芯东西2月28日消息，据Tom’s Hardware报道，根据英特尔演示文稿，英特尔此前从未公布的Intel 10A（1nm）制程节点将于2027年年底投产，而Intel 14节点将于2026年投产。 后缀“A”代表埃米（Angstrom），10埃米等于1纳米（1nm），也就是说Intel 10A将是英特尔的第一个1nm级节点 上周芯东西曾详细报道英特尔最新公布的制程节点路线图（重磅！微软Arm联手英特尔造芯，OpenAI CEO大谈AI计算需求，Intel 14A制程首公布），当时英特尔并未直接注明Intel 14A节点的具体生产时间，更是从未提到过Intel 10A。 Intel 14A将是英特尔首次采用High-NA EUV光刻机的工艺。对比来看，台积电此前路线图显示，其1.4nm级A14工艺预计在2027到2028年间推出，采用High-NA EUV的1nm级A10工艺开发预计将在2030年左右完成。 如果英特尔代工业务能按期推进计划，将在关键的1nm节点重夺技术领导权，领先于台积电。 英特尔公司执行副总裁兼全球首席运营官Keyvan Esfarjani举行了一场很有见地的会议，展示了未来几年的路线图 ...

IT之家 2 月 27 日消息，近日在接受 Tom's Hardware 采访时，英特尔代工负责人斯图尔特・潘（Stu Pann）表示将会进军 Arm 芯片，并不断追赶台积电的代工市场份额。 代工愿景 英特尔希望在 2030 年成为全球第二代代工厂，并希望能成为一家有弹性的代工厂，能够缓解地缘政治、战争冲突等各种问题导致的供应链中断问题。 英特尔会重新平衡其半导体业务，计划产业链的 50% 布局放在美洲 / 欧洲、50% 放在亚洲。 加强和 Arm 合作 Arm 首席执行官雷内・哈斯（Rene Hass）通过远程连接的方式出席 IFS 活动，表示世界似乎正在摆脱独占硬件的想法，转而希望为微软或 Faraday  这样的大公司打造最高效的芯片，为人工智能数据中心提供动力。 IT之家此前报道，Neoverse V 系列处理器定位性能优化平台，最新的 V3 是本系列中首个支持 Neoverse CSS 方案的处理器设计。 Neoverse V3 单芯片最大 64 核，双计算芯片设计下共可提供 128 个内核，其支持 HBM3 和 CXL 3.0 以及 2 组 Die-to-Die 互连，常规性能相较之前 V2 ...

A general view shows the new semiconductor plant by Japan Advanced Semiconductor Manufacturing Company (JASM), a subsidiary of Taiwan's chip giant TSMC (Taiwan Semiconductor Manufacturing Company), in Kikuyo of the Kikuchi district, Kumamoto prefecture on February 14, 2024. (Photo by Philip FONG / AFP) (Photo by PHILIP FONG/AFP via Getty Images)Taiwan Semiconductor Manufacturing Company opened its first chip plant in Japan on Saturday as it diversifies supply chains away from Taiwan amid intensifying U.S.-C ...

In the latest market close, TSMC (TSM) reached $129.53, with a +0.36% movement compared to the previous day. This move outpaced the S&P 500's daily gain of 0.04%. Elsewhere, the Dow gained 0.16%, while the tech-heavy Nasdaq lost 0.28%.Heading into today, shares of the chip company had gained 10.73% over the past month, outpacing the Computer and Technology sector's gain of 4.78% and the S&P 500's gain of 5.01% in that time.Market participants will be closely following the financial results of TSMC in its up ...

智通财经APP获悉，英特尔(INTC.US)在周三举行的晶圆代工活动Intel Foundry Direct Connect大会强调了与微软(MSFT.US)的新合作关系以及与人工智能有关的进展。但分析师表示，尽管取得了这些进展，英特尔仍远远落后于该领域的最大企业台积电(TSM.US)。 以布拉德·林(Brad Lin)为首的美银分析师在一份投资者说明中写道：“随着英特尔积极发展代工业务，未来出现更多的客户或供应商合作关系可能不足为奇，但我们认为执行力、规模和良品率仍是代工竞争的关键。” 在此次会议上，英特尔还宣布将在2027年推出14A，并坚称其在四年内推出五个节点的路线图已步入正轨。尽管英特尔建立了新的合作伙伴关系[包括与Arm(ARM.US)在系统芯片方面的合作]，并具备了新的先进系统组装和测试能力，但目前仍有很多工作要做。 美银分析师补充说：“我们预计，得益于其技术领先地位、更好的成本结构和最佳的商业模式，台积电将继续领先于英特尔。”美银仍维持对台积电的“买入”评级。 除了微软的声明，英特尔还提到博通(AVGO.US)和联发科是其代工业务的客户。 在CEO帕特·基辛格(Pat Gelsinger)试图 ...

