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Retail Asia01/02/2024

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Back in December, Dutch tech giant ASML shipped its first High-NA Extreme Ultraviolet (EUV) lithography machine (EXE:5000) to Intel. The $400 million machine will take us to the next tier of chip production with a process node of 2nm and less. The original EUV machines, also made by ASML, were necessary to get chip foundries to […]

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Retail Asia14/12/2023

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TSMC is the largest foundry in the world and Apple is its biggest customer. Apple was able to reserve most of TSMC’s initial 3nm production for the A17 Pro chipset which is being used to power the iPhone 15 Pro and iPhone 15 Pro Max. To keep things simple, just remember that as the process node number gets lower, the […]

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Retail Asia04/09/2023

Last week, Intel CEO Pat Gelsinger reiterated his goal for Intel to take foundry leadership from TSMC by 2025. The executive said, “We’re 2.5 years into the transformation. Now, it’s gone the way I would have expected at the time in terms of rebuilding the company. You have to be much less skeptical about our […]

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Retail Asia14/07/2023

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TSMC’s yield rate on its 3nm production is said to be at 55%. At that rate, a bit less than half of the silicon wafers used to produce Apple’s A17 Bionic and M3 chips are frisbees or extra-large drink coasters. Remember, the iPhone 15 Pro and iPhone 15 Pro Max will be the only smartphones powered […]

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Retail Asia28/04/2023

The world’s leading foundry, TSMC, is having problems meeting the demand for 3nm chips from Apple. The latter is TSMC’s largest customer, accounting for 25% of its revenue. Apple reportedly locked up all of TSMC’s 3nm production for this year and plans on debuting the 3nm A17 Bionic chipsets with the iPhone 15 Pro and […]

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Retail Asia09/03/2023

Apple has scooped up all of TSMC’s 3nm production capacity for this year. This will be the first shipment of 3nm chips made by the world’s largest foundry. To explain in simple terms what this is all about, a lower process node means smaller transistors are used. This allows more transistors to fit inside a […]

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Retail Asia20/02/2023

Taiwan Semiconductor Manufacturing Co. Ltd., better known as TSMC, is the world’s largest foundry. Only TSMC and Samsung currently mass-produce chips using their respective 3nm process nodes (which use different types of transistors, as we will explain later). Apple is TSMC’s largest customer and is believed to account for a quarter of the company’s revenue […]

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Retail Asia24/10/2022

Taiwan Semiconductor Manufacturing Company Ltd. is known throughout the planet as TSMC. The largest foundry in the world produces chips based on the designs presented to it by companies like Apple, Qualcomm, Nvidia, MediaTek, and more. In fact, Apple is TSMC’s largest customer and accounts for approximately 25% of the company’s revenue. TSMC currently produces powerful and […]

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Retail Asia27/06/2022

Right now there are only two independent foundries that are able to manufacture cutting-edge chips. The companies are TSMC and Samsung Foundry. Independent foundries take chip designs created by other firms and build the actual chips off of that design. Both TSMC and Samsung are working on building chips using their 3nm process nodes. The […]

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Retail Asia22/04/2022

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The two most advanced chip foundries in the world at the moment are Taiwan’s TSMC and South Korea’s Samsung. With both providing phone manufacturers with chips produced using their 3nm process node next year, TSMC recently said that it will start shipping 2nm chips to customers in 2026. In theory, the lower this process node number […]

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Retail Asia18/03/2022

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TSMC’s market share during the fourth quarter of last year was 52.1% based on its revenue of $15.7 billion during the three-month period. That was down from the 53.1% share of gross that the foundry had during the previous quarter, but was still well ahead of the next name on the list. Behind TSMC was […]

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Retail Asia24/02/2022

On the heels of a report claiming that Qualcomm is so upset about the low 35% yield achieved by Samsung Foundry’s 4nm process node that it dumped Sammy for TSMC, another alarming report has surfaced. Samsung is investigating the possibility that fraud occurred inside the company’s foundry business. Unnamed Samsung Foundry executives are being accused in […]

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Retail Asia21/02/2022

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Taiwan Semiconductor Manufacturing Co (TSMC) said on Tuesday that the chip plant it is building in Japan with Sony Group will expand, with an extra $1.6 billion in spending, while auto supplier Denso Corp will take a 10% stake. TSMC, which is the world’s largest contract chipmaker, announced the $7 billion factories in southern Japan […]

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Retail Asia06/12/2021

It appears as though TSMC is back on track and is aiming to start mass production of chips using the 3nm process node starting in the second half of 2022. As a result, there is still a good chance that the Apple A16 Bionic chipset will be built with the 3nm process although earlier talk centered […]

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Retail Asia24/04/2019

Semiconductor manufacturers might not be following Moore’s law to a T, but that doesn’t mean they’re not making good progress. Last year, we saw the first mobile chips using the 7nm architecture: Apple’s A12 and HiSilicon’s Kirin 980, followed by the Snapdragon 855. It was expected that processors will remain on that level for a […]

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