ijiweiTalk EP312: the CPI of TSMC overseas' expansion: Japan VS Germany Compared to ESMC in Europe, although they are all mature nodes, TSMC's investment in JASM in Japan costs less and has more capacity. What makes setting up a factory in Japan more cost-effective? 7.5w 11-09 17:00 ijiweiTalk EP302: Samsung vs. Intel vs. TSMC, who will win in GAA? As Samsung, TSMC, and Intel compete to lay out the GAA , who will be the winner? 5.3w 10-24 10:30 TrendForce: Chinese foundry HHGrace will hit 80-90% utilization rate with its 8-inch fabs with strong local demands The 8-inch utilization rate of China’s leading foundry HHGrace could see a stellar rebound in 2024, reaching 80–90% 8913 10-16 14:58 TSMC is said to receive another one-year waiver for supplying equipment to Chinese mainland TSMC is expected to be granted another one-year waiver such as the one it received last years 1.3w 10-12 17:32 ijiweiTalk EP296: 3nm chips exclusive to apple, TSMC suffer losses? Apple’s A17 is TSMC’s first large-scale OEM product on the 3nm process node. Instead of opting for the conventional wafer procurement method, Apple has chosen the finished product procurement method where payment is exclusively made for the qualified 2.7w 10-10 18:00 ijiweiTalk Ep 297:TSMC and IBM’s Japan Mission, which one is not the Saviour? Japan hopes to return to some fields in logic chip manufacturing, so it faces two directions. One is the 28nm process in cooperation with TSMC.The other is the 2-nanometer process in cooperation with IBM. 1.5w 09-19 10:00 TSMC’s subsidiary in eastern Chinese mainland's Nanjing achieves $1.1 billion revenue in first seven months TSMC Nanjing Company in eastern China’s Jiangsu Province achieved revenue of RMB8.037 billion($1.103 billion) in January-July 1w 08-31 16:47 U.S. plans to extend China chip export waivers for Korean and Taiwanese chipmakers to avoid turmoil in global semiconductor supply chains Washington prioritizes avoiding turmoil in global semiconductor supply chains 1.6w 08-30 18:20 DIGITIMES Asia: China’s AI chip suppliers place more orders with TSMC amid US restrictions TSMC seeing more orders from China-based AI chip suppliers 1.8w 07-11 15:20 TSMC launches latest processes for automotive and RF at its annual tech forum in Shanghai TSMC held its annual tech forum in Shanghai and launched its latest N3AE and N3A processes for automotive chips 8973 06-26 15:39 MORE READ MOST No Data Yet~ POPULAR TAGS No Data Yet~