Global Chip Production Landscape: The U.S. Faces a 45% Shortage, Taiwan Has a 22% Surplus, What About Us?

Global Chip Production Landscape: The U.S. Faces a 45% Shortage, Taiwan Has a 22% Surplus, What About Us?

The globalization of the chip industry is like a rope that cannot be tightened; the more one tries to break it, the more the close dependencies of each link become apparent. No matter how some countries stir things up, the “global village” nature of this supply chain cannot be changed—after all, no place can confidently … Read more

Weekly Highlights: Latest Rankings of NAND Flash Manufacturers; New Integrated Circuit Companies Established; TSMC’s Two Factories Make Progress

Weekly Highlights: Latest Rankings of NAND Flash Manufacturers; New Integrated Circuit Companies Established; TSMC's Two Factories Make Progress

“Chip” News Summary Ranking of NAND Flash Manufacturers by Revenue Market Share A Batch of New Integrated Circuit Companies Established Nearly 10 Chip Companies Engage in Intensive Mergers and Acquisitions TSMC’s Two Factories Make Progress Semiconductor Giants Receive Billions in Investments 1 Ranking of NAND Flash Manufacturers by Revenue Market Share According to the latest … Read more

Exploring Chip Manufacturing Processes in Wafer Factories

Exploring Chip Manufacturing Processes in Wafer Factories

Some transistors exceed 50 billion in size, which are 10,000 times smaller than a human hair. They are made on the floors of massive ultra-clean factories, which can be seven stories high and as long as four football fields. Chips are the lifeblood of the modern economy in many ways. They power computers, smartphones, cars, … Read more

Nuvoton Integrates 512KB RRAM in MCU M2L31

Nuvoton Integrates 512KB RRAM in MCU M2L31

Information regarding the Nuvoton Technology (新唐科技) M2L31 Microcontroller Unit (MCU): – Manufactured using TSMC’s advanced ReRAM technology node. – Architecture and Performance: Based on the Arm Cortex-M23 core, utilizing the Armv8-M architecture, with a maximum operating frequency of 72 MHz. – Memory Configuration: Equipped with 64 to 512 Kbytes of ReRAM and 40 to 168 … Read more

Insights on Tape Out Verification

Insights on Tape Out Verification

Source: Semiconductor Industry Observation If we use Tape Out as the node for chip verification, it can be divided into Pre-Tape Out verification and Post-Tape Out verification. Pre-Tape Out verification, known as Pre-Silicon verification, refers to verifying the functionality, performance, and power consumption of the chip based on various simulation platforms (FPGA, PXP, HAPS, ZeBU, … Read more

Analysts Claim Rubin Chip to Tape Out by Year-End, NVIDIA Achieves Unmatched Momentum

Analysts Claim Rubin Chip to Tape Out by Year-End, NVIDIA Achieves Unmatched Momentum

~Q Group Chat [AMP Laboratory Backstage: 679837318]~Really?Two days ago, NVIDIA announced its Q2 financial report for fiscal year 2026. Although it did not achieve the expected growth, as an industry giant, NVIDIA still maintained its consistent high growth. During the conference call, the company also discussed the recent boost in production of its Blackwell Ultra … Read more

Trump Announces 100% Tariff on Semiconductors! TSMC to Invest $200 Billion in the U.S.

Trump Announces 100% Tariff on Semiconductors! TSMC to Invest $200 Billion in the U.S.

Yesterday, I came across a piece of news that left me with mixed feelings—Trump officially announced a 100% tariff on semiconductors, while TSMC also announced a $200 billion investment in the United States. Seeing this news, I truly felt a whirlwind of emotions. 01 The Tariff Hammer Swings Again What does a 100% tariff mean? … Read more

TSMC’s 2nm Chip Process Leaked! Insider Exposed

TSMC's 2nm Chip Process Leaked! Insider Exposed

On August 6, #TSMC’s 2nm process suddenly leaked# became the top trending topic. On August 5, TSMC discovered that its advanced process chip manufacturing technology might have experienced a leak of trade secrets, and has taken action against the employees deemed responsible. Multiple insiders reported that several employees involved in leaking 2nm secrets have been … Read more

TSMC Chip Technology Theft Incident

TSMC Chip Technology Theft Incident

Recently, it was revealed that there was an insider at TSMC. The 2nm chip technology was stolen through collusion between Tokyo Electron and external parties. This kind of incident would not have happened before 2019. Before 2019, Morris Chang was still the chairman. The influence of researchers in high-tech companies on the company was very … Read more

Following Samsung is No Opportunity: South Korean Small and Medium Semiconductor Enterprises Turn to NVIDIA and TSMC

Following Samsung is No Opportunity: South Korean Small and Medium Semiconductor Enterprises Turn to NVIDIA and TSMC

Following Samsung is No Opportunity: South Korean Small and Medium Semiconductor Enterprises Turn to NVIDIA and TSMC Hello everyone, I am Lao Chen. A few days ago, I saw some interesting news that small and medium semiconductor enterprises in South Korea have collectively started to ‘defect’! It might be a bit strong to say defect, … Read more