Core Insights - TSMC has secured a significant client for its 2nm process, with Intel reportedly entrusting the Nova Lake-S desktop processor to TSMC for manufacturing, expected to enter mass production in Q3 2026 [1][2] - The collaboration between Intel and TSMC continues to evolve, with Nova Lake-S being the first processor from Intel to utilize TSMC's 2nm technology, following previous partnerships for 3nm processes [2] TSMC Developments - TSMC is set to hold an earnings call on July 17, 2023, amidst a quiet period prior to the event [1] - TSMC's stock price fell by 5 New Taiwan Dollars to 1,095 New Taiwan Dollars on July 14, 2023, with a subsequent ADR decline of approximately 0.8% [1] Intel Developments - The Nova Lake-S processor is anticipated to feature multiple versions for both desktop and laptop applications, with the high-end variant expected to include 52 cores, comprising 16 performance cores (P-core) and 32 efficiency cores (E-core) [2] - Nova Lake-S will integrate advanced storage controllers capable of supporting speeds up to 8,800 MT/s, with GPU functionalities provided by the Xe3 Celestial architecture and media decoding managed by the Xe4 Druid architecture [2] Market Implications - The addition of Intel as a client for TSMC's 2nm process is expected to enhance TSMC's order volume, following interest from other major companies like Apple, NVIDIA, AMD, Qualcomm, and MediaTek [1] - The flexibility in production offered by TSMC's 2nm process may mitigate potential delays or shortages in chip supply that could arise from Intel's own manufacturing constraints [1]

Core Insights - TSMC reported June revenue of NT$263.71 billion, a decrease of 17.7% month-over-month but an increase of 26.9% year-over-year [1] - For the first half of the year, TSMC's revenue reached NT$1,773.046 billion, a 40.0% increase compared to the same period last year [1] - Q2 revenue was NT$933.796 billion (approximately US$31.95 billion), up 38.6% year-over-year, exceeding company guidance and market expectations [1] - Analysts had predicted Q2 revenue of NT$927.831 billion, while JPMorgan expected US$29.95 billion, with a quarter-over-quarter growth of 17% [1] - Strong demand for 3nm and 5nm processes, along with urgent orders for older process nodes, contributed to the revenue growth despite significant appreciation of the New Taiwan Dollar [1] - TSMC's gross margin for Q2 is expected to remain at 57.9% [1] Company Outlook - TSMC's CEO, C.C. Wei, indicated that while U.S. tariffs have had some impact, demand for AI remains strong and continues to exceed supply [2] - The company forecasts a mid-teens percentage growth in revenue for 2025 [1][2] - TSMC expects full-year revenue growth in USD to be close to the mid-20% range (24%-26%) [2] - The company plans to hold an earnings call on July 17, focusing on order outlook for the second half, capital expenditure plans for 2026, and progress on 2nm process technology [2] - TSMC benefits from the AI boom as the largest chip foundry, producing high-end processors for companies like NVIDIA and AMD [2] - The company announced plans to invest an additional US$100 billion in the U.S., following a previous commitment of US$65 billion for three factories [2]

Group 1 - Samsung is intensifying recruitment efforts for local sales talent in the U.S. semiconductor market, offering competitive salaries, with the highest base salary reaching $320,000 (approximately 2.3 million RMB) for managerial positions [1] - The recruitment includes positions for sales and business development directors and managers, as well as a senior engineering manager for customer quality management, with total annual compensation potentially reaching $400,000 [1] - Samsung has restructured its local sales team and appointed a former TSMC executive to lead U.S. foundry sales, aiming to attract major clients like NVIDIA and Qualcomm [1] Group 2 - Samsung has identified the 2nm process as a core focus for its foundry division, planning to introduce mass production equipment at its Texas facility by early 2026 [2] - The construction of clean rooms at the Texas site has resumed and is expected to be completed by the end of this year, paving the way for subsequent equipment installation [2] - To concentrate resources on the 2nm process, Samsung has postponed the construction of its Pyeongtaek No. 2 fab's 1.4nm test line, with mass production now expected to be delayed until 2028 [2]

Group 1 - TSMC has solidified its leading position in the global foundry market after inventory adjustments at the end of 2022, with high utilization rates in advanced process technologies [1] - The 3nm process has achieved full capacity utilization in its fifth quarter of mass production, driven by strong demand for Apple A17 Pro/A18 Pro chips and other application processors, setting a new record for initial market demand [1] - Future growth is expected to continue due to the introduction of NVIDIA Rubin GPUs and specialized AI chips from Google and AWS, driven by increasing demand in AI and high-performance computing (HPC) applications [1] Group 2 - In contrast, the smartphone market has seen slower initial capacity growth for existing processes like 7/6nm and 5/4nm, with the latter experiencing a resurgence in 2023 due to surging demand for AI acceleration chips [2] - The demand for AI computing chips is accelerating the construction of AI data centers and significantly enhancing the overall capacity of the 5/4nm process [2] Group 3 - The 2nm process is projected to achieve full capacity utilization in its fourth quarter of mass production, driven by dual demand from smartphones and AI applications, aligning with TSMC's strategic outlook [5] - Potential customers for the 2nm technology include Qualcomm, MediaTek, Intel, and AMD, which is expected to maintain high utilization rates for the 2nm process [5] Group 4 - TSMC is investing $165 billion in its Arizona facility to meet growing U.S. consumer demand and mitigate geopolitical risks, with the facility covering 4nm, 3nm, and 2nm processes [11] - The dual-layout strategy enhances TSMC's geopolitical resilience and ensures capacity meets customer demand, particularly in AI and HPC, while maintaining high utilization rates for advanced processes beyond 2030 [11]

