TSMC jacks up capital spending
5G growth better than expected
TSMC raised its 2019 capital spending plan by up to $5 billion on Thursday and forecasted a nearly 10 percent rise in fourth-quarter revenue on strong demand for faster mobile chips and 5G smartphones.
It cost one billion dollars to tape out 7nm chip
Economy of scale
After months of investigation and multiple conversations with several fellow engineers, and super C level executives in multiple organizations, we learned that it costs over one billion dollars to tape out a 7nm chip.
AMD's Rome voltage is high
But it is allowed by TSMC
Remember our original Rome story where we wrote that AMD is exceeding TSMC's recommended voltage? It turns out that the story is true, but at the same time, AMD has a special deal with TSMC where the company optimized and allowed a higher voltage for AMD’s Rome.
TSMC strikes back in GloFo legal war
Patent infringement
TSMC has announced it filed multiple lawsuits on September 30, 2019 against Globalfoundries in the US, Germany and Singapore for its alleged ongoing infringement of 25 patents by at least its 40nm, 28nm, 22nm, 14nm, and 12nm node processes.
TSMC coining it in thanks to 7nm
Sales expected to jump by 32 per cent
Augers at market research outfit IC Insights have been consulting the liver of a particularly fat ram and have predicted that TSMC's sales will jump 32 percent year-over-year in the second half of 2019.
Warnings of AMD 7nm chip shortages
Rumours from the Far East
The dark satanic rumour mill has manufactured a hell on earth yarn that there could be supply problems with AMD’s 7nm processors and graphics cards.
Glofo and TSMC’s row might drag down semiconductor industry
Analysts concerned
The spat between GlobalFoundries and TSMC might be yet another factor which will keep the semiconductor industry in the doldrums according to analysts.
GlobalFoundries tries to ban TSMC from US
Could stop the TSMC products coming into the country
GlobalFoundries has sued larger rival TSMC for patent infringement, seeking to stop the defendant’s customers including Apple from importing affected products to the United States and Germany.
TSMC jumps in to save Moore’s Law
2500 mm2 interposer and 5nm N5P EUV to the rescue
Usually, it is Intel which talks about Moore’s Law, but this time our long-time industry friend Godfrey Cheng at TSMC talked about potential and the future of the world’s finest manufacturing facility.
Godfrey Cheng goes to TSMC
Head of Global Marketing
Godfrey sounded surprised when I mentioned that I still remember our first meetings when he was running the marketing for the legendary ATI AllinWonder cards, but at the time in the early 2000s, these were some of the most prominent cards ever created. They could do a TV-out.