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Forum Taiwan Semiconductor Manufacturing Company (TSMC) geopend

420 Posts
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  1. forum rang 10 nine_inch_nerd 12 juni 2025 20:03
    Vast ritueel daar..
    6.4 Quake Shakes Taiwan, But TSMC and UMC Keep Chipmaking Steady
    Despite a strong 6.4 quake shaking eastern Taiwan, chip giants TSMC and UMC confirmed all fabs are operational. No damage or downtime reported, protecting global tech supply chains.
  2. forum rang 10 nine_inch_nerd 14 juni 2025 14:51
    Goldman Sachs identifies three positive catalysts for TSMC
    1. Significant yield improvements at downstream assembly or ODM manufacturers, reducing the likelihood of substantial cuts to AI-related orders.
    2. Projected continuous revenue growth in US dollar terms of 26.3% and 14.1% for this year and next year, respectively, driven primarily by 3nm and 2nm processes. Processes below 7nm are expected to rise from 68% last year to 79.3% next year.
    3. Development challenges for Samsung and Intel in advanced process nodes provide TSMC favorable conditions to raise prices for CoWoS and advanced processes by approximately 3%–5% next year. Gross margins for this year and next year are forecasted to remain strong at 56.8% and 54.7%, respectively, in line with the long-term profitability target above 53%.

    money.udn.com/money/story/5607/880337...
  3. Verit 15 juni 2025 14:57
    Ondanks alle heisa in de wereld en de chipsector, lijkt TSM sterk te staan en heel goed om te gaan met alle veranderingen.
  4. forum rang 10 nine_inch_nerd 16 juni 2025 15:45
    Ter info.

    TSMC just wrapped its first chip production run in Arizona for AAPL, AMD, and NVDA, with over 20,000 wafers made, according to Commercial Times. Nvidia’s Blackwell GPUs, Apple’s A16 chips, and AMD’s EPYC CPUs were all part of this initial batch.
  5. forum rang 10 nine_inch_nerd 18 juni 2025 07:29
    TSMC could raise its 2025 sales guidance to growth of 27%-29% when it reports earnings in July, from 25% now due to the strong AI trend, media report, citing a note from investment bank Morgan Stanley, but warned TSMC’s gross margin could fall to 55%-56% from prior expectations of 58%-59% due to the strengthening Taiwan dollar.
    www.ctee.com.tw/news/20250618700065-4...
  6. forum rang 10 nine_inch_nerd 18 juni 2025 07:30
    SemiVision:
    In response to this I/O revolution, TSMC has announced a strategic partnership with U.S.-based optical interconnect startup Avicena, focused on developing microLED-based chip-to-chip optical communication technologies.

    This collaboration marks TSMC’s official entry into the use of Micro LED beyond display applications, opening a new dimension for advanced packaging and photonic-electronic co-design. By combining Avicena’s innovative LightBundle microLED optical engine with TSMC’s industry-leading advanced integration platforms — including SoIC, InFO, and CoWoS — the two companies are charting a bold path from the limitations of “copper walls” to a future defined by “light walls.”
  7. forum rang 10 nine_inch_nerd 18 juni 2025 07:51
    TSMC Taiwan Kaohsiung factory is going well. Finally, Kaohsiung. Below is the quote.
    Construction of TSMC's (2330) Kaohsiung fab is proceeding as scheduled. The P1, P2, and P3 fabs are expected to begin mass production in 2025 and 2026, respectively, and the annual sales revenue of the six major parks under the Southern Science and Technology Bureau is expected to reach 3 trillion yuan.

    money.udn.com/money/story/11162/8811265
  8. forum rang 6 Lieutenant Price 20 juni 2025 16:58
    TRUMP ADMIN PREPARES ACTION TARGETING CHIP PLANTS IN CHINA - WSJ

    "The U.S. is considering revoking waivers that let Samsung, SK Hynix, and $TSM use U.S. tech in their Chinese chip plants without individual licenses. The move is part of a broader tech crackdown."

    x.com/wallstengine/status/19360727932...
  9. forum rang 6 Pac-Man 28 juni 2025 13:50
    www.trendforce.com/news/2025/06/27/ne...

    Begin juni, TSMC-voorzitter C.C. Wei bevestigde dat de vraag naar chips die worden gebruikt in humanoïde robots snel groeit. Volgens het Economic Daily News projecteert TSMC dat er tegen 2030 1,3 miljard AI-robots zullen worden ingezet, waardoor een markt ter waarde van $ 35 miljard ontstaat. Dit aantal zal naar verwachting stijgen tot 4 miljard in 2050, waaronder 650 miljoen humanoïde robots, voegt het rapport eraan toe.

    Volgens Commercial Times onthullen bronnen in de toeleveringsketen dat NVIDIA's Jetson Thor-chip - die de Blackwell-architectuur bevat en tot 300 TOPS AI-vermogen levert - waarschijnlijk is gebouwd op het 4nm-proces van TSMC. Op de GTC-conferentie kondigde NVIDIA aan dat Jetson Thor, centraal in het groeiende humanoïde robotecosysteem, in juni 2025 zal worden gelanceerd.
  10. forum rang 10 voda 10 juli 2025 08:14
    TSMC boekt minder omzet in juni
    10-jul-2025 08:10

    Dit jaar al omzetstijging van 40 procent.

    (ABM FN-Dow Jones) Taiwan Semiconductor Manufacturing Company heeft in juni flink minder omzet geboekt dan een maand eerder. Dit bleek donderdag uit cijfers van de Taiwanese fabrikant van halfgeleiders.

    In juni boekte TSMC een omzet van 263,7 miljard Taiwanese dollar, 17,7 procent minder dan in mei. Op jaarbasis steeg de omzet evenwel met 26,9 procent.

    In de eerste zes maanden van dit jaar steeg de omzet van TSMC met 40,0 procent ten opzichte van dezelfde periode in 2024, naar een totaal van bijna 1,8 biljoen Taiwanese dollar.

    TSMC is een belangrijke afnemer van de Nederlandse chipmachinefabrikant ASML.
  11. forum rang 10 nine_inch_nerd 14 juli 2025 08:15
    Great preview for upcoming TSMC Q2 earnings by Dan Nystedt (op X)

    TSMC will host its 2nd quarter investors’ conference Thursday (7/17) in Taipei, and investors want to know: (based on media reports).
    1. 2nd quarter results and Q3 outlook
    2. Semiconductor industry outlook
    3. AI chip demand and potential for further growth
    4. Impact of the strong Taiwan dollar
    5. Impact of, and how to deal with US tariffs
    6. Q3 outlook seen conservative due to Taiwan dollar, US tariffs
    7. TSMC seen raising 2025 revenue growth to near 30% from 25% now
    8. 5-year sales CAGR 20% now, will TSMC raise?
    9. TSMC capex plan update
    10. TSMC 2026 capex seen $40 to $45 billion
    11. CoWoS capacity planning for 2025 and 2026
    12. TSMC pricing strategy for 2026
    13. 2nm progress, mass production, customer wins
    14. US fab expansion
    15. Gross margin outlook
    16. Advanced process technology and advanced packaging technology updates and time tables
420 Posts
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