Samsung is heavily investing in the future of 2nm chips, planning to increase its monthly wafer production capacity from 8,000 to 21,000 within two years, more than doubling its output, clearly aiming to compete with TSMC. More importantly, the first 2nm chip, the Exynos 2600, has already been benchmarked, achieving scores that can rival Apple’s … Read more
No one expected that the United States would hand over its chip lifeline to Taiwan. Trump, known for his blunt remarks, directly called the decision made back then ‘foolish,’ and now almost all chips come from Taiwan, which he finds embarrassing. He has not spared the previous American policies, blaming the outsourcing of the supply … Read more
TSMC is the undisputed leader in the global foundry industry. Its industry position can be summarized as follows: it is not only the pioneer of the industry but also the absolute leader. With continuous massive investments in advanced processes and technological leadership, it has built extremely high technical and ecological barriers, maintaining over half of … Read more
This article is provided by the Semiconductor Industry Review (ID: ICVIEW). In 2025, advanced process nodes will account for 51% of the smartphone SoC shipment volume, a significant increase from 43% in 2024. According to the latest report from Counterpoint titled “Global Smartphone AP-SoC Shipment Forecast (by Process Node)”, by 2025, advanced process nodes (5/4/3/2nm) … Read more
Since early November, the global technology, AI, and semiconductor sectors have experienced a synchronous pullback, with market sentiment shifting from “overweight technology” to “selective allocation.” This year’s correction has both endogenous reasons related to valuation adjustments and exogenous shocks from macroeconomic and financial factors. This analysis unfolds along three main lines: valuation repricing, demand-side rhythm, … Read more
A multi-billion dollar transfer of technological power is occurring between two chip manufacturing giants. The global semiconductor foundry market is experiencing a strategic turning point. On November 10, TSMC and GlobalFoundries announced that they have reached a technology licensing agreement, whereby TSMC will license its 650V and 80V Gallium Nitride (GaN) technology to GlobalFoundries. This … Read more
Click ⬆️ to follow for more Tesla news in the next issue Elon Musk shared the latest developments regarding Tesla’s self-developed AI chip on X, clearly outlining the production plans and timelines for AI5, AI6, and AI7 for the first time. “Slightly different versions of the Tesla AI5 chip will be made at TSMC and … Read more
1. AI Circle Places “Futures Orders”, TSMC Becomes the Largest “Order Taker” OpenAI recently made a significant move in the tech world: partnering with AMD on one hand and Broadcom on the other, it issued two “computing power futures” orders. According to the agreement, AMD will help it build 6 gigawatts of GPUs, while Broadcom … Read more
Tesla CEO Elon Musk revealed during a conference call today that TSMC and Samsung will participate in the design work for Tesla’s AI 5 chip. “We will not replace NVIDIA.” The AI5 chip is used to power the autonomous driving and robotics product lines. Previously, he stated that the performance of the AI5 chip is … Read more
Overnight, the dynamics of the chip war have shifted. No one expected that a game concerning chips would completely change direction in just a few days. Washington has just revoked TSMC’s “free pass” for its Nanjing factory, requiring that any U.S.-controlled semiconductor tools shipped to Nanjing must apply for separate licenses. TSMC had to issue … Read more