Core Viewpoint - TSMC has solidified its leading position in the global foundry market following inventory adjustments at the end of 2022, with high utilization rates in advanced process nodes showcasing its technological superiority [1][4]. Group 1: Advanced Process Utilization - The 3nm process node has achieved full utilization within five quarters of mass production, driven by strong demand for Apple A17 Pro/A18 Pro chips and other application processors, setting a new record for initial market demand in advanced processes [1]. - TSMC's 5/4nm process is experiencing a resurgence in demand, particularly due to the surge in AI accelerator chips like NVIDIA's H100 and B100, which has significantly boosted overall capacity [2][4]. - TSMC's advanced process utilization rates are projected to remain high, with expectations that the 2nm process will reach full capacity within four quarters of mass production, driven by dual demand from smartphones and AI applications [7]. Group 2: Future Developments and Investments - TSMC plans to allocate 30% of its 2nm process capacity to its Arizona facility, enhancing geopolitical resilience while ensuring capacity meets customer demand, especially in AI and high-performance computing [9]. - The company anticipates that the diverse customer base for the 2nm technology, including major players like Qualcomm, MediaTek, Intel, and AMD, will help maintain high utilization rates [7]. - TSMC's investment of $165 billion in its Arizona plant will support advanced process technologies, including 4nm, 3nm, and 2nm, ensuring the company remains at the forefront of the semiconductor industry [9].

三星电子代工（半导体代工）事业部正与英伟达、高通等进行2纳米（nm，1nm为十亿分之一 米）制程的评估工作，以争取相关订单。据分析，随着首次采用"环绕栅极"（GAA）结构的3nm 制程良率趋于稳定，三星正在加快推动技术更为先进的2nm制程客户拓展。由于台积电已成功获 得苹果的应用处理器（AP）与英伟达AI加速器的订单，进一步拉开差距，三星则通过扩大客户 基础，加快追赶步伐。 GAA制程技术是通过四个方向的栅极将电流通道完全包裹，从而最大限度地减少漏电流并提升半 导体性能。相较之下，传统的鳍式场效应晶体管（FinFET）技术仅包裹三面。三星在3nm代工制 程中全球首次引入GAA技术，但由于早期良率不稳和性能提升受限，面临订单困境。 如果您希望可以时常见面，欢迎标星收藏哦~ 来源：内容 编译自 chosun，谢谢。 另据分析，三星首次引入GAA的3nm制程良率已超过60%，为其2nm制程良率的进一步提升打下 基础。2nm制程在保留GAA结构的同时，对3nm技术进行了优化升级。最初，三星在3nm制程良 率提升中遭遇困难，导致使用该工艺的系统LSI事业部Exynos 2500项目搁浅。 三星高层相关人士表示："我们是 ...

4月2日消息，据报道，台积电的2nm制程预计将在2025年下半年正式量产。而在4月份，台积电就已经 开始接受2nm订单。 据供应链消息，台积电的竹科宝山Fab 20厂将率先量产2nm，预计年底月产能可达2.2万片。 国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 不拘中国、 放眼世界 ！ 关注 世界半导体论坛 ↓ ↓ ↓ 同时，高雄Fab 22 P1工厂的进度也提前，现已开始为量产做准备，两大工厂年底的合计月产能预计在3 万片左右。 供应链人士透露，台积电在2nm时代依然占据着绝对的主动权，客户为了确保新品不出差错，不得不耐 心排队等待。 据悉，台积电2nm代工的报价也创下了新高，每片晶圆的价格高达3万美元，因此台积电预计今年的营 收将再增长25%。 目前来看，苹果将是台积电2nm先进制程的第一批客户，而高通、联发科、AMD等大厂也计划采用台 积电的2nm制程。 ***************END*************** 半导体公众号推荐 半导体论坛百万微信群 加群步骤： 第一步：扫描下方二维码，关注国芯网微信公众号。 第二步：在公众号里面回复"加群"，按照提示操作即可。 爆料｜投稿｜合作｜社群 ...

国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 不拘中国、 放眼世界 ！ 关注 世界半导体论坛 ↓ ↓ ↓ 3月31日消息，近日台积电供应链透露，台积电在1.4nm制程推进获得重大突破。 台积电近期已通知供应商备妥1.4nm所需设备，预定今年先进新竹宝山第二厂装设试产线（Mini- line），同时也计划将原订采用2nm制程的宝山晶圆20厂的三厂和四厂，作为1.4nm的生产据点。 此外，台积电今天举行高雄厂 2nm上梁暨三厂动土典礼，展现先进制程根留台湾决心。台积电 2nm生 产据点采南北两地同步进行，新竹宝山厂进度似乎比高雄快，却选在高雄厂举行扩建 2nm仪式，除了 感谢高雄市鼎力相助，也透露台积电先进制程未来生产重心将逐步南移。 根据台积电提出最新的规划蓝图，已将原规划宝山厂（Fab 20）四座 2nm厂的计划，更动为P3及P4厂改 切入 1.4nm；高雄（Fab 22） 2nm则由原规划的P1、P2厂，修正为P1~P3厂，意谓高雄将有至少三座 2nm厂，至于P4、P5厂甫于本月初通过环评，已启动建筑规划、执照申请及现地开工等作业，预计二○ 二七年竣工及申领使照，未来将生产同属 2nm家族的Ｎ２Ｐ、Ｎ ...