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TSMC plans to charge customers more for chips made outside Taiwan

Taiwan Semiconductor Manufacturing Company plans to charge customers more for making their chips outside of Taiwan, as global capacity expansion, power costs and increasingly complex cutting-edge technologies weigh on its profitability.


www.ft.com/content/ef8e2dd6-9e19-4997...
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SK Hynix partners with TSMC to develop advanced AI chips
Asian chipmakers aim to supply next-generation high-bandwidth memory for Nvidia
asia.nikkei.com/Business/Technology/S...
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Overzicht...

CHIPS Act money is starting to move, but it’ll take years to see results
Daniel Howley Sun, Apr 21, 2024
finance.yahoo.com/news/chips-act-mone...
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Voorbeurs US en futures Nasdaq zien er prima uit. Herstel na dipjes vorige week blijft gehandhaafd. Op naar 15:30u.
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TSMC aims to produce ultra-advanced 1.6-nm chips by 2026
Taiwan chip titan aims to secure leading position and capture AI demand
asia.nikkei.com/Business/Tech/Semicon...
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Bron: X

Record backlog in Q1 for Samsung's foundry, guiding for double digit quarter on quarter growth in Q2:

"Advanced technologies such as 3- and 2-nanometer are under development smoothly. And in particular, yield of our 4-nanometer technology has been stabilized and significantly expanded product offer of Tier 1 customers. Thanks to this improvement in advanced technologies, we achieved our highest-ever order backlog for the first quarter.
In the second quarter, amid a likely gradual recovery in market conditions, the winding down of inventory adjustment at customers and increases in our line utilization should lead sales to rebound and reach double-digit quarter-to-quarter growth after bottoming in the first quarter. In addition, we will strive to keep expanding business in advanced technologies by completing the development of 2-nanometer design infrastructure and preparing for 3D IC-based 4-nanometer technology."

Samsung's roadmap to compete with TSM and INTC
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