Tracked topic
TSMC's board of directors on Tuesday approved a capital injection of $20 billion into the company's wholly owned subsidiary TSMC Arizona, which will be used to continue the expansion of the Fab 21 site. …
… TSMC has stated repeatedly that it won’t adopt high-NA EUV through its A14 1.4nm-class node in 2028, instead extending low-NA with multi-patterning, which pushes the largest MOR opportunity at TSMC's logic fabs out toward 1.0nm-class processes and beyond. …
… TSMC: New technologies like clockwork TSMC's roadmap remains the most structured and execution-focused among the three. …
… Tim Cook has been well aware of the situation with TSMC for years now. …
… TSMC's CoWoS lines, meanwhile, have been massively oversubscribed for more than two years. …
… Premium Premium TSMC claims that CoWoS innovations will enable 48x more compute and 34x more memory bandwidth for 2029 AI processors. …
… Apple is reportedly looking for alternative fabs to TSMC, as it wants to diversify its supply chain in the midst of ongoing chip shortages, and it seems that this latest development is a confirmation of this report. …
… Nvidia's Jetson Thor robotics platform, released last August, is built on the Blackwell GPU architecture and fabricated on TSMC's 3nm process. …
… Once Nvidia ramps up production of its next-generation Rubin GPUs using TSMC's N3 process technology, the Taiwan-based foundry will be able to allocate more N4/N5 capacity to Hopper GPUs. …