TSMC is the sole supplier of Apple Inc. and Nvidia Corp.’s most important chips.
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There is simply no other foundry, besides Taiwan Semiconductor Manufacturing Company (TSMC), with the capability of producing large volumes of commercial grade advanced semiconductors. The funding included with the US Chips act remains a point of interest in news stories, but I cannot find any news of disbursement of the funds included in the act to either of the presumed winners - Intel, and TSMC. Instead, I have read numerous stories on the declarations by both of these foundry operators to pull back on earlier commitments to build facilities capable of producing advanced semiconductors on US soil. Of the two companies, only Intel has claimed it will build foundry capacity in the US for the most advanced semiconductors. TSMC has declared comparable capability will remain available only from its foundries in Taiwan. Therefore, experienced traders working the advanced semiconductor industry segement are behaving in conformance with TINA (There Is No Alternative). #taiwansemiconductormanufacturingcompany #intel #advancedsemiconductors #stocktrading https://lnkd.in/euwEW6zu
TSMC Bulls Ignore Buffett’s Warning and Stick to AI Bet
bloomberg.com
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Micron's Greatest Moment The AI hype has diminished with recent stock price declines from their lofty peaks. But a new catalyst is here to rekindle investor enthusiasm. The big three memory chip makers (Samsung, Hynix and Micron) have been keeping a tight rein on supply due to weak demand in China. But demand for next-gen memory chips is highly constrained due to explosive growth for AI network infrastructure. Hynix says that capacity is sold out through the end of 2024 Micron has made a big bet on a generational leap, and it is about to pay off. 03/20/24 4:00 pm
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I think the most disappointing news facing investors like me, with long and short term positions in Intel, the stock, can be found in the reports Taiwan Semiconductor Manufacturing Company (TSMC) has agreed to the requests made by the US Federal Government to build semiconductor manufacturing plants for its "most advanced" products in the US. My disappointment does not stem from the need to change my risk calculus Intel will need to reduce its revenue and/or profit expectations for its foundry business once TSMC has its directly competitive operation running in the US. It stems from what I take to be the urgency of the US Federal Government to convince TSMC to do this job. If Intel could do the job for the US Federal Government why sweeten the set of enticements for TSMC to get over here as quickly as possible? Bottom line: the risk calculus I need to adjust in the wake of this news, is the risk Intel, the foundry business, today, does not look like it can get the job done for the US Federal Government (Chips Act). I think this is a much bigger risk. Agreed? #intel #tsmc #semiconductormanufacturing #geofencing https://lnkd.in/eDUQd2SP
US missing pieces of AI chip puzzle despite TSMC’s $65bn bet
ft.com
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"Some analysts still see potential problems ahead in Nvidia’s supply chain. The company designs chips but relies on contract manufacturers—primarily Taiwan Semiconductor Manufacturing Co.—to produce them. That makes Nvidia dependent on others’ ability to increase production at times of high demand. TSMC has been expanding its capacity, including with a $2.9 billion investment announced in July to expand advanced manufacturing that knits together numerous chips in one package. Nvidia uses that packaging in many of its advanced AI chips, and the company reassured investors Wednesday that it had secured more of it. China, which historically accounts for 20% to 25% of Nvidia’s sales in its data center division, is another wild card. Intent on curtailing Chinese access to advanced AI, the Biden administration last year blocked exports of Nvidia’s most advanced chips without a license. Further restrictions are under consideration, and Chief Financial Officer Colette Kress told analysts Wednesday that a broad ban on sales of AI chips to China would cost the U.S. industry a permanent loss of opportunities in one of the world’s biggest markets. There is concern about the sustainability of demand in the longer term, too. Many technology transitions in the past have come with a boom of investment in new infrastructure followed by a lull in market uptake."
