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nine_inch_nerd 8 november 2024 23:26

Both Trump and Biden expected to attend TSMC's Arizona fab grand opening ceremony — Fab 21 opens in December
www.tomshardware.com/tech-industry/bo...

Alleen,

TSMC cannot make 2nm chips abroad now: MOEA
www.taipeitimes.com/News/biz/archives...

Reacties duiken op dat al dat 'chip act' geld beter naar Intel had kunnen gaan.

nine_inch_nerd 9 november 2024 11:52

Voor geïnteresseerden. Gedeeltelijk PayWall.
Inleidend verhaal is al interessant en geeft leuke tabellen en grafieken.

It begins and ends in the USA
The AI Server Migration Caravan
clausaasholm.substack.com/p/it-begins...

nine_inch_nerd 10 november 2024 11:37

U.S. Orders TSMC to Halt Advanced Chip Shipments to China Amid AI Export Clampdown
Reuters

-effective Monday-

stockwhiz.ai/us/top/technology/us-ord...

nine_inch_nerd 10 november 2024 18:10

TSMC cannot afford to lose Chinese mainland market despite relentless US pressure
By Song Lin and Zhang Weilan
Published: Nov 10, 2024 11:30 PM

www.globaltimes.cn/page/202411/132280...
The US has reportedly "ordered" the Taiwan Semiconductor Manufacturing Co (TSMC) to halt sales of advanced chips, which are usually used in artificial intelligence (AI) applications, to Chinese mainland's customers. Analysts said on Sunday that despite relentless US pressure, the chipmaker from the island of Taiwan cannot afford to lose the mainland market.

The US Department of Commerce sent a letter to TSMC imposing export restrictions on certain sophisticated chips, of 7 nanometer or more advanced designs, destined for mainland that power AI accelerator and graphics processing units, Reuters reported on Sunday, citing anonymous sources.

The "order" will take effect on Monday, the report said.

In recent years, the US has relentlessly tightened restrictions on AI chip exports to China. However, businesses are driven by profit, and while TSMC may not be able to resist US pressure, it will undoubtedly seek ways to preserve some flexibility and room for negotiation, Ma Jihua, a veteran telecom industry observer, told the Global Times on Sunday.

Like many other chipmakers, it cannot afford to lose the mainland market, Ma said.

In a statement sent to the Global Times on Sunday, TSMC said it is a law-abiding company and is committed to complying with all applicable rules and regulations, including applicable export controls.

Citing an insider from TSMC, Taiwan island's local Economic Daily News reported on Friday that "the company is currently discussing how to respond to the new US regulations." The report also quoted an anonymous industry source as saying that it is unlikely TSMC will suspend shipments of the relevant products at this time.

TSMC hopes that the restrictions will only apply to mainland companies with products related to AI chips, without affecting other customers, such as those in the mobile chip sector, the local media reported.

In fact, the US decoupling policy toward China has introduced significant uncertainty across the industry globally. While Washington pressures its so-called allies to decouple from China, the reality is that there has been considerable resistance.

Peter Wennink, the former CEO of ASML, the world's leading lithography manufacturer based in the Netherlands, clearly stated in a media interview that the China accounts for 30 percent of its orders. Despite export restrictions, ASML will not abandon the market and will do everything possible to continue selling lithography machines to China, Sing Tao Daily reported in 2023.

Even with full implementation of AI chip export restrictions to China, the impact on the country's AI development would be limited, Ma said, noting that leading high-tech companies in China have also built sufficient computing power reserves, and the country's AI industry remains at the forefront of the world.

Chinese chip companies have made remarkable progress in recent years despite the ongoing US pressure, Ma said.

In the first seven months, China's semiconductor exports totaled 640.91 billion yuan ($89.27 billion), a 25.8 percent year-on-year increase. Among key export categories, this was the second-highest growth rate, trailing only that of ships, according to data released by the General Administration of Customs.

