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TSMC shows off new tech for stitching together bigger, faster chips

Economic Times

Economic Times · 4m ago

TSMC shows off new tech for stitching together bigger, faster chips

Taiwan Semiconductor Manufacturing Co (TSMC) has introduced an advanced chip technology designed for AI applications. The A14 manufacturing process is set to be available by 2028, offering a 15% performance boost or 30% power savings over current models. TSMC’s new System on Wafer-X technology enables integration of multiple chips, promising enhanced performance. This development intensifies competition with Intel in the burgeoning AI chip market, emphasizing integration and customer collaboration alongside traditional performance metrics.

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Intel’s AI Reboot Is the Future of US Chipmaking

Wired · 1y ago

Intel’s AI Reboot Is the Future of US Chipmaking

Intel is relaunching and expanding its foundry business, which manufactures chip designs for other companies, in an effort to reclaim its position in the tech industry and compete with Taiwan's TSMC. Microsoft has also announced its partnership with Intel's foundry to develop future chips. Intel aims to become the world's second-largest foundry by 2030 and capitalize on the growing demand for AI chips. The success of Intel's new strategy is crucial not only for the company but also for the US tech industry's ambitions in AI and semiconductors.

TSMC told US of chip in Huawei product after TechInsights finding, source says

Economic Times

Economic Times · 10m ago

TSMC told US of chip in Huawei product after TechInsights finding, source says

Taiwan Semiconductor Manufacturing Company (TSMC) has informed the US Commerce Department about one of its chips being found in a Huawei product by tech research firm TechInsights. The chip, part of a multi-chip system, could be a violation of export restrictions on Huawei. TSMC said it had not supplied chips to Huawei since September 2020 and is not aware of any investigation against it. This incident highlights the challenges of enforcing export controls and Huawei's need for advanced chips. The US Commerce Department stated that it is aware of the alleged violations but cannot comment on any ongoing investigation.

Chip giant TSMC shifts away from hotspot Taiwan with Japan plant

Economic Times

Economic Times · 1y ago

Chip giant TSMC shifts away from hotspot Taiwan with Japan plant

Taiwan Semiconductor Manufacturing Company's (TSMC) new chip plant in Japan aims to improve chip supply resilience globally, according to TSMC founder Morris Chang. With Apple and Nvidia as clients, TSMC produces half of the world's chips but faces pressure to diversify from Taiwan due to China's increasing assertiveness. The new facility in Kyushu, Japan, is a significant international investment for TSMC and strengthens the political ties between Taiwan and Japan. Japan is offering substantial state incentives to attract semiconductor firms, aiming to triple domestically produced chip sales by 2030.

Report of TSMC chips made for Huawei 'a huge concern', US Commerce nominee says

Economic Times

Economic Times · 6m ago

Report of TSMC chips made for Huawei 'a huge concern', US Commerce nominee says

US President Trump's nominee, Jeffrey Kessler, expressed concern over reports that Taiwan Semiconductor Manufacturing Co (TSMC) produced chips for Huawei, a company on the US trade blacklist. During a Senate nomination hearing, Kessler emphasized the need for strong enforcement of trade restrictions and penalties. Research found TSMC chips in Huawei’s advanced AI processor, despite a prohibition on such shipments using US technology. The Commerce Department intervened, ordering TSMC to stop certain chip shipments to Chinese customers.

Trillion-dollar chip giant: Five things to know about TSMC

Economic Times

Economic Times · 1y ago

Trillion-dollar chip giant: Five things to know about TSMC

Taiwan Semiconductor Manufacturing Company (TSMC), valued at over $1 trillion, is a leader in producing chips for various high-tech devices. Founded in 1987 by Morris Chang, TSMC is known as the "godfather" of Taiwan's chip industry. The company benefits from the AI boom and works closely with NVIDIA, Qualcomm, AMD, and Apple. TSMC also faces concerns over China's claims on Taiwan and has expanded its operations to the US, Japan, and Germany. Additionally, the company invests in seismic resistance features due to Taiwan's vulnerability to natural disasters.

Mystery surrounds discovery of TSMC Tech inside Huawei AI chips

Livemint

Livemint · 9m ago

Mystery surrounds discovery of TSMC Tech inside Huawei AI chips

Chinese tech giant Huawei has reportedly incorporated core circuitry produced by Taiwan Semiconductor Manufacturing Co (TSMC) into its new artificial intelligence (AI) chips. The discovery highlights the difficulty the US faces in trying to halt China's tech supply chain, despite its export controls and sanctions. TSMC's technology, which should be inaccessible to Huawei due to US sanctions, is believed to have been routed through Chinese chip company Sophgo. This incident underscores the challenge of stifling China's tech ambitions, particularly in AI, which has potential military applications and is a key focus for the Biden administration.

ASML: The Unstoppable Titan Powering the AI Era

YourStory

YourStory · 2m ago

ASML: The Unstoppable Titan Powering the AI Era

ASML, a Dutch company, dominates the global chip manufacturing industry with its exclusive Extreme Ultraviolet (EUV) lithography technology, crucial for creating advanced AI chips. Its EUV machines, priced around $200 million each, are essential for manufacturing chips with features as small as 1 nm. Holding a monopoly in this technology, ASML's EUV systems are integral to companies like TSMC, Samsung, and Nvidia. The geopolitical importance of ASML's tech is significant, influencing global chip dynamics.

TSMC is reportedly suspending production of advanced AI chips for Chinese firms

Business Insider

Business Insider · 9m ago

TSMC is reportedly suspending production of advanced AI chips for Chinese firms

Taiwan Semiconductor Manufacturing Company (TSMC) has reportedly informed its Chinese customers that it will no longer supply them with its most advanced artificial intelligence chips. Starting from Monday, TSMC will no longer manufacture AI chips at advanced process nodes of 7 nanometers or smaller for Chinese firms. This move comes as the US government plans to implement new export controls on chip supplies to China in the coming months, and reflects the broader effort to restrict Chinese firms' access to advanced technologies due to national security concerns. TSMC's decision is not expected to have a significant impact on its revenue.

TSMC wins $6.6 billion US subsidy for Arizona chip production

Economic Times

Economic Times · 1y ago

TSMC wins $6.6 billion US subsidy for Arizona chip production

The U.S. Commerce Department will provide a $6.6 billion subsidy to Taiwan Semiconductor Manufacturing Co's (TSMC) U.S. unit for semiconductor production in Arizona, along with $5 billion in government loans. TSMC has expanded its investment to $65 billion and plans to produce advanced 2 nanometer technology at its second Arizona fab. The investment is the largest foreign direct investment in a new project in U.S. history. The projects are expected to create 6,000 jobs and TSMC's three fabs will manufacture leading-edge chips in smartphones, autonomous vehicles, and AI servers. TSMC aims for a 90% water recycling rate at its Arizona factories.

The world's biggest chipmaker just got hit by an earthquake. That could mean production delays for customers like Apple and Nvidia.

Business Insider

Business Insider · 1y ago

The world's biggest chipmaker just got hit by an earthquake. That could mean production delays for customers like Apple and Nvidia.

The Taiwan earthquake has affected operations at Taiwan Semiconductor Manufacturing Company (TSMC), the world's largest chipmaker. This could impact major companies like Apple and Nvidia, who rely on TSMC's chips. The 7.4-magnitude earthquake has caused casualties and damaged buildings, including TSMC's manufacturing facilities. While TSMC hopes to resume production soon, any delays could disrupt its business and affect supply chains. Apple and Nvidia may face production delays and potential damage to advanced chips. However, customers are likely to wait for TSMC's chips rather than turning to alternative suppliers.

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