Taiwan Semiconductor Manufacturing

TSMCs Q2’24 Results: Best Quarter Ever as HPC Revenue Share Exceeds 52% on AI Demand

3 minutes of reading / AI, Apple, HP, iPhone, Taiwan Semiconductor Manufacturing, Tech / By

Taiwan Semiconductor Manufacturing Co. this week said its revenue for the second quarter 2024 reached $20.82 billion, making it the company’s best quarter (at least in dollars) to date. TSMC’s high-performance computing (HPC) platform revenue share exceeded 52% for the first time in many years due to demand for AI processors and rebound of the…

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TSMC Offers a Peek at ‘Global Gigafab’ Process Replication Program

3 minutes of reading / Intel, machine learning, Taiwan Semiconductor Manufacturing, Tech, Technology / By

At its European Technology Symposium last week TSMC revealed some of the details about its Global Gigafab Manufacturing program, the company’s strategy to replicate its manufacturing processes across its multiple gigafab sites. The need for large-scale multi-national fabs to have a process in place to replicate their facilities is well-documented at this point. As scaling-up…

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TSMC Posts Q1’24 Results: 3nm Revenue Share Drops Steeply, but HPC Share Rises

3 minutes of reading / AI, Apple, HP, iPhone, Taiwan Semiconductor Manufacturing, Tech / By

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…

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TSMC 2nm Update: N2 In 2025, N2P Loses Backside Power, and NanoFlex Brings Optimal Cells

3 minutes of reading / Flex, HP, Taiwan Semiconductor Manufacturing, Tech, Technology / By

Taiwan Semiconductor Manufacturing Co. provided several important updates about its upcoming process technologies at its North American Technology Symposium 2024. At a high level, TSMC’s 2 nm plans remain largely unchanged: the company is on track to start volume production of chips on it’s first-generation GAAFET N2 node in the second half of 2025, and N2P…

TSMC 2nm Update: N2 In 2025, N2P Loses Backside Power, and NanoFlex Brings Optimal Cells Read More »

TSMC to Build Second Fab in Japan: 6nm and 7nm Coming to Japan

2 minutes of reading / HP, Sony, Taiwan Semiconductor Manufacturing, Tech / By

Taiwan Semiconductor Manufacturing Co. on Tuesday formally announced plans to build a second fab in Japan. The fab will be run by Japan Advanced Semiconductor Manufacturing (JASM), a majority-owned TSMC subsidiary, and will make chips on 6 nm and 7 nm-class process technologies, which will make it the most advanced semiconductor production facility for logic…

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TSMC Posts Q4’23 Earnings: 3nm Revenue Share Jumps to 15%, 5nm Overtakes 7nm For 2023

3 minutes of reading / Apple, HP, Huawei, Taiwan Semiconductor Manufacturing, Tech / By

Taiwan Semiconductor Manufacturing Co. released its Q4’2023 and full year 2023 financial results this week. And along with a look at the financial state of the firm as it enters 2024, the company’s earnings info also offers a fresh look at the utilization of their various fab nodes. Of particular interest, with TSMC ramping up…

TSMC Posts Q4’23 Earnings: 3nm Revenue Share Jumps to 15%, 5nm Overtakes 7nm For 2023 Read More »

TSMC 2nm Update: Two Fabs in Construction, One Awaiting Government Approval

2 minutes of reading / Taiwan Semiconductor Manufacturing, Tech / By

When Taiwan Semiconductor Manufacturing Co. (TSMC) is prepping to roll out an all-new process technology, it usually builds a new fab to meet demand of its alpha customers and then either adds capacity by upgrading existing fabs or building another facility. With N2 (2nm-class), the company seems to be taking a slightly different approach as…

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TSMC Solidifies Leadership on Foundry Market as Intel Jumps into Top 10

4 minutes of reading / 5G, Amazon, Apple, Huawei, Intel, Qualcomm, Samsung, Taiwan Semiconductor Manufacturing, Tech / By

The global foundry industry witnessed a substantial rise in demand in the third quarter of 2023, according to TrendForce. The Top 10 foundries collectively saw their revenue soar to about $28.29 billion, marking a 7.9% increase compared to the previous quarter. Taiwan Semiconductor Manufacturing Co. (TSMC) maintained its No. 1 position as it managed to…

TSMC Solidifies Leadership on Foundry Market as Intel Jumps into Top 10 Read More »

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