Meanwhile, China has steadily increased domestic production of semiconductors. In 2013, the ratio of domestic production to imports was 32.58 percent, but by the first half of 2024, this figure had risen to nearly 80 percent, highlighting a continuous rise in self-sufficiency and a significant boost in domestic production levels, domestic news site stcn.com reported in August.

nine_inch_nerd 10 november 2024 18:16

Voor geïnteresseerden.
Altijd leuk waar iedereen 'z'n plek heeft' in de gehele sector. Schema is niet compleet, maar geeft globaal een overzicht.
Al Semiconductor Value Chain

Bijlage:

nine_inch_nerd 11 november 2024 12:50

TSMC will showcase its 2nm process technology on Dec. 9 at IEEE’s IEDM 2024 (International Electron Devices Meeting), presented by Geoffry Yeap, TSMC VP of R&D / Platform Development.

nine_inch_nerd 14 november 2024 10:30

Leuk artikel.

BIS Imposes Export Controls on TSMC’s N7 and Below Chips, Impact Expected to Be Limited
New Export Restrictions Target Advanced Semiconductor Nodes, Minimal Disruption Anticipated for TSMC

It is rumored in the market that some Chinese customers have obtained advanced process chips before the restrictions, which is why the U.S. Department of Commerce’s Bureau of Industry and Security (BIS) is requiring TSMC to stop supplying all products below the N7 process to Chinese customers.

According to our understanding, the BIS has not yet formally issued an order, so TSMC is expected to avoid penalties by proactively complying with BIS export control regulations. TSMC will likely increase its level of scrutiny on Chinese AI businesses, and the new regulations are expected to take effect on November 11. Once the new regulations begin, N7 and below products may temporarily cease supply to Chinese customers. This is expected to have the greatest impact on HPC/AI and related products, while other consumer products should still be available to China as long as they comply with BIS’s conditions.

We believe TSMC will not be significantly affected in the short term. China’s revenue accounted for 12% of TSMC’s revenue in 2023, and we estimate a decline of less than 10% in 2024. Additionally, TSMC’s AI revenue from China is estimated to account for no more than 3% of total revenue in 2024, and this ratio may further decline by 2025.

This is because most of TSMC’s AI revenue comes from U.S. customers. Therefore, we remain cautiously optimistic about TSMC’s future growth and believe that the U.S. will remain TSMC’s main growth driver.

IP/IC design service companies face primarily limited risks from the latest export controls on China, focusing mainly on mature manufacturing processes with no direct impact.

The new wave of export controls on China may affect AI applications, particularly in HPC and related fields. Taiwanese IC design companies generally concentrate on mature processes, and their revenue exposure to China has already been gradually reduced since the 2023 export controls. For example, GUC and Alchip focus on industrial and network applications for China, with the majority of their sales in N12 and above processes. Therefore, the impact of the new regulations is expected to be minimal. According to Alchip, its revenue from China has recently decreased to about 10%, with only specific HPC-related projects, such as ADAS, potentially facing a negative impact.

Overall, we believe the IC design service industry will experience minimal impact, although there may be some influence on their Chinese orders. As for IP vendors, the new regulatory measures are expected to bring no direct impact in the short term. However, if design houses are restricted from shipping to China due to stricter regulatory compliance, they may face indirect impacts.
tspasemiconductor.substack.com/p/bis-...

nine_inch_nerd 14 november 2024 11:31

Ow..

TSMC's completion ceremony in December suddenly shouted the card. Major semiconductor manufacturers cautiously deduced the Trump 2.0 generation.
11/14/2024 03:00
www.digitimes.com.tw/tech/dt/n/shwnws...
Translate gewoon gebruiken.

nine_inch_nerd 15 november 2024 08:30

Einde CHIPS and Science Act?

