TSMC, the world's largest chipmaker, is facing challenges meeting demand from American customers, even with its US factory expansion. CEO C.C. Wei cited high customer demand and the AI boom as key factors, noting that US-based production will take time to scale.
TSMC Chairman C.C. Wei stated the company is "not afraid" of competition from China, citing its manufacturing leadership. He reassured investors about TSMC's Nanjing plant and dismissed asset risks amid China's push for semiconductor self-sufficiency.
TSMC CEO Wei, ABD'deki üretim kapasitesi artışına rağmen, Amerikalı müşterilerin talebini karşılamakta zorlanacaklarını belirtti. Şirket, yapay zeka talebini karşılamak için ABD'de ek fabrikalar kurmayı planlıyor ve çalışanlarına %30'un üzerinde ikramiye artışı yapacak.
SMIC has received final regulatory approval to acquire the remaining 49% of its Beijing foundry unit, SMNC, in a share-based deal valued at US$5.97 billion. This move aims to consolidate SMIC's position in the semiconductor market.
SMIC and Hua Hong Semiconductor anticipate increased Q2 sales driven by AI demand and memory supply shortages, despite US export controls, with potential easing hoped from Xi-Trump meetings.
The founder of China’s largest contract chipmaker has urged the country’s semiconductor industry to pursue breakthroughs in niche markets such as mature chips, citing their importance for “supply chain security”. Richard Chang Rugin, 78, former CEO of Semiconductor Manufacturing International Corp (SMIC), cautioned against blindly chasing industry hype around cutting-edge process nodes. The industry veteran stressed the value of investing in mature nodes and specialty processes, which accounted...
Apple, uzun yıllardır devam eden üretim stratejilerinde tarihi bir değişikliğe gitmeye hazırlanıyor. iPhone, iPad ve Mac modellerine güç veren işlemcileri için bugüne kadar neredeyse tamamen Tayvanlı yarı iletken devi TSMC (Taiwan Semiconductor Manufacturing Company) ile çalışan şirket, şimdi tedarik zincirini çeşitlendirmek adına Intel ve Samsung ile masaya oturuyor. Bloomberg tarafından paylaşılan raporlar ve sektör kaynaklarından […]
The sides announced closer integration between Armenian and EU digital ecosystems, including in high technology, artificial intelligence, and semiconductor manufacturing
The House Foreign Affairs Committee passed 20 new export control measures, including the Match Act, to restrict Chinese access to US technology and bar Chinese chipmakers from advanced semiconductor equipment. The measures represent the largest significant export control markup in Congress history, requiring allies like Japan and the Netherlands to align with US restrictions on selling advanced semiconductor equipment to China.
Taiwan Semiconductor Manufacturing Company (TSMC) has reclaimed a spot in the list of the world’s 10 most valuable companies, riding the optimism of the artificial intelligence (AI) boom. TSMC's stock rallied, elevating its market capitalisation to a record, making it higher than Broadcom. Analysts expect TSMC to further advance amid surging AI-related revenue and strong pricing power.
