感谢IT之家网友 Diixx、华南吴彦祖 的线索投递！ IT之家 2 月 10 日消息，台积电 3nm 家族是继 5nm 后需求最为强劲的先进节点，目前已经量产 N3、N3E，未来将会陆续导入 N3P、N3X 及面向车用电子市场的 N3AE 等制程。 据中国台湾《经济日报》报道，由于苹果、英伟达、英特尔、高通、博通、联发科这六大客户的 AI、HPC 芯片订单量大幅增加，台积电 3nm 产能在到年底前都排得很满，而且台积电目前正在加速扩张其 3nm 代工产能，预计到今年年底将从去年的 6 万片增至 10 万片以上，主要扩产厂区会落在位在南科的 Fab 18 厂。 法人指出，台积电去年开始量产 3nm 制程后，今年良率至少已提高至 80%，且随着六大客户今年陆续开始大量投片，有望使台积电 3nm 制程的产能利用率冲到 80% 以上，而且有望一路旺到年底。 ▲ 图源：台积电 根据台积电在法说会上公布的信息，3 纳米制程营收已经占整体营收比重的 6%，预期今年将达 14～16%。台积电总裁魏哲家指出，几乎全世界所有智能手机、AI 及 HPC 等相关客户都跟台积电 3 纳米合作，台积电代表当今业界最领先技术。 台 ...

Taiwan Semiconductor Manufacturing (TSM -0.72%) is making big gains again this week. The chip fabrication leader's share price had climbed 14.5% from last week's market close as of 11:15 a.m. ET this Friday, according to data from S&P Global Market Intelligence.While there wasn't any business-specific news pushing TSMC stock higher this week, the semiconductor manufacturing specialist's valuation is getting a boost from an overall industry backdrop that continues to look increasingly favorable. In particula ...

IT之家 2 月 9 日消息，据韩媒매일경제近日报道，SK 海力士已制定了 One Team 战略，将与台积电建立 AI 半导体同盟，对抗三星电子在 AI 半导体领域交钥匙方案的威胁。 据了解，SK 海力士这一战略的内容主要包括与台积电一同开发下一代 HBM 内存 —— HBM4。根据IT之家早前报道，SK 海力士计划于 2026 年前实现 HBM4 量产。 在 HBM4 世代，HBM 内存的逻辑芯片部分将交由逻辑代工厂生产，而非由内存芯片厂商自行生产。三星电子目前是唯一一家同时生产先进逻辑芯片和内存芯片的晶圆厂，在这一方面占据优势。 ▲HBM 内存结构示意图，图源 AMD 官网 同时，目前 SK 海力士在 HBM3（E）市场占据先发优势，拿下了 AI 硬件领军企业英伟达的主要订单。与这些内存配对的 GPU 核心由台积电生产，接下来内存与 GPU 的 3D 封装集成也由台积电负责。 而目前弱势的三星可提供从核心芯片代工到 HBM 内存供应再到高级封装的 AI 半导体全流程“交钥匙”方案。SK 海力士和台积电结盟可对抗三星对市场份额的进攻。 此外，未来 AI 半导体将从 HBM 时代的 2.5D 封装走向 3D ...

A pair of encouraging news items pushed chipmaking powerhouse Taiwan Semiconductor Manufacturing's (TSM 4.69%) stock notably higher on Wednesday. The company's shares rose by almost 5% in price, handily beating the 0.8% increase of the bellwether S&P 500 index.Taiwan Semi posted encouraging sales for JanuaryThe first item was Taiwan Semi's latest monthly revenue report.The company reported that it earned just under 216 billion new Taiwan dollars ($6.9 billion) in January, which was up significantly on both ...

shih-wei/E+ via Getty Images Taiwan Semiconductor Manufacturing Company (NYSE:TSM) is a foundry that manufactures integrated circuits and semiconductor chips for fabless technology companies including major hardware (OEMs). It offers chip fabrication, packaging and testing services through its advanced foundry capacity. TSM manufactures and tests chips based on clients' custom specifications, leveraging its leading-edge fabrication technologies and facilities. It also uses its large-scale manufacturing of f ...

This article has been reviewed according to Science X's editorial process and policies . Editors have highlighted the following attributes while ensuring the content's credibility: Credit: Pixabay/CC0 Public Domain TSMC will build a second foundry in Japan, the semiconductor giant and its local partners announced Tuesday, weeks before its first in the country officially opens. Taiwan Semiconductor Manufacturing Company—which counts Apple and Nvidia as clients—controls more than half the world's output of ...

TSMC (TSM) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.Shares of this chip company have returned +16.2% over the past month versus the Zacks S&P 500 composite's +4.6% change. The Zacks Semiconductor - Circuit Foundry industry, to which TSMC belongs, has gained 14% over this period. Now the key question is: Where could the stock be headed in the near term?Although media repor ...

PonyWang Investment thesis We have covered the stock before, and as we expected, the inventory correction cycle is over, demand for smartphones and PCs is better than before, mass production of 3nm chips has started successfully, and financial results were in line with our expectations of $41.2 bn (+4% YoY) and reached $41 bn (+3% YoY). Since our last report, ADR prices have risen more than 15% and our BUY recommendation was correct. We expect demand for 3nm chips to grow strongly in 2024, and in addition t ...

Given the recent excellent results and commentary from Taiwan Semiconductor Manufacturing (TSM 0.60%), I thought I'd outline a few charts that help confirm the semiconductor industry. By extension, it's clear the electronics industry is firmly set for recovery in 2024. However, this isn't just about the semiconductor industry; chips are used in everything from computers to smartphones, automobiles, industrial equipment, and more. Good news from the semiconductor usually means good news for the economy down ...

Shares in Taiwan Semiconductor Manufacturing (TSM 3.14%) were up almost 4% by midday Wednesday. The move follows the company's excellent fourth-quarter earnings released last Tuesday. As is often the case, the company's positive outlook led to Wall Street analyst upgrades.Management's outlook called for full-year 2024 revenue to increase by a low to mid-20% range in U.S. dollar terms as the industry experiences a cyclical bounce driven by artificial intelligence (AI) demand.Industry bodies and peers confirm ...