Deze wet, aangenomen onder president Biden door het Amerikaanse Congres in 2022, heeft tot doel om onderzoek naar en fabricage van halfgeleiders in de Verenigde Staten naar een hoger plan te tillen. Dit wil de Amerikaanse politiek graag om zodoende met de meest belangrijke commodity van dit moment minder afhankelijk te worden van het buitenland. Bovendien levert het veiligheid en banen op. De Amerikaanse overheid heeft hier maar liefst 280 miljard dollar voor over. De teller staat momenteel op 22 bedrijven die profiteren van deze wet, waaronder TSMC. Met subsidies en goedkope leningen onder deze wet werd de grootste chipfabrikant ter wereld gelokt om een aantal chipfabrieken in de Verenigde Staten te bouwen. De Taiwanezen krijgen hiervoor 11,6 miljard dollar overgemaakt. De vraag is echter of de nieuwe Amerikaanse regering deze wet zal gaan terugdraaien zodat TSMC naar de middelen kan fluiten. De onzekerheid hierover deed het, nota bene op Wall Street genoteerde, aandeel de afgelopen dagen dalen met zo’n 7 procent. Wat hier ook meespeelde, is dat vanaf deze week TSMC helemaal geen chips van 7 nanometer en kleiner meer levert aan China. Dit is op verzoek van de Verenigde Staten en de uitkomst van een melding dat er een chip van TSMC aangetroffen werd in hoogwaardige Chinese processoren die gebruikt worden voor het trainen van taalmodellen die AI-chatbots aansturen. Ik schreef hier 3 weken geleden over op deze plaats. Het Amerikaanse verzoek heeft waarschijnlijk niet heel veel impact op het bedrijf. De chipfabrikant ontvangt immers meer orders dan het kan produceren. Zo’n 11 procent van de omzet van TSMC in het derde kwartaal was afkomstig van Chinese orders.

Analisten verwachten dat Trump de CHIPS and Science Act niet zal terugdraaien maar wel zodanig zal herpositioneren dat zijn regering uiteindelijk de credits zal krijgen als de wet tot een succes zal leiden. Te meer omdat de wet ontworpen werd onder Trump’s eerste regeerperiode. Deze ‘rebranding’ zorgt natuurlijk alsnog voor onzekerheid bij TSMC over de toegezegde middelen. Zo zou de herpositionering van de wet bijvoorbeeld kunnen leiden tot vertraging van de bouw van de fabrieken als gevolg van allerlei politieke formaliteiten.

Auteur: Krist Plaizier
www.fintessa.nl/actueel/beursberichte...

nine_inch_nerd 15 november 2024 12:59

Announces CHIPS Incentives Award with TSMC Arizona to Secure U.S. Leadership in Advanced Semiconductor Technology
Friday, November 15, 2024
CHIPS Investment Incentivizes Creation of Leading-Edge Cluster in Phoenix, Arizona, and Over 20,000 Jobs; and Includes Commitment to Produce A16 Technology

Today, the Biden-Harris Administration announced that the U.S. Department of Commerce awarded TSMC Arizona Corporation (TSMC Arizona), a subsidiary of Taiwan Semiconductor Manufacturing Company Limited (TSMC), up to $6.6 billion in direct funding under the CHIPS Incentives Program’s Funding Opportunity for Commercial Fabrication Facilities. The award comes after the previously signed preliminary memorandum of terms, announced on April 8, 2024, and the completion of the Department’s due diligence. The award will support the company’s planned investment of more than $65 billion in three greenfield leading-edge fabs in Phoenix, Arizona. The Department will disburse the funds based on TSMC Arizona’s completion of project milestones.
www.commerce.gov/news/press-releases/...,Program's%20Funding%20Opportunity%20for%20Commercial

nine_inch_nerd 17 november 2024 16:48

TSMC now reportedly operates over half of global EUVs, weighs high-NA adoption
www.digitimes.com/news/a20241112PD204...

nine_inch_nerd 19 november 2024 09:50

Rumor: TSMC may buy another plant from display maker Innolux to ramp CoWoS advanced semiconductor packaging capacity amid continued strong demand, and rent another one, media report. The purchase would be in mid-2025 near a plant TSMC bought from Innolux in August, in the Southern Taiwan Science Park (STSP). The leased plant is in the Hsinchu Science Park (Zhunan).

ec.ltn.com.tw/article/breakingnews/48...

nine_inch_nerd 21 november 2024 14:58

Guo Zhihui: It is estimated that TSMC will build a factory in Taiwan every year in the future, and the Ministry will prepare water and electricity.
www.cna.com.tw/news/afe/202411200071....

