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 commits another $100 billion to Arizona for at least four more 2nm fabs — 2026 capex could hit $64 billion following another record quarterly earnings

Wei also said TSMC is planning 13 leading-edge and advanced packaging fabs in Taiwan over the next several years, heading off concerns that the U.S. buildout comes at Taiwan’s expense. Execution in Arizona still faces la…

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…

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 commits another $100 billion to Arizona for at least four more 2nm fabs — 2026 capex could hit $64 billion following another record quarterly earnings

Wei also said TSMC is planning 13 leading-edge and advanced packaging fabs in Taiwan over the next several years, heading off concerns that the U.S. buildout comes at Taiwan’s expense. Execution in Arizona still faces la…

TSMC commits another $100 billion to Arizona for at least four more 2nm fabs — 2026 capex could hit $64 billion following another record quarterly earnings

Wei also said TSMC is planning 13 leading-edge and advanced packaging fabs in Taiwan over the next several years, heading off concerns that the U.S. buildout comes at Taiwan’s expense. Execution in Arizona still faces la…

TSMC commits another $100 billion to Arizona for at least four more 2nm fabs — 2026 capex could hit $64 billion following another record quarterly earnings

Wei also said TSMC is planning 13 leading-edge and advanced packaging fabs in Taiwan over the next several years, heading off concerns that the U.S. buildout comes at Taiwan’s expense. Execution in Arizona still faces la…

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…