Episodes

  • Chip Supply Chain Shake-Up: Chinese Firms Turn to Samsung, TSMC's High-NA EUV Plans Unveiled

    Chip Supply Chain Shake-Up: Chinese Firms Turn to Samsung, TSMC's High-NA EUV Plans Unveiled
    Jul 31 2024
    Chinese companies are turning to Samsung for chip orders due to concerns related to the US elections. Meanwhile, TSMC is planning to incorporate high-NA EUV tools for the production of its A14P chips starting in 2028.
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    7 mins
  • TSMC Insights: 3D Chip Packaging, 2nm Facility Progress, and Moore's Law Debate

    TSMC Insights: 3D Chip Packaging, 2nm Facility Progress, and Moore's Law Debate
    Jul 29 2024
    TSMC exec emphasizes that the viability of Moore's Law is secondary to continued technology scaling, highlighting the role of 3D chip packaging in driving advancements. Despite Typhoon Gaemi, the most powerful typhoon to hit Taiwan in eight years, construction of TSMC's 2nm facility in Kaohsiung remains on schedule.
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    8 mins
  • TSMC Leading the Charge: Beyond AI Hype and the Importance of IC Backend with ASEH

    TSMC Leading the Charge: Beyond AI Hype and the Importance of IC Backend with ASEH
    Jul 28 2024
    TSMC's recent performance demonstrates that it is not just riding the wave of AI hype but is also significantly contributing to its development. The launch of TSMC Foundry 2.0 underscores the increasing significance of integrated circuit (IC) backend processes, as highlighted by ASEH.
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    8 mins
  • TSMC: Driving AI Innovation Amid Global Challenges and Political Pressures

    TSMC: Driving AI Innovation Amid Global Challenges and Political Pressures
    Jul 25 2024
    TSMC's Latest Results Show Its Role as an AI Innovator
    Despite high costs and criticism from former President Trump, TSMC remains steadfast and on track with global chip mass production. The company's latest results underscore its position not just as a beneficiary of the AI boom, but as a key creator in the field.
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    8 mins
  • Global Tensions and Economic Ripples: Trump's Taiwan Ultimatum & Weak China Demand Impact Taiwan's Exports

    Global Tensions and Economic Ripples: Trump's Taiwan Ultimatum & Weak China Demand Impact Taiwan's Exports
    Jul 24 2024
    President Trump has stated that the U.S. will not intervene if China invades Taiwan unless Taiwan compensates for American protection. Concurrently, Taiwan's June export orders have fallen short of expectations, with a notable decline in demand from China.
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    8 mins
  • Tech Turmoil: Chip Stocks Plunge Amid China Trade Woes and Trump’s Taiwan Remarks, TSMC Takes a Hit

    Tech Turmoil: Chip Stocks Plunge Amid China Trade Woes and Trump’s Taiwan Remarks, TSMC Takes a Hit
    Jul 21 2024
    Chip stocks shed $480 billion in market value amid concerns over China trade relations and comments from former President Trump regarding Taiwan. Despite raising its 2024 revenue forecast, TSMC shares declined nearly 2%.
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    7 mins
  • Chip Wars: ASML's Rollercoaster and a $480 Billion Shakeup Over China Trade Fears

    Chip Wars: ASML's Rollercoaster and a $480 Billion Shakeup Over China Trade Fears
    Jul 19 2024
    Chip stocks have experienced a significant decline, losing $480 billion in value due to concerns over U.S.-China trade relations and recent comments by former President Trump regarding Taiwan. Although ASML's stock saw a 49% increase in 2024, it faced downward pressure amid fears of potential Chinese export restrictions.
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    7 mins
  • TSMC's Earnings Insights & Future Tech: What the iPhone 18 Pro Means for 2nm Processors

    TSMC's Earnings Insights & Future Tech: What the iPhone 18 Pro Means for 2nm Processors
    Jul 18 2024
    Title: TSMC Reports Earnings This Week: What to Expect

    Description: Taiwan Semiconductor Manufacturing Company (TSMC) is set to release its earnings report this week. Investors and tech enthusiasts are eager to hear updates, particularly regarding the company's future innovations. Notably, the highly anticipated 2nm processor is projected to debut with the iPhone 18 Pro, offering a glimpse into the future of semiconductor technology.
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    7 mins