-connected devices that require silicon inside, either for compute, communication, or control. The ‘Internet of Things&rsquo...
27 by Dr. Ian Cutress on 8/27/2020
TSMC: We have 50% of All EUV Installations, 60% Wafer Capacity
One of the overriding central messages to TSMC’s Technology Symposium this week is that the company is a world leader in semiconductor manufacturing, especially at the leading edge process...
32 by Dr. Ian Cutress on 8/27/2020
TSMC and Graphcore Prepare for AI Acceleration on 3nm
One of the side announcements made during TSMC’s Technology Symposium was that it already has customers on hand with product development progressing for its future 3nm process node technology...
2 by Dr. Ian Cutress on 8/27/2020
Where are my GAA-FETs? TSMC to Stay with FinFET for 3nm
As we passed that 22nm to 16nm barrier, almost all the major semiconductor fabrication companies on the leading edge transitioned from planar transistors to FinFET transistors. The benefits of...
37 by Dr. Ian Cutress on 8/26/2020
2023 Interposers: TSMC Hints at 3400mm2 + 12x HBM in one Package
High-performance computing chip designs have been pushing the ultra-high-end packaging technologies to their limits in the recent years. A solution to the need for extreme bandwidth requirements in the...
35 by Andrei Frumusanu on 8/25/2020
TSMC Expects 5nm to be 11% of 2020 Wafer Production (sub 16nm)
One of the measures of how quickly a new process node gains traction is by comparing how many wafers are in production, especially as that new process node goes...
13 by Dr. Ian Cutress on 8/25/2020
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