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TSMC, AI chips
TSMC plans to have 1.6nm chips in 'volume production' by 2026
You've got to spend money – like $36 billion+ – to make, er, AI chips TSMC is bumping capital expenditure in 2025 to between $38 billion and $42 billion in anticipation of scooping up more chip manufacturing contracts in the field of AI processors.
TSMC says it will start volume production of 1.6nm chips starting next year
TSMC is on a roll as it just reported fourth-quarter revenue up 37% year-over-year to $26.88 billion. What TSMC calls "smartphone seasonality" will lead to a sequential decline in its top line for Q1 2025 although on an annual basis, first quarter gross will rise 34.7%.
TSMC's US plant unlikely to get latest chip tech before Taiwan, CEO says
TSMC's new U.S. plant is unlikely to get the most advanced chip technology before factories in Taiwan due to complex compliance issues, local construction regulations and various permitting requirements,
11d
Apple's 3nm TSMC wafer costs soar to $18,000, more than tripling since the 28nm A7 chip
Let's rewind to 2013 and the A7, Apple's first 64-bit chip built on TSMC's 28nm process. At the time, those 28nm wafers cost ...
1d
Why Taiwan Semiconductor Stock Was Climbing Today
Despite the comment above, TSMC still issued much better guidance than expected for the first quarter. It forecasts revenue ...
1d
TSMC’s Mixed Signals: Hold Rating Amid Strong Demand and Future Headwinds
Krish Sankar, an analyst from TD Cowen, maintained the Hold rating on TSMC (TSM – Research Report). The associated price target was raised to ...
Digi Times
2d
TSMC expects 5% sequential revenue drop in 1Q25, plans record capex for 2025
TSMC expects to post revenues of between US$25 billion and US$25.8 billion in the first quarter of 2025, representing a ...
8d
TSMC To Deliver A Robust Quarter
TSMC is entering an unprecedented growth phase, driven by accelerating AI infrastructure demand. Check out why I reiterate a ...
Electronics Weekly
1d
TSMC 2025 capex expected at $38-42bn
TSMC estimates 2025 capex at $38-42 billion with 70% spent on advanced processes, 20-30% on mature processes, and 10-20% on ...
1d
Taiwan Semiconductor Manufacturing Co Ltd (TSM) Q4 2024 Earnings Call Highlights: Record ...
TSMC reports robust growth in advanced technologies and HPC revenue, while navigating margin pressures and strategic overseas ...
Seeking Alpha
22d
TSMC: Time To Dump Shares
In Q3, 69% of
TSMC
's revenues came from the sales of
7nm
, 5nm, and 3nm chips. The inability to sell
7nm
and chips with smaller nodes to the Chinese clients could affect
TSMC
's performance in ...
tom's Hardware on MSN
12d
TSMC's wafer pricing now $18,000 for a 3nm wafer
TSMC increases wafer pricing with each new node although transistor density increases slowdown, says analysis.
阿思達克財經網
2d
TSMC 4Q24 Net Income Up 57% Broadly In Line
TSMC (TSM.US) announced the 4Q24 revenue of NT$868.46 billion, up 38.8%; and net income of NT$374.68 billion, up 57%, broadly ...
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