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TSMC further solidified its dominance in the global foundry market in the third quarter of 2024, capturing a 64% market share driven by strong demand for its advanced 5nm and 3nm processes, particularly for AI applications. Samsung followed in second place, while SMIC and UMC/GlobalFoundries held the third and fourth positions, respectively. The 3nm process surpassed 7/6nm to become the second most utilized process, driven by strong Apple, Qualcomm, Intel, and MediaTek production. TSMC is poised to further strengthen its leadership with the imminent commercial production of its cutting-edge 2nm process, offering significant performance and power efficiency gains over its predecessor. #TSMC #Foundries #TechGiants #chips #chipmanufacturing #semiconductor #semiconductors #semiconductorindustry #semiconductormanufacturing #foundry #market #AI #3nm #2nm #innovation #technology #business #technologynews

Three Major Foundries and Emerging Forces: The Race to Mass Produce 2nm Chips: With the rapid development of semiconductor technology, 2-nanometer (nm) chips have become the focus of competition among global technology giants. As the world’s largest wafer foundry, TSMC has made significant progress in 2nm technology, while Samsung and Intel face their … Continue reading → #ManufacturingIndustry #UK #US #WebsiteBlog #World

The competition between Samsung Electronics and TSMC is heating up, particularly in the South Korean IC design landscape. According to ZDNet Korea, prominent AI semiconductor companies like FuriosaAI and DeepX are shifting from Samsung to TSMC for their latest chip developments. FuriosaAI, which used Samsung’s 14nm process for its first chip, has adopted TSMC’s 5nm process for its second-gen chip, “Renegade.” This chip is the first in South Korea’s AI sector to feature 2.5D packaging technology, incorporating CoWoS and HBM3 memory. DeepX also transitioned to TSMC’s 12nm process for its latest SoC, “DX-V3,” while Moblinet is using both Samsung and TSMC foundries for its first-gen chip, “Eris,” and second-gen chip, “Regulus.” Industry experts highlight the need for Samsung to improve its services for smaller fabless companies, following TSMC’s lead in building strong partnerships with these firms. TrendForce Corporation reports that TSMC holds 62.3% of the global foundry market, while Samsung’s share is 11.5%. Qualcomm, meanwhile, is considering both Samsung and TSMC for its Snapdragon 8 Gen 5 chip production. Thanks again to TrendForce Corporation for the full article with more background and insights click the source link in the comments below 💡 🙏👇 #Semiconductors #AIChips #TSMC #SamsungFoundry #ICDesign #TechInnovation #ChipManufacturing #FablessCompanies #Qualcomm #TechIndustry #CONNECT #COLLABORATE #COMMUNITY

Will Sub-1nm Chips Be Worth It? ASML's upcoming Hyper-NA EUV machines, capable of producing sub-1nm chips, come with a staggering price tag exceeding USD 724 million per unit. This exorbitant cost has industry leaders like TSMC, Samsung Electronics, and Intel carefully weighing their options. TSMC is exploring multi-patterning techniques to maximize existing EUV equipment and delay high-NA adoption, citing cost concerns. Samsung, initially considering high-NA, is reevaluating its roadmap with Hyper-NA's emergence, potentially skipping high-NA altogether. Intel Corporation, an early high-NA adopter, faced financial challenges, highlighting the cost burden of pioneering these advancements. The industry grapples with the question: Will the pursuit of smaller, more powerful chips justify the astronomical investment? #EUV #ASML #TSMC #Samsung #Intel

