A Apple e a Intel concordaram em um acordo preliminar para a fabricação de chips, segundo o Wall Street Journal, diversificando a cadeia de produção da Apple e garantindo demanda para a Intel.
TSMC가 앰코테크놀로지와 10년 장기 계약을 체결하고 미국 애리조나주에 첨단 패키징 시설을 확대한다. 이는 미국 내 고객 서비스 역량을 강화하고 현지 공급망 구축을 가속화하기 위한 전략으로, 전문가들은 위험 분산 차원에서 합리적인 결정으로 평가했다.
Morris Chang, founder of TSMC, cautioned companies against layoffs, especially if rehiring is likely within a year. He highlighted hidden costs like severance and training, and the impact on employee trust, drawing from TSMC's controversial 2009 performance-based layoffs.
Apple, 2028'de üst segment iPhone modellerinde 1.4nm A22 Pro çiplerini kullanmayı planlıyor. Bu teknolojik sıçrama için TSMC ile iş birliğini sürdüren şirket, üretim risklerini azaltmak amacıyla Intel ile de ortaklık kurabilir.
Huawei, ABD yaptırımlarına rağmen Mate 90 serisinde TSMC'nin 3nm teknolojisine rakip olacak yeni Kirin işlemcisini kullanacak. LogicFolding teknolojisiyle transistör yoğunluğunu artırmayı hedefleyen şirket, Apple'ın iPhone 18'iyle rekabet edecek.
Intel giới thiệu tiến trình sản xuất chip 18A-P mới, hứa hẹn hiệu năng cao hơn, tiêu thụ ít điện năng hơn và khả năng chịu nhiệt tốt hơn. Công nghệ này được kỳ vọng giúp Intel cạnh tranh với TSMC và thu hút các đối tác lớn.
Xiaomi, TSMC'nin 3nm süreciyle üretilecek yeni işlemcisi XRING O3'ü yıl sonunda tanıtacak. Snapdragon 8 Elite Gen 5 seviyesinde performans sunması beklenen işlemci, şirketin dışa bağımlılığını azaltma stratejisinin önemli bir parçası.
日媒報導，台積電全球擴廠稀釋台灣獨特性，但因尖端技術短期內無法搬遷，仍是台灣戰略地位基石。專家指出，海外複製台灣成功難度高，成本、人才及最先進製程仍根留台灣，故「矽盾」仍具嚇阻作用，但台灣也需提升綜合安全體系。
SpaceX's stock surged 19% on its Nasdaq debut, surpassing $2 trillion in market capitalization and overtaking TSMC to become the world's 6th largest company. Despite not yet being profitable, the company saw significant trading volume, with investors eager to invest in Elon Musk's diverse business empire.
TSMC CEO C.C. Wei highlighted talent shortage as the primary challenge for Taiwan's semiconductor industry. He also pointed to water scarcity risks, emphasizing that chip production now depends on water, energy, land, and skilled labor. The government is taking steps to address these issues, including water management and attracting foreign talent.
TSMC, 2028'in ikinci yarısında CoPoS paketleme teknolojisini seri üretime alarak NVIDIA'nın Feynman çiplerinde devrim yapmayı hedefliyor. Bu teknoloji, mevcut CoWoS'un fiziksel sınırlarını aşarak yapay zeka pazarının artan işlem gücü ihtiyacını karşılayacak.
TSMC, 5월 역대 최대 월간 매출 기록. 2분기 매출 59조~61조원 전망, AI 수요 강세로 올해 매출 30% 이상 성장 예상.
TSMC CFO Wendell Huang acknowledged rising costs due to inflation but denied plans for sudden, drastic price hikes. He stated that any increases would reflect the company's technological leadership and manufacturing excellence. Huang also addressed the AI boom, denying it's a bubble, and explained global expansion is driven by customer demand, not geopolitical pressure.
TSMC CEO'su C.C. Wei, Samsung'ın 10 yıl içinde TSMC'yi yakalama vaatlerini eleştirdi. TSMC, %70'lik pazar payı ile liderliğini sürdürüyor.
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 Chairman and CEO C.C. Wei expressed strong confidence in the company's growth, driven by AI, and plans to accelerate the Kumamoto factory. He also confirmed continued business with Tokyo Electron despite a past incident.
SK Group Chairman Chey Tae-won met with TSMC Chairman C.C. Wei to discuss next-gen AI tech, HBM, and advanced packaging. This follows visits from other South Korean tech leaders, highlighting a shift from competition to cooperation in the AI value chain.
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.
TSMC, der weltgrößte Chip-Auftragsfertiger, ist dank der hohen Nachfrage durch den KI-Boom optimistisch für die Zukunft. Konzernchef C.C. Wei erwartet starkes Wachstum und baut Kapazitäten aus, auch in Japan und Deutschland.
SK Group Chairman Chey Tae-won met with TSMC Chairman C.C. Wei in Taiwan, following his meeting with Nvidia CEO Jensen Huang. The meetings solidify a 'triangle alliance' focused on next-generation AI semiconductors, including HBM and advanced packaging, aiming to lead the future AI ecosystem and stabilize the supply chain.
Japanese homebuilder Anesis, based in Kumamoto, is experiencing a surge in interest from Taiwanese investors and individuals looking to purchase properties, particularly for short-term rentals. This trend accelerated after the decision for TSMC to establish a factory in Kumamoto, leading to increased inquiries from potential buyers from Taiwan.
A Taiwanese woman's investment of two lots of TSMC shares in 1999, purchased at NT$133 each, has grown to over NT$12 million after 27 years, including stock dividends, demonstrating the power of long-term holding.
Investment media "The Motley Fool" suggests that if the stock market crashes, TSMC is the top AI stock to buy due to its dominant market position and essential role in the AI ecosystem. Despite recent market rallies and high valuations, TSMC's business model and historical returns make it an attractive long-term investment.
