This article is compiled by Semiconductor Industry Insights (ID: ICVIEWS).By 2025, 3nm will become the dominant node for all new flagship SoCs. According to Counterpoint’s latest “Global AP-SoC Long-term Forecast,” leading nodes (3nm and 2nm) will account for about one-third of smartphone SoC shipments in 2026. Apple is the first smartphone OEM to adopt TSMC’s … Read more
On June 24, market research firm Counterpoint Research released its report titled “Global Mobile Processor (AP-SoC) Node Long-Term Forecast,” stating that by 2026, one-third of flagship smartphones globally will adopt advanced process technologies of 3nm or 2nm. The report indicates that Apple will be the first to introduce TSMC’s 3nm A17 Pro chip in the … Read more
Remember to star this public account ⭐️ to receive timely updates. Source: Content from the Industrial Times, thank you. In recent years, Japan has been actively restructuring its semiconductor landscape, launching the JASM wafer fab in Kumamoto and Rapidus in Hokkaido, focusing on advanced process development. Having observed Taiwan’s semiconductor industry for 20 years, Waseda … Read more
Recently, there has been significant interaction between the US and Taiwan in the semiconductor industry. First, during a banquet hosted by Tsai Ing-wen for US Deputy Secretary of State Keith Krach, TSMC founder Morris Chang was the only corporate guest present, drawing attention to the US-Taiwan push for semiconductor cooperation. The so-called “Minister of Economic … Read more
On June 5, semiconductor IP company Alphawave Semi announced that its UCIe IP subsystem has successfully taped out, utilizing TSMC’s 2nm (N2) process, supporting a 36G Die-to-Die data rate. This IP is fully integrated with TSMC’s Chip-on-Wafer-on-Substrate (CoWoS) advanced packaging technology, unlocking breakthrough bandwidth density and scalability for next-generation chiplet architectures. This milestone builds on … Read more
NVIDIA’s near-monopoly position in the AI GPU battlefield has prompted various manufacturers to accelerate the research and production of Application-Specific Integrated Circuits (ASICs), creating an atmosphere of “competition between NVIDIA’s GPUs and the ASIC army.” Notably, TSMC, which caters to both camps, has increased prices for its 2nm and advanced packaging technologies, further boosting its … Read more
According to IT Home, on May 20, the Commercial Times published a blog post reporting that at the 2025 Taipei International Computer Show, MediaTek’s CEO Cai Lixing announced its first 2nm chip, which is expected to tape out in September 2025. Note from IT Home: Tape Out refers to the process of converting the designed … Read more
On January 20, MediaTek held an online launch event for the Dimensity series, officially unveiling the new generation flagship 5G chip – Dimensity 1200.Compared to the previous generation Dimensity 1000 series, the new Dimensity 1200 has made significant improvements in CPU/GPU performance, 5G, AI, photography, video, and gaming.The Dimensity 1200 chip is manufactured using TSMC’s … Read more
The Xiaomi Technology Park in Beijing is brightly lit at midnight, with Lei Jun holding the newly successful “Xuanjie O1” chip in his palm. This small square piece, weighing less than 1 gram, embodies over 2,000 days and nights of hard work from Xiaomi’s engineers. As the live broadcast camera sweeps across the chip’s surface … Read more
There is a piece of news that has truly shaken people: Trump may announce this week an increase in tariffs on imported chips, reportedly ranging from 25% to 100%.From smartphones and computers to cars and servers, which of these does not rely on chips? If these tariffs are really imposed, it won’t be a joke.This … Read more