TSMC management has indicated enormous AI opportunity for its foundry business, particularly for GPUs and ASICs. See why I ...

Chipmakers enhance performance with advanced chip packaging technologies The rapid expansion of artificial intelligence is ...

At the same time, TSMC is aggressively developing its 2nm node, expected to start production by 2025, using GAA technology, which provides better power efficiency and performance than FinFET.

Samsung is making strides in semiconductor technology with its Exynos 2600, built on the company’s advanced 2nm ...

After FinFET comes gate all around, or GAA, which will be adopted on TSMC's 2 nm and Samsung's 3 nm nodes. Successive technologies improve electrical performance and miniaturization to fit as many ...

Previous reports had suggested Samsung was considering outsourcing the Exynos chips to TSMC. Samsung is facing low 20% yields on its second-generation 3nm GAA process, far below its 70% target, while ...

TSMC’s 4nm fab in Arizona began production ... mirroring Samsung’s struggles with its 3nm GAA process. Intel’s competitiveness in semiconductor manufacturing is increasingly uncertain ...

The threat to the continuation of Moore’s Law is not technology challenge but competitive vigour, said Malcolm Penn at IFS2025 yesterday. One thing which could clearly contribute to that is a failure ...

Multiple reports from last year suggested that Samsung Foundry has problems increasing yields on its 3nm GAA process ... about Samsung partnering with TSMC to mass-produce its Exynos chips.

We came across a bullish thesis on Taiwan Semiconductor Manufacturing Company Limited (TSM) on Long-Term Pick’s Substack by Dan. In this article, we will summarize the bulls’ thesis on TSM. Taiwan ...

TSMC’s technological expertise forms the backbone of its wide economic moat. Innovations such as FinFET and GAA transistor technology ensure its dominance in advanced process technologies ...