According to Japanese media, the recovery trend in the global semiconductor industry is becoming increasingly evident. Taiwan Semiconductor Manufacturing Company (TSMC) announced on October 17 that its operating profit for the third quarter of 2019 has increased for the first time in five quarters, with a year-on-year growth of 13%. The semiconductor orders from Apple’s … Read more
Recently, foreign media reported that TSMC has been accused of “illegally” manufacturing AI chips for a certain company, and the U.S. Department of Commerce is set to impose a fine exceeding $1 billion. This type of penalty is extremely rare and could even be record-breaking. The amount of this penalty is based on the illegal … Read more
Your smartphone has suddenly become a battleground for international political games. Just last Friday, the China Semiconductor Industry Association issued an “Emergency Notice on the Origin Certification Rules for Semiconductor Products,” directly overturning the global chip industry’s playing field. How severe is this? The U.S. has just slapped a 145% tariff on chips made in … Read more
Mainland China needs to increase investment in the semiconductor manufacturing industry. After reviewing TSMC’s latest earnings call, the semiconductor supply chain centered around TSMC will continue to be the driving force of Taiwan’s economy in the coming years. I have conducted various analyses on the industrial competition between the two sides, and overall, most industries … Read more
Yesterday the China Semiconductor Industry Association issued a notice regarding the “Rules for the Recognition of the ‘Place of Origin’ of Semiconductor Products,” which suggests: “For ‘integrated circuits,’ whether packaged or unpackaged, the place of origin declared during import customs clearance should be based on the location of the ‘wafer fabrication factory.’” This news has … Read more
1. AMD’s new EPYC processor completes tape-out using TSMC’s 2nm process 2. TSMC plans to mass produce advanced panel-level packaging by 2027 3. Apple to analyze user data from devices to enhance AI technology 4. Reports indicate Taiwanese bidders are competing for AMD’s ZT server assets 5. Five US companies jointly sue the Trump administration … Read more
The recently released iPhone 15 Pro series is equipped with the new A17 Pro bionic chip. During the launch, many users wondered why the naming skipped directly from A16 to A17 Pro. The reason has now been revealed.According to industry insider @手机晶片达人, the A17 Pro uses the N3B process technology. Next year, it will switch … Read more
Recently, industry insiders reported that TSMC will start mass production of 5nm chips in April, with initial capacity fully booked by customers. The major customers include Apple’s A14 (to be used in this fall’s new iPhone) and HiSilicon’s new generation Kirin processors (for Huawei’s flagship devices). Now there are some new updates regarding Kirin. According … Read more
Taiwan Semiconductor Manufacturing Company (TSMC) has officially announced that it has begun mass production of the 7nm N7+ process. This marks TSMC’s first, and the industry’s first, mass production using EUV (Extreme Ultraviolet) lithography technology, which is of great significance and puts it ahead of Intel and Samsung by a significant margin. TSMC stated that … Read more
Source: CITIC Securities Research Department, Electronic Industry Research Group. Original title: “[CITIC Electronics] Commentary on the Upgrade of US Restrictions on Huawei,” with edits. Abstract: CITIC Electronics believes that Huawei has achieved significant self-research in chip design, but the manufacturing stage remains a major bottleneck. Domestic semiconductors will be forced to grow rapidly, especially in … Read more