TSMC will likely build one new fab each year in Taiwan for the next 10-years, and the nation needs to ensure sufficient power and water supplies for them, the economics minister said, media report. The minister, answering questions at the legislature, also said TSMC’s fabs in Kaohsiung, south Taiwan, are “ready to go” likely meaning in terms of power and water supplies. TSMC is readying 2nm mass production at its Kaohsiung P1 and P2 fabs next year, with plans for 4 fabs at the location.

nine_inch_nerd 23 november 2024 12:47

Aardbevinkje...

The magnitude of the earthquake in Jiali, Tainan was 5.4. The personnel in the dust-free room of TSMC's 18 plant were partially evacuated.
2024/11/22 21:16 (Updated at 22:10 on 11/22)
(Central News Agency reporters Zhang Wei and Zhang Jianzhong, Taipei, 22nd) A 5.4 earthquake occurred in Jiali District, Tainan City at 8:40 p.m. today. The Southern Science Park Administration of the National Science and Technology Association said that some of the personnel in the dust-free room of TSMC's 18 factory were evacuated, and there were no casualties among the rest of the park manufacturers and new construction projects, and the operation was in good.
www.cna.com.tw/news/afe/202411220390....

nine_inch_nerd 25 november 2024 10:37

Apple - TSMC - Intel?
www.notebookcheck.net/iPhone-18-serie...

nine_inch_nerd 25 november 2024 10:42

TSMC will hold a ceremony at its 2nm fab in Kaohsiung, south Taiwan tomorrow (11/26) to celebrate the start of production line installation at Fab P1, media report. The ceremony marks the end of construction and beginning of operations. The fab will open 12/1 with some machinery ready to be moved in. Fabs P2 & P3 in Kaohsiung remain under construction.
ec.ltn.com.tw/article/breakingnews/48...

nine_inch_nerd 25 november 2024 10:57

quote:
nine_inch_nerd schreef op 25 november 2024 10:37:
Apple - TSMC - Intel?
www.notebookcheck.net/iPhone-18-serie...

Reacties:

TSMC's biggest customer has changed his mind? It is rumored that Apple A20 chip is looking for Intel to work on the other hand. Net joke: Primary school students don't believe it.
www.chinatimes.com/realtimenews/20241...

nine_inch_nerd 25 november 2024 14:46

Grote rol TSMC

The U.S. is poised to become the world’s second-largest producer of advanced semiconductors by 2027
www.taipeitimes.com/News/biz/archives...

nine_inch_nerd 25 november 2024 23:05

Sentiment in de US redelijk groen (SOX/Nasdaq). NVDA + TSMC opvallende verliezers..

nine_inch_nerd 26 november 2024 11:43

Update TSMC nieuwe fabrieken...

TSMC’s 2nm Kaohsiung fab is 6-months ahead of schedule as it hosts an equipment move-in ceremony today, open only to clients, partners, govt officials, media report, noting it is behind TSMC’s 2nm fab in Hsinchu (Baoshan), which had equipment move-in in April and began using Nvidia’s cuLitho AI platform to speed up risk production. A 2nd fab in Baoshan is on schedule. Work installing equipment at the Kaohsiung fab is already underway. It is expected to be in risk production in the 1st half-2025

TSMC Kaohsiung 2 nanometer factory entered today. Apple and Super Micro are expected to be the first batch of customers.
11/26/2024
money.udn.com/money/story/12926/83844...

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