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Express News | Institutions: AMD and Nvidia are driving the development of FOPLP, with an estimated production time in 2027-2028.
TSMC's Utilization Rate Could Rise in 2H -- Market Talk
0306 GMT - TSMC continues to be a buy for Deutsche Bank, which sees robust demand for its chips, fueled by AI. The chip maker's utilization rate of production lines could rise in 2H with blended utili
Reports indicate that Taiwan Semiconductor (TSM.US) will increase prices for advanced processes next year.
There are reports that Taiwan Semiconductor (TSM.US) is preparing to raise the price of its artificial intelligence products for the "3nm" and "5nm" processes by between 5% and 10%, while non-artificial intelligence products will maintain their original price or a price increase of no more than 5%. Industry insiders say that the price increase is still within a reasonable range. This is mainly because the cost of the "3nm" wafer is about 25% higher than that of the "5nm" wafer, and the above-mentioned price increase does not take into account factors such as the overall number of chips produced and design architecture.
Express News | According to Morgan Stanley, Apple may use Taiwan Semiconductor's stacked SoIC-X advanced packaging technology in its upcoming M5 series chips for AI servers. It is expected that Apple will achieve large-scale production of M5 chips in the second half of
Express News | It is rumored that Taiwan Semiconductor announced an increase in prices for its 3/5 nm process: AI products will increase by 5~10%, and non-AI products will rise by 0~5%.
Express News | Taiwan Semiconductor is expanding its CoWoS production capacity across the board, and has found a site for advanced packaging in Huwei Park, Yunlin County, Taiwan. AI semiconductors are currently the focal point of the global chip market, with giants like