Tsmc articles

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TSMC's 2nm wafer prices hit $30,000 as SRAM yields reportedly hit 90%

Apple, Intel, Nvidia, and others line up for next-gen chips
In context: TSMC has steadily raised the prices of its most advanced semiconductor process nodes over the past several years – so much so that one analysis suggests the cost per transistor hasn't decreased in over a decade. Further price hikes, driven by tariffs and rising development costs, are reinforcing the notion that Moore's Law is truly dead.
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TSMC unveils plans for giant AI chips to meet surging compute demands

The big picture: The semiconductor industry is approaching a significant milestone as TSMC prepares to expand the physical scale of its chip packaging technology. At its recent North American Technology Symposium, the company detailed plans for a new generation of CoWoS (Chip-on-Wafer-on-Substrate) technology, enabling the assembly of multi-chiplet processors much larger than those currently in production.
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Intel's $13B foundry loss raises stakes for potential TSMC partnership

Can TSMC save Intel's foundry business?
In context: Once the undisputed leader in semiconductor manufacturing, Intel now finds itself at a critical juncture as its foundry operations face significant financial challenges. It remains uncertain whether a deal with TSMC can rescue Intel's foundry business, but without it the company – better known in its heyday as "Chipzilla" – must find a way to address its manufacturing challenges and financial losses.