Samsung’s fab roadmaps examined — Taylor, Pyeongtaek, and the yield woes behind a $16.5 billion Tesla deal
Analyzing TSMC’s fab expansion roadmap — multi-fab N2 ramp, CoWoS, SoIC, and uncorking bottlenecks
tsmc
Samsung’s fab roadmaps examined — Taylor, Pyeongtaek, and the yield woes behind a $16.5 billion Tesla deal
Analyzing TSMC’s fab expansion roadmap — multi-fab N2 ramp, CoWoS, SoIC, and uncorking bottlenecks
Samsung’s fab roadmaps examined — Taylor, Pyeongtaek, and the yield woes behind a $16.5 billion Tesla deal
Analyzing TSMC’s fab expansion roadmap — multi-fab N2 ramp, CoWoS, SoIC, and uncorking bottlenecks
TSMC eyes price hikes of up to 25% on chip production services in 2027, report claims — plans to raise baseline prices by 5% to 10% on advanced nodes
“I am really jealous about memory companies’ 86% gross margin,” said C.C. Wei, chief executive of TSMC, during the company’s earnings call with financial analysts and investors. “86% [margin at memory makers] – 68% [marg…
TSMC eyes price hikes of up to 25% on chip production services in 2027, report claims — plans to raise baseline prices by 5% to 10% on advanced nodes
“I am really jealous about memory companies’ 86% gross margin,” said C.C. Wei, chief executive of TSMC, during the company’s earnings call with financial analysts and investors. “86% [margin at memory makers] – 68% [marg…
TSMC eyes price hikes of up to 25% on chip production services in 2027, report claims — plans to raise baseline prices by 5% to 10% on advanced nodes
“I am really jealous about memory companies’ 86% gross margin,” said C.C. Wei, chief executive of TSMC, during the company’s earnings call with financial analysts and investors. “86% [margin at memory makers] – 68% [marg…
TSMC confirms significant yield and performance improvements in A14 update — strong interest from AI/HPC and smartphone customers
Speaking of customer design readiness, Wei indicated that clients strive to tape-out their A14 designs ahead of schedule, which is a good sign. It is also interesting to note that despite the fact that A14 lacks Super Po…
TSMC confirms significant yield and performance improvements in A14 update — strong interest from AI/HPC and smartphone customers
Speaking of customer design readiness, Wei indicated that clients strive to tape-out their A14 designs ahead of schedule, which is a good sign. It is also interesting to note that despite the fact that A14 lacks Super Po…
ASML looks to increase prices of its Low-NA EUV tools beyond existing productivity-based model — company wants to capture the value of all the advantages its to
ASML will be unable to hike prices of Low-NA EUV systems for another couple of years. Since orders that are in ASML’s backlog already carry a sales value, subject to inflation adjustments, prices for much of the 2027 and…
TSMC confirms significant yield and performance improvements in A14 update — strong interest from AI/HPC and smartphone customers
Speaking of customer design readiness, Wei indicated that clients strive to tape-out their A14 designs ahead of schedule, which is a good sign. It is also interesting to note that despite the fact that A14 lacks Super Po…