Taiwan Semiconductor (TSMC)

OEM : Semiconductor

Website

Hsinchu, Taiwan, China

TPE: 2330

TSMC pioneered the pure-play foundry business model when it was founded in 1987, and has been the world’s leading dedicated semiconductor foundry ever since. The Company supports a thriving ecosystem of global customers and partners with the industry’s leading process technologies and portfolio of design enablement solutions to unleash innovation for the global semiconductor industry. With global operations spanning Asia, Europe, and North America, TSMC serves as a committed corporate citizen around the world. TSMC deployed 281 distinct process technologies, and manufactured 11,617 products for 510 customers in 2020 by providing broadest range of advanced, specialty and advanced packaging technology services. TSMC is the first foundry to provide 5-nanometer production capabilities, the most advanced semiconductor process technology available in the world.

Assembly Line

How TSMC Keeps Getting Better

Inside Intel’s Bold $26 Billion U.S. Plan To Regain Chip Dominance

What’s Harder to Find Than Microchips? The Equipment That Makes Them

Date:

Vertical: Semiconductor

Organizations: TSMC, Intel

We typically associate microchips with the latest and greatest technology, but it turns out that most of the chips that go into the products we use are made with older manufacturing techniques. No one knows precisely what proportion of the world’s microchips is made on used equipment, but Mr. Howe, owner of SDI Fabsurplus, estimates it might be as much as a third.

TSMC is expanding its capacity to make older chips by building a new plant for that purpose in Japan. Intel has no plans to build new capacity for manufacturing older kinds of chips, and continues to concentrate on making bleeding-edge chips, says Lisa Spelman, a vice president in Intel’s data-center group.

Read more at Wall Street Journal (Paid)

The Big Semiconductor Water Problem

Intel Problems

Date:

Author: @benthompson

Vertical: Semiconductor

Organizations: AMD, Intel, Microsoft, NVIDIA, TSMC

The misplaced optimism is twofold: first there is the fact that eight years later Intel has again appointed a new CEO (Pat Gelsinger), not to replace the one I was writing about (Brian Krzanich), but rather his successor (Bob Swan). Clearly the opportunity was not seized. What is more concerning is that the question is no longer about seizing an opportunity but about survival, and it is the United States that has the most to lose.

Read more at Stratechery (Paid)

Missing Chips Snarl Car Production at Factories Worldwide

Date:

Author: Debby Wu

Vertical: Automotive

Organizations: Aptiv, Ford, General Motors, Honda, Infineon, NXP Semiconductors, Renesas Electronics, Toyota, TSMC, Volkswagen

Semiconductor shortages may persist throughout the first half as chipmakers adjust their operations, researcher IHS Market predicted on Dec. 23. Automakers will start to see component supply gradually ease in the next two to three months, China Passenger Car Association, which groups the country’s largest carmakers, said Monday.

Chipmakers favor consumer-electronics customers because their orders are larger than those of automakers – the annual smartphone market alone is more than 1 billion devices, compared with fewer than 100 million cars. Automaking is also a lower-margin business, leaving manufacturers unwilling to bid up chip prices as they avoid risking their profitability.

Read more at Bloomberg (Paid)