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. …
… However, given the company's aggressive approach to capacity expansion, TSMC might well surprise us once again. Also, we do not yet know how TSMC plans to upgrade N2/A16-capable fabs to subsequent nodes, if at all. …
… With customers competing for access to the same manufacturing lines, TSMC has more room to pass on rising costs than it would in a weaker cycle. The move also comes as TSMC benefits from a surge in AI-related demand. …
… Employee frustration has spilled onto Dcard, a Taiwanese workplace community, and dedicated TSMC Facebook pages, where workers have posted complaints ahead of TSMC's shareholder meeting scheduled for May 28th at the company's Hsinchu headquarters. …
TSMC CEO C.C. …
… This is not the case, though, according to TSMC. …
… The case is the most serious import-ban threat against TSMC silicon since GlobalFoundries sought to bar U.S. imports of TSMC-made Nvidia and Apple chips over node-related patents in August 2019. …
… 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. …
… Min Cao, vice president and chief technology officer at TSMC, described the collaboration's aim as de-risking the lab-to-fab transition for novel channel materials. …