Semiconductor Industrial Breaking News 1. The South Korean presidential office issued a statement on May 23, announcing the launch of a chip industry incentive plan with a total amount of approximately US$19 billion to promote the development of South Korea's chip industry. 2. According to Reuters, citing market sources, Samsung latest high-bandwidth memory (HBM) chip has not yet passed the test certification of GPU giant NVIDIA due to heat and power consumption issues. 3. TSMC announced that the U.S. Department of Commerce recently granted TSMC Nanjing factory the status of "certified end user", which means that the Nanjing factory has obtained "indefinite exemption." 4. Huang Yuan-kuo, TSMC senior plant director, pointed out thatTSMC 3nm production capacity this year will more than triple compared to last year, thanks to the demand for HPC, AI and smartphones. But TSMC is still working hard to meet customer needs, and the rapid increase in advanced process production capacity also faces challenges. 5. Melexis recently introduced the MLX90427 to its magnetic position sensor portfolio, which is tailored for embedded position sensor applications requiring a high level of functional safety. 6. Murata announces ISO 26262 certification for functional safety in automotive applications. 7. According to reports, Marvell has seen its workforce and operations in Vietnam grow over the past year, ever since the company announced plans to expand its R&D, engineering and design activities in the country. 8. Siemens announced that it will sell its Innomotics motor drive business to KPS (KPS Capital Partners, LP), a private equity group, for 3.5 billion euros (approximately US$3.812 billion). The transaction is expected to be completed in the first half of fiscal year 2025 . 9. AMD CEO Lisa Su: Increase energy efficiency to 100 times that of 2014 within 3 years! #semiconductor #electroniccomponents #chips #ics #mcu #mpu #gpu #microcontroller #memory #Flash #SRAM #DRAM #FRAM #EEPROM #SSD #DDR #EMMC #logic #mosfet #igbt #fpga #sensor #st #stmicroelectronics #TI #texasinstruments #renesas #intersil #powerintegrations #nuvoton #winbond #gigadevice #gd #wafer #GaN #SIA #Samsung #NVIDIA #TSMC #AI #artificialintelligence #robotics #robot #drones #smarthomes #smartcities #smartbuildings #hpc #pc #automotive #vehicles #auto #cars #ev #electricvehicles #electriccar #adas #infotainment #renewableenergy #pv #solarinverters #powersupply #bms #China #Americas #Japan #Europe #US #southkorea #eu #emea #apac #southeastasia #geopoliticaltensions #geopolitics #russiaukrainewar #tradesanction #tradewar #HBM #GPU #NVIDIA #3nm #HPC #smartphones #Melexis #Murata #automotive #Marvell #Siemens #KPS #AMD

#Rapidus to supply cutting-edge 2-nm chip samples to Broadcom Japanese chipmaker Rapidus Corporation plans to supply a cutting-edge 2-nanometer product prototype to U.S.-based Broadcom as early as June, as part of its push to secure major customers ahead of mass production of such technology, Nikkei has learned. Established in 2022, Rapidus aims to churn out #chips designed by customer companies, similar to the business model of TSMC (Taiwan Semiconductor Manufacturing Co.), the world's biggest contract #semiconductor producer. Rapidus plans to start making a 2-nm chip prototype in April, with its maiden plant set to begin mass producing such #technology in 2027. Broadcom, the fifth-largest player in the global #semiconductorindustry, is a fabless company that focuses on design and development without having its own #manufacturing plant. Thanks again to RYO MUKANO and Nikkei Asia for the full article with more background and insights via the link below 🙏💡👇 https://lnkd.in/eeKFy_HA #semiconductormanufacturing #technology #tech #mobile #innovation #chip #chips #foundry #ai #aiot #smartphones #semiconductors #ic

Samsung Electronics made history by achieving the world's first successful mass production of 3nm foundry in Jun 2022. Meanwhile, TSMC is gearing up confident in its 2nm process, aiming to attract more customers than the 3nm process. Recent rumors about TSMC delaying its 2nm process are linked to the innovative "Gate-All-Around (GAA)" technology. This technology, pioneered by Samsung Electronics in the 3nm process, significantly reduces leakage current in transistors, boosting chip power efficiency. TSMC's Vice President highlighted the remarkable success, stating that the yield when implementing GAA has already hit 90% of the target. Surely these exciting advancements are shaping the future of semiconductor technology... #tsmc #samsung #techgiants #foundries #chips #chipmanufacturing #semiconductor #semiconductors #semiconductormanufacturing #semiconductorindustry #innovation #technology #technologynews