Nvidia Supply Concerns Ease, but Long-Term Challenges Remain
wsj.com
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Until May 2022: Memory Cell Design, Technical Lead @SEC July 2024 ~: 3D V-RAM and V-CMOS concept, patent, and structure development. *Freelancer
There are suggestions that in next-generation AI semiconductor manufacturing, TSMC might consider not only supplying completed HBM (High Bandwidth Memory) for GPU and NPU manufacturing but also taking over some stages of HBM manufacturing, such as logic die production, and then integrating the GPU and NPU manufacturing to complete the chips. As predicted, TSMC may already be seeking to transition its position from a pure foundry business to a Integrated Device Manufacturer. The diverse IPs and capabilities they have accumulated over the long term have already enabled them to undertake tasks in different areas, and these developments have occurred naturally. However, it is always important to carefully examine the business environment and organizational culture at each stage. Many past cases show that an incorrect perspective and excessive confidence can gradually start to complicate matters. The phrase "We won't compete with our customers" does not necessarily mean that it allows for rationalizing or creating favorable logic depending on the situation. It is crucial to consider policies and geopolitical influences from companies like Intel, Microsoft, and Google, and to closely examine the challenges faced by Japanese and Korean companies in the past.
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Taiwan chipmaker TSMC reported a 16.5% rise in first-quarter revenue on Wednesday, beating market expectations and at the high end of the company’s own guidance as its sales boom on demand for artificial intelligence applications. The world’s largest contract chipmaker, whose customers include Apple and Nvidia, has benefited from a surge towards AI that has helped it weather the tapering off of pandemic-led demand and pushed TSMC’s stock to a record high. Revenue in the first three months of this year came in at T$592.64 billion ($18.54 billion), up from $16.72 billion in the year-ago period. That was towards the higher end of Taiwan Semiconductor Manufacturing Co‘s (TSMC) previous prediction for first-quarter revenue to range between $18 billion and $18.8 billion. Story: https://lnkd.in/g9tiFN9x Science & Technology | Thomson REUTERS
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Amid a broader visit to Asia, AMD CEO Dr. Lisa Su said the semiconductor giant will consider other companies besides TSMC to produce its chips in an effort to improve its supply chain. Su said AMD is "considering other manufacturing capabilities" aside from TSMC as the company, in a heated battle with Nvidia and others, looks to make sure it has "the most resilient supply chain," in an interview with Nikkei Asia. ◻️ If you find this content valuable please follow, like, comment and share. 🙏 ◻️ Follow Impedans Ltd for more great industry content. 👍 ◻️ Visit www.impedans.com to find solutions for your semiconductor/plasma processing problems: ◽️ Reduce power consumption ◽️ Improve tool performance ◽️ Enable area scaling ◽️ Reduce processing costs ◽️ Decrease time to market https://lnkd.in/eDSc2AUP
AMD CEO will consider other foundries besides Taiwan Semiconductor
seekingalpha.com
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Equipment R&D Engineer | Equipment Installation & Maintenance | Customer & Technical Support | Continuous Improvement | Risk Management | Former International Relations - Student's Representative at NYUST, Taiwan
#TSMC: 4 Trends Shaping Future of Chipmaking in the Next Decade Historically, #Intel had been a leader in semiconductor manufacturing, but TSMC's aggressive investments in advanced technologies have allowed it to surpass Intel in terms of capital spending. Taiwan Semiconductor Manufacturing Company (TSMC) has been a major player in the semiconductor industry for several decades. In recent years, TSMC has made significant moves that have not only transformed its own operations but also had a ripple effect across the semiconductor supply chain including its foundry Rival Intel. One of the most noticeable trends in TSMC’s recent history is the rising capital intensities, particularly post-2018. Check full insights via the link below https://lnkd.in/gxQRVCGJ
TSMC: 4 Trends Shaping Future of Chipmaking in the Next Decade - techovedas
https://techovedas.com
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💡 The tech landscape is shifting, and guess who's making moves? Intel is now stepping into the ARM chip arena, aiming to set new benchmarks that could redefine industry standards. 🚀 🔹 Intel's bold move: Venturing into ARM chip manufacturing. 🔹 Ambitious goals: Aiming to surpass the prowess of giants like TSMC. 🔹 What this means: Potentially, a game-changer for tech innovation and competitive dynamics. This pivot signifies not just an expansion for Intel but a vibrant shake-up for the semiconductor industry. How will this impact the balance of power in chip manufacturing? Let's discuss below! 🤔💬 🔗Read the full article: https://lnkd.in/gGBYNZs5 #Intel #ARMChips #SemiconductorIndustry #TechInnovation #TSMC #TechNews #IndustryShift #TechnologyTrends #ManufacturingExcellence #FutureOfTech
Intel Enters ARM Chip Arena, Aims to Outdo TSMC
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