TSMC (TSM) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.Over the past month, shares of this chip company have returned +9.8%, compared to the Zacks S&P 500 composite's +3% change. During this period, the Zacks Semiconductor - Circuit Foundry industry, which TSMC falls in, has gained 9.8%. The key question now is: What could be the stock's future direction?Althou ...

Investment Rating - The report initiates coverage with a "Buy" rating for TSMC (TSM.N) [2][3]. Core Insights - TSMC is the global leader in wafer foundry with a market share exceeding 50%, maintaining a gross margin of 54% in 2023 and a net profit of 837.8 billion NTD, reflecting a net profit margin of 39% [1][19]. - The company has five major business platforms, with High-Performance Computing (HPC) showing rapid growth, achieving a revenue CAGR of 30% from 2019 to 2023, increasing its share from 30% to 43% [1][13]. - TSMC's advanced process technologies, particularly in 5nm and 3nm nodes, are expected to drive future revenue growth, with 3nm projected to contribute 15% of revenue by 2024 [1][27]. Summary by Sections 1. Global Wafer Foundry Leader - TSMC holds a dominant position in the global wafer foundry market with a market share of over 50%, and its total revenue increased from 1,070 billion NTD in 2019 to 2,161.736 billion NTD in 2023, representing a CAGR of 19% [11][19]. - The company has established a strong customer base, including major fabless firms like Apple, MediaTek, AMD, and Qualcomm, with Apple contributing over 20% of revenue [1][18]. 2. HPC: AI Demand Surge - The demand for AI computing power is expected to be sustainable, with projections indicating a need for the equivalent of 20 million H100 GPUs and over 116 million A30 GPUs by 2030 [1]. - TSMC is the primary provider of packaging for AI computing chips and is actively expanding its CoWoS capacity, with AI-related sales expected to grow at a CAGR of 50% in the coming years [1][2]. 3. Smartphone Market Recovery - The smartphone market is anticipated to see moderate growth in 2024, driven by high-end AI smartphones and foldable screens, which will increase demand for advanced SoC processes [2][3]. - TSMC's revenue from 3nm technology is expected to continue rising due to these trends [2]. 4. Financial Forecasts and Valuation - Revenue projections for TSMC from 2024 to 2026 are estimated at 2,612.464 billion NTD, 3,133.680 billion NTD, and 3,658.199 billion NTD, reflecting year-on-year growth rates of 21%, 20%, and 17% respectively [2]. - Net profit forecasts for the same period are 986.285 billion NTD, 1,187.255 billion NTD, and 1,396.295 billion NTD, with growth rates of 18%, 20%, and 18% respectively [2].

在芯片制造领域，台积电是当之无愧的“霸主”，就连英特尔、三星等国际巨头，在其面前也只能自叹不如。凭借着领先的芯片代工技术以及拔尖的良品率，台积电在芯片制造方面，尤其先进芯片制造方面，可以说是遥遥领先，成为众多芯片巨头的首选，比如苹果、高通、英伟达、美光等，都是台积电的“金主”。 现如今，台积电已经率先实现了3nm的量产，且已经在2nm和1nm领域进行了布局，大部分人都认为，台积电会继续在2nm以及1nm技术领域保持领先，但令人意外的是，专家却并不这样看。 根据项立群预测，台积电或许要出现问题，且2nm则会成为压倒性的最后一根稻草。也就是说，在2nm时代，台积电很可能会失去“霸主”地位，其地位将会被动摇，这到底是怎么回事呢？ 项立群之所以会发出这样的预言，在他看来，芯片设计的提升远远高于硬件的提升，而台积电往往追求的是3nm、2nm、1nm等制程上的提升，这方面的提升具有一定的价值，但对于芯片性能的提升来说，速度就相对太慢。很显然，台积电作为一家芯片代工厂，和芯片设计并没有直接关系，这也就意味着，台积电在芯片领域所扮演的角色，只是“制造者”，而非“创造者”。 毫无疑问，项立群的观念也揭开了芯片行业的真相，很多人 ...

Fool.com contributor Parkev Tatevosian reviews Taiwan Semiconductor Manufacturing (TSM 1.35%) and forecasts where its stock price could be by the end of 2024. *Stock prices used were the afternoon prices of Feb. 12, 2024. The video was published on Feb. 14, 2024. ...

Taiwan Semiconductor Mfg. Co. Ltd. (NYSE: TSM) has been in an uptrend since late September but a Susquehanna analyst says it’s not out of juice just yet.TSM stock has upside to $160Copy link to sectionMehdi Hosseini continues to see the semiconductor behemoth as a “top long idea” with upside to $160 per share – up another 25% from here. $TSM, he told clients in a research note today, is “undervalued” at writing considering “all AI roads must and will go through” it.The bullish call arrives about a month aft ...