The semiconductor industry is witnessing a surge in foundry capacity expansion, particularly in advanced nodes, driven by the AI boom and robust HPC demand. TSMC is leading the charge with the imminent launch of its Arizona fab and continued investments in Taiwan. Intel and Samsung are also ramping up production, albeit facing challenges and delays. Notably, Japan's Rapidus is making strides in 2nm development, aiming for trial production as early as April 2025. This period promises to be a pivotal time for the global foundry landscape as competition intensifies and innovation accelerates. #TSMC #Intel #Samsung #Rapidus #GlobalFoundries #Foundries #Foundry #capacityexpansion #advancednodes #chips #Chipmanufacturing #semiconductor #semiconductors #semiconductorindustry #semiconductormanufacturing #AI #HPC https://lnkd.in/duCEsZis

Micron Technology's Strategic Moves Challenge Samsung Electronics and SK hynix in #Semiconductor Race 💡 In November 2022, #Micron Technology made waves in the #semiconductorindustry by announcing the completion of its #LPDDR5X development using the world's first 10-nanometer-class 1β (beta) process. This breakthrough positioned Micron a generation ahead of industry giants #Samsung Electronics and #SKHynix. Fast forward to the first quarter of this year, Micron's strategic advancements paid off as it recorded a #DRAM market share of 21.5%, the only one among the top three to increase its share, thereby narrowing the gap with its competitors. On June 3 at Asia's largest IT exhibition, “Computex 2024,” held in #Taipei, Taiwan, NVIDIA unveiled the mass-produced product of its next-generation #AI #superchip, the 'GB200', to a select group of domestic and international journalists. The #GB200, which combines two #Blackwell #GPUs with an #NVIDIA-designed #CPU based on the #Arm architecture, is set to be released by the end of this year and is priced at over $70,000 per unit. Despite its hefty price tag, the demand for the GB200 is so high that it is difficult to obtain. During the unveiling, NVIDIA covered the #GPU of the GB200 with a case, leaving the supplier of the 5th generation high-bandwidth memory (#HBM3E) undisclosed. However, it was revealed that the CPU and #memory #semiconductor at the bottom of the GB200 chip were supplied by Micron. This collaboration underscores Micron's significant strides in the #semiconductor market. Thanks again to Kim Eun-jin and BusinessKorea for the full article with more background and insights via the link below 💡🙏👇 https://lnkd.in/ePicrQ3v #semiconductors #semiconductormanufacturing #technology #tech #it #datacenter #hbm #foundry #innovation #usa #taiwan #geopolitics #ai

#Samsung, #SKHynix and #Micron Ramp Up #HBM Production, Reportedly Doubling Output Next Year 🤩 According to a report from Commercial Times, SK hynix, Samsung Electronics, and Micron Technology, the world’s top three #memory #manufacturers, are actively investing in high-bandwidth memory (#HBM) capacity expansion plans. Industry sources cited by the same report estimate that by 2025, the additional production will reach approximately 276,000 units, bringing the total capacity to 540,000 units, an annual increase of 105%. Regarding the latest developments in #HBM, TrendForce Corporation indicates that HBM3e will become the market mainstream this year, with shipments concentrated in the second half of the year. Currently, SK Hynix remains the primary supplier for HBM, along with Micron, both utilizing 1beta nm processes and already shipping to NVIDIA. Samsung, using a 1alpha nm process, is expected to complete qualification in the second quarter and begin deliveries mid-year. Thanks again to TrendForce Corporation for the full article with more background and insights via the link below 🙏💡👇 https://lnkd.in/eFJXY9xR #semiconductorindustry #semiconductors #semiconductor #technology #tech #innovation #chip #chips #ic #southkorea #usa #geopolitics #ai