TSMC, the world’s leading semiconductor manufacturer, will receive its first High-NA EUV lithography machine from ASML later this month, marking a significant advancement in its manufacturing capabilities and fueling the ongoing race for chip dominance with rivals like Samsung and Intel.
Samsung, the world’s largest memory chipmaker, is collaborating with TSMC, the global leader in contract chip manufacturing, to develop bufferless HBM4 memory for future AI chips. This strategic partnership aims to solidify their dominance in the evolving AI chip market.
Taiwan Semiconductor Manufacturing Company (TSMC) is planning to build its third chip manufacturing facility in Japan by 2030, following the successful launch of its first two plants in the country. The move comes as part of Japan’s strategy to strengthen its semiconductor supply chains and solidify its position in the industry.
Taiwan’s leading chip manufacturers, including TSMC, Winbond, and UMC, are partnering with local companies to begin domestic production of neon gas by 2025. This move aims to bolster supply chain resilience and secure a stable supply of this crucial chipmaking material, which was disrupted by the Ukraine war.
Nvidia’s post-earnings sell-off continues, driven by a risk-off market sentiment and concerns over geopolitical tensions impacting the chip sector. The company’s chip supplier, TSMC, also saw a decline in premarket trading after reports suggested China’s chip technology is catching up quickly, challenging U.S. export restrictions.
Taiwan’s Economy Minister Kuo Jyh-huei has refuted former U.S. President Donald Trump’s claims that Taiwan stole the U.S. chip industry and should pay for defense. Kuo asserts that Taiwan’s role is to complement the U.S. chip industry through manufacturing and that Trump’s statements stem from a misunderstanding. He adds that TSMC is expanding its manufacturing capabilities globally, including building new factories in Arizona, as part of the Biden administration’s initiative to bolster domestic chip production.
OpenAI is reportedly developing its own AI chip, manufactured by TSMC, to power its new text-to-video service, Sora. This could give Apple, a major OpenAI partner, a significant advantage in the AI market.
China is making rapid strides in its semiconductor industry, catching up to Taiwan Semiconductor Manufacturing Company (TSMC) in just three years. Despite US export restrictions, Chinese companies are producing advanced chips and increasing their global market share. This progress has significant implications for the global chip industry and global power dynamics.
TSMC, the world’s leading semiconductor manufacturer, is projected to generate a staggering $31 billion in revenue from its advanced 3nm and 5nm process nodes in just nine months. This impressive feat is driven by the insatiable demand from major tech giants like Apple, AMD, NVIDIA, Intel, Qualcomm, and MediaTek, who are all vying for TSMC’s cutting-edge chip production capabilities.
NVIDIA has successfully run its new Blackwell AI GPUs in real-time within its data centers, dispelling rumors of design issues and confirming its production schedule. The company will reveal more details about the Blackwell architecture at Hot Chips next week, and it will be available to select customers in the fourth quarter of 2024.
