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TSMC

Taiwan Semiconductor Manufacturing Company (TSMC) is a global leader in semiconductor manufacturing, providing cutting-edge solutions for industries such as consumer electronics, automotive, and telecommunications. Known for its leadership in advanced process technologies, TSMC drives the development of 5nm, 3nm, and 2nm semiconductor nodes, enabling innovations in AI chips, 5G networks, and smart devices. As a key partner to leading technology companies, TSMC continues to play a pivotal role in shaping the future of semiconductors, expanding its influence across the global electronics supply chain.

TSMC 2nm yield crosses 60% threshold for HVM

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TSMC’s 2nm yield has passed 60%, the level required for stable high volume manufacturing, reports the Taiwan Economic Daily. Samsung’s 2nm yield is reported to be 40%.  The disparity has pushed big clients like AMD, Mediatek, Qualcomm, Nvidia ,Apple and Google to reserve capacity at TSMC. No major customers have been reported for Samsung 2nm and there are claims that ...

Q1 foundry revenue down 5.4%

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Q1  foundry revenue was 5.4% down q-o-q at $36.4 billion, says TrendForce. Q2 is expected to be better. TSMC had 67.6% market share. Samsung Foundry fell 11.3% QoQ, posting Q1 revenue of $2.89 billion with its market share dipping slightly to 7.7%. SMIC saw a 1.8% revenue increase to $2.25 billion. UMC had a revenue drop of  5.8% to $1.76 ...

TSMC talking about building fabs in the UAE

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TSMC is looking at the possibility of building six fabs in the UAE, reports Bloomberg. Last September the Wall Street Journal reported that both TSMC and Samsung had visited the UAE to talk about building fabs there. Talks with the Biden administration about the plan broke down when the US government said it would need assurances that the US would ...

TSMC April revenue up 48% y-o-y

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TSMC’s April revenue of $11.6 billion was up 48% y-o-y and 22.2% m-o-m. Revenue for January through April 2025 totaled $62 billion, an increase of 43.5% compared to the same period in 2024. See also: TSMC November revenues up 34% y-o-y

“The last and best finfet node”

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TSMC expects its N3 process to be a long-running and high volume node. At the company’s North American Technology Symposium, Kevin Zhang, TSMC’s SVP for Business Development and Overseas Operations Office, and Deputy Co-COO, called it “the last and best finfet node.” TSMC’s strategy is to develop multiple variants of the N3 process creating a comprehensive customisable silicon resource. “Our ...

TSMC unveils A14

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Yesterday, TSMC unveiled its next cutting-edge logic process technology, A14, at the company’s North America Technology Symposium.  Representing a significant advancement from TSMC’s industry-leading N2 process, A14 is designed to drive AI transformation forward by delivering faster computing and greater power efficiency. Planned to enter production in 2028, the current A14 development is progressing smoothly with yield performance ahead of ...

TSMC opts for smaller substrate for initial PLP runs

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TSMC’s first production of panel-level-packaging will use a 310x310mm substrate rather than the 510x515mm substrate initially trialled. It was decided, a source told the Nikkei, that production “should start from a slightly smaller square shape rather than a much more ambitious bigger one in earlier trials. It is particularly challenging to coat the whole substrate with chemicals evenly.” First production ...

TSMC plans independent GigaFab cluster for Arizona

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TSMC plans to bring forward production at its second Arizona fab – Fab 21 – by “at least” two quarters. The original plan specified 2028. Fab 21 has been built and equipment is starting to be installed to run a 3nm process initially. Construction of the modules to run 2nm and 1.6nm processes is expected to start this year. Production ...