Semiconductors
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...
Texas To Get Multiple New Fabs as Samsung and TI to Spend $47 Billion on New Facilities
After a year of searching for the right place of its new U.S. fab, Samsung this week announced that it would build a fab near Taylor, Texas. The company...
135 by Anton Shilov on 11/24/2021
TSMC Roadmap Update: 3nm in Q1 2023, 3nm Enhanced in 2024, 2nm in 2025
TSMC has introduced a brand-new manufacturing technology roughly every two years over the past decade. Yet as the complexity of developing new fabrication processes is compounding, it is getting...
32 by Anton Shilov on 10/18/2021
GlobalFoundries To Spend Billions: Doubling Fab 8, Creating New Fab in NY
Today at a private GlobalFoundies event, CEO Tom Caulfield accompanied by Senate Majority Leader Chuck Schumer, announced that the company is set on expansion. At the heart of this...
75 by Dr. Ian Cutress on 7/19/2021
GlobalFoundries To Build New 450K Wafer-per-Year Fab in Singapore
Looking to capitalize on the ongoing chip crunch, GlobalFoundries this morning is announcing that the company is building a new chip fab in Singapore, with the groundbreaking taking place...
5 by Ryan Smith on 6/22/2021
TSMC Manufacturing Update: N6 to Match N7 Output by EOY, N5 Ramping Faster, Better Yields Than N7
As part of a regular TSMC Technology Symposium, the foundry published updates on its status on it’s current leading-edge manufacturing technologies, the N7, N5 and their respective derivatives such...
50 by Andrei Frumusanu on 6/1/2021
AMD and GlobalFoundries Update Wafer Supply Agreement: Orders Through 2024, Now Non-Exclusive
In a brief Securities and Exchange Commission Form 8-K filing, AMD this afternoon has revealed that it has once again amended its wafer supply agreement with US fab (and...
41 by Ryan Smith on 5/13/2021
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
SK Hynix to Build $106 Billion Fab Cluster: 800,000 Wafer Starts a Month
Capping off a busy week for fab-related news, South Korea authorities this week gave SK Hynix a green light to build a new, 120 trillion won ($106.35 billion) fab...
41 by Anton Shilov on 4/2/2021
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
SMIC to Build a New 28nm Fab in Shenzhen: Production to Start in 2022
As further evidence that the ongoing chip crunch is hitting every level of the chip manufacturing chain, Chinese chipmaker SMIC has announced plans to build a new 28nm manufacturing...
12 by Anton Shilov on 3/20/2021
AI Meets Chipmaking: Applied Materials Incorporates AI In Wafer Inspection Process
Advanced system-on-chip designs are extremely complex in terms of transistor count and are hard to build using the latest fabrication processes. In a bid to make production of next-generation...
11 by Anton Shilov on 3/19/2021
GlobalFoundries to Invest $1.4B in Expansion, Potential Earlier IPO
GlobalFoundries this week reiterated plans to invest $1.4 billion this year in expansion of its manufacturing capacities across the world. Around one third of the sum will be co-invested...
21 by Anton Shilov on 3/4/2021
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 2/25/2021
TSMC Details 3nm Process Technology: Full Node Scaling for 2H22 Volume Production
At TSMC’s annual Technology Symposium, the Taiwanese semiconductor manufacturer detailed characteristics of its future 3nm process node as well as laying out a roadmap for 5nm successors in the...
58 by Andrei Frumusanu on 8/24/2020
Marvell Unveils its Comprehensive Custom ASIC Offering
Last week Marvell had updated us with an overview of the company’s new more extensive and comprehensive custom ASIC offerings, detailing the company’s design abilities gained through the company's...
6 by Andrei Frumusanu on 7/27/2020
Altair Semiconductor Renames to Sony Semiconductor Israel
Today, after more than four years of being acquired by Sony, Altair Semiconductor is renaming itself as Sony Semiconductor Israel. The IoT focused company over the last few years...
4 by Andrei Frumusanu on 7/21/2020
Analog Devices To Buy Maxim Integrated
Today Analog Devices has announced that it will be acquiring Maxim Integrated in a transaction estimated at $21bn. The combined company value is said to end up being valued...
17 by Andrei Frumusanu on 7/13/2020
TSMC To Build 5nm Fab In Arizona, Set To Come Online In 2024
In a big shift to their manufacturing operations – and a big political win domestically – TSMC has announced that the company will be building a new, high-end fab...
100 by Ryan Smith on 5/15/2020
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