Daniel Lin’s Post

🔥 Rumors suggest that TSMC is ramping up its new CoWoS facility in Taiwan to meet the soaring demand from AI giants like NVIDIA - as its facility in Southern Taiwan is currently undergoing environmental impact assessments, accelerating equipment procurement! 🔎 Moreover, given the apparent inadequacy of the existing CoWoS facilities, TSMC is reportedly exploring additional land for potential expansion. 💡 Explore further details about TSMC's rumored CoWoS facility here: https://buff.ly/4bX709N 🔗 #TSMC #CoWoS #Taiwan

#SKhynix, #TSMC, and #NVIDIA Reportedly Forge Alliance to Develop Next-Generation #HBM Memory leader #SKHynix is forging a closer partnership with industry giants #TSMC and #NVIDIA, according to a BusinessKorea report. The announcement is expected at the upcoming Semicon Taiwan exhibition in September. This collaboration builds upon a long-standing relationship between SK Hynix and TSMC. In 2022, TSMC established the OIP #3DFabric Alliance, specifically targeting partnerships in memory and packaging technologies. During the alliance launch, SK Hynix emphasized its close cooperation with TSMC on previous and current high-bandwidth memory (#HBM) iterations. This collaboration ensures compatibility with CoWoS processes and HBM interconnectivity. Check full insights via the link below https://lnkd.in/gkY7_Tmf

Were you unable to attend the Manufacturing@MIT Distinguished Speaker Series with TSMC Founder, Morris Chang? View the full talk here: https://lnkd.in/dHJuZQDj Dr. Morris Chang SB ’52, SM ’53, ME ‘55, founder and former chairman and CEO of TSMC, spoke about his extraordinary career, the evolution of the semiconductor industry, and TSMC’s transformative impact on it.

https://lnkd.in/gfkWh8hA A tale of two logic foundry markets. It's interesting that while SMIC is signalling oversupply and weak demand, TSMC is more or less sold out on the bleeding edge process nodes and the company increased billing by 60% in April. It seems to make sense since markets like automotive have been slowing down at the same time as the datacenter/AI/HPC segment is still booming and the smartphone and PC markets are seeing a rebound. As for myself, I am holding on to my TSMC shares... #semiconductors #foundry #tsmc

SK Hynix and TSMC have announced a strategic partnership aimed at boosting High Bandwidth Memory (HBM) technological leadership, as reported by EnterpriseTalk. This collaboration between two giants in the semiconductor industry signifies a concerted effort to drive innovation and advancements in memory technology. By combining SK Hynix's expertise in memory solutions with TSMC's leading-edge semiconductor manufacturing capabilities, the partnership aims to push the boundaries of HBM technology. The initiative underscores the importance of collaboration in driving technological breakthroughs and meeting the increasing demand for high-performance memory solutions. https://lnkd.in/g5dywWZs #SKHynix #TSMC #HBM #SemiconductorIndustry #TechnologyPartnership #Innovation #MemoryTechnology #Collaboration #TechAdvancements #HighPerformanceMemory #UnderstandingEnterpriseTech #EnterpriseTechnologyNow #EnterpriseTechnologyToday

Allocating 10% of CapEx to Advanced packaging does not sound ambitious unless you are TSMC. The Foundry 2.0 Strategy (yawn) is a frontal attack on the Outsourced Assembly and Test (OSAT) market, which is less capital-intensive than the Foundry market. TSMC's Advanced Packaging CapEx for 2024 is at the same level as the CapEx of the top 5 spenders in the OSAT market. Intel also has a 2.0 Strategy for conquering the Foundry market, which will probably be followed by a 3.0 Strategy for winning the packaging market. #TSMC #OSAT #Semiconductor https://lnkd.in/gBbxTrv6

TSMC Q4 FY23: • Revenue -2% Y/Y to $19.6B ($0.1B beat). • Gross margin 53% (-9pp Y/Y). • Operating margin 42% (-10pp Y/Y). • Capex $5.2B. • EPADR $1.44 ($0.05 beat). 3nm and 5nm were 15% and 35% of revenue, respectively. For more on TSMC and other leading players in the semiconductor space, check out our massive report on the industry. 👉 https://lnkd.in/gsjh-bBK

Exciting developments are taking place in the world of semiconductor technology! Leading players in the industry, including TSMC and GF, are pushing for the integration of emerging non-volatile memories (NVM) into production. To ensure European semiconductor companies are at the forefront of this cutting-edge technology, we need to gain a comprehensive understanding of the underlying physical mechanisms driving these emerging NVM devices. This endeavor is made possible through the support of the IPCEI program (https://www.ipcei-me.eu/), a European initiative aimed at developing European semiconductor leadership.

🚀📈History of Taiwan Semiconductor Manufacturing Company (TSMC)🔍| #thillaithetechie ✅ Founding and Vision: Understand TSMC's origins in 1987 and the vision of founder Morris Chang. ✅ Innovation Milestones: Track significant technological advancements and product launches. ✅ Market Impact: Evaluate TSMC's influence on the global semiconductor industry. ✅ Strategic Partnerships: Learn about key collaborations and how they shaped TSMC's growth. ✅ Financial Performance: Review financial reports for insights into TSMC's stability and profitability. ✅ Corporate Culture: Discover the values and workplace environment driving TSMC's success. 🌟 Knowing these aspects will give you a comprehensive view of TSMC's journey and achievements! #semiconductor #tsmc #history

If you're interested in the chip history, this talk by TSMC's legendary founder Morris Chang is a must-watch. His talk ranges from a little history (Texas Instruments, Fairchild, etc.), why TSMC is so successful, to lessons going forward. (An aside: I've said in the past that TSMC should not try to build fabs in the United States or most other Western countries (or India), and Chang provides some insight into why. Oddly enough, it's TSMC that seems to be operating in contradiction with their founder's own advice by trying to build in Arizona and India, among other places. It won't work. These places don't have the right culture, talent, or infrastructure in place. I would expect most of the next wave of successful fabs to be in Southeast Asia.)