If you had to sum up the second half of 2022 and the first half of 2023 from the perspective of the semiconductor industry, it would be that we made too many CPUs for PCs, smartphones, and servers and we didn’t make enough GPUs for the datacenter. …
Given the exorbitant demand for compute and networking for running Ai workloads and the dominance of Taiwan Semiconductor Manufacturing Co in making the compute engine chips and providing the complex packaging for them, you would think that the world’s largest foundry would be making money hands over fist in the second quarter. …
Every three years or so, Taiwan Semiconductor Manufacturing Co has a personal recession. …
When Taiwan Semiconductor Manufacturing speaks, the datacenter sector of the IT industry listens because, with few exceptions, this foundry etches the compute, networking, and storage engines that power the datacenter. …
Taiwan Semiconductor Manufacturing Co is the world’s largest and most advanced producer of semiconductors, and is therefore a “bellwether” for the semiconductor industry and, in turn therefore, a leading indicator of the entire IT sector that depends so heavily on semiconductors as its key driver. …
The 3D stacking of chips has been the subject of much speculation and innovation in the past decade, and we will be the first to admit that we have been mostly thinking about this as a way to cram more capacity into a given compute engine while at the same time getting components closer together along the Z axis and not just working in 2D anymore down on the X and Y axes. …
When the hyperscalers, the major datacenter compute engine suppliers, and the three remaining foundries with advanced node manufacturing capabilities launch a standard together on Day One, this is an unusual, significant, and pleasant surprise. …
Not every manufacturing node comes out perfectly and not every one comes out on time, but in the past decade and a half, Taiwan Semiconductor Manufacturing Co, the world’s largest and most technologically advanced etcher of chips in the world, has done far better than any of its few remaining peers to push the chip manufacturing envelope while also maintaining consistent and profitable production of older nodes. …
If you are a designer of chips based on the most advanced processes available from Taiwan Semiconductor Manufacturing Company, and your roadmap is based on the company’s continuing progress and prowess in pushing Moore’s Law to the limit, then not only is the future in your roadmaps being pushed out, but you are going to have to pay more for whatever chips you are making now and, we suspect, the chips you are depending on for your business in the future. …
Back in March, when we wrote up Intel’s Integrated Device Manufacturing 2.0 strategy put forth in the vaguest of terms by then-new chief executive officer Pat Gelsinger, we quipped that Intel might be wishing as it launches Intel Foundry Services that it had some of its older fabs around with which to build a client base. …
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