TSMC

TSMC is going to upload the price of its chips wafers 10% in 2025. And users will not be able to dodge this blow

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Just a week ago we told you that Nvidia has decided Increase the price of your GPU for games between 5 and 10%. And that of his chips to artificial intelligence (AI) up to 15%. This decision is the result of The multiple crises to which the company led by Jensen Huang and a business strategy that seeks to protect its benefits in a moment of uncertainty. But first of all it has been promoted by the increase in TSMC prices. This Taiwanese semiconductor manufacturer, The Major on the Planethas increased the price of its most advanced nodes and its customers will spread this increase throughout the entire production, distribution and sale chain. Nvidia is one of them, but it is important that we do not overlook that in the TSMC client portfolio they also break through Apple, AMD, Qualcomm, MediaTek, Broadcom or Intel, among many other companies. The TSMC leadership position protects its competitiveness from price increases It is a fact: TSMC is going to raise the price of your wafers by 10% for 2025. This information It has been circulating for several weeks by the Asian media specialized in the semiconductor industry, and at the situation of current uncertainty that has triggered the commercial warfth that Eeuu and China is perfectly credible. It is not yet clear what nodes will be affected by the climb, but it is reasonable to assume that little by little it will reach all TSMC avant -garde integration technologies. Presumably the US government will activate in July, after a 90 -day suspension, its tariffs on imported chips This context invites us to ask ourselves what has caused CC Wei and the directive dome of this company to make this decision, and in all likelihood there is no single reason. However, and from this we can be safe, TSMC, NVIDIA and most of the companies directly involved in the semiconductor industry foresee that The US government will activate in Julyafter a 90 -day suspension, Your tariffs on imported semiconductors. As we have just seen, many of the TSMC clients are US companies. This Taiwanese company is developing Your production infrastructure Within the US with the purpose of protecting their administration tariff business, but for the moment almost all its integrated avant -garde circuits leave their Taiwan plants. And future tariffs will increase them when entering the US. In addition, make chips in the country led by Donald Trump It’s more expensive than doing it in Taiwanso it would be unrealistic to assume that The price of wafers TSMC will moderate when its new Arizona plant begins to manufacture large circuits integrated in the N4 node (5 Nm) on a large scale. Image | TSMC More information | Phone Arena In Xataka | TSMC is willing to take control of Intel chips factories. What you don’t want is to do it alone

Byd set out to win the electric car race. And then a TSMC factory went on sale

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Build your dreams. That is the message after the acronym for Byd (“Build Your Dreams”, in English), the electric car manufacturer that is becoming absolute leader of the market. Only in 2024 he distributed 4.27 million electric cars and plug -in hybrids, 2.5 times more than Tesla (1.7 million). Its market domain is currently imperial. It is remarkable that unlike other electric car manufacturers, ByD is responsible for manufacturing practically all the critical components of those vehicles. Not only batteries, but electric motors, chassis and, attention, semiconductors used in such vehicles. It does it through semiconductor byd, which As Nomad Semi points out It is one of its most important divisions after its subsidiary Findreams Battery, in charge of manufacturing the batteries. The company was founded in 1995 by Wang Chuanfu and initially focused on the development of rechargeable batteries. In 2003 he already sold more than anyone in that sector, and that was when it was introduced into the car industry when buying the Xi’an qinchhuan Automobile Company. But before something unique happened. When TSMC decided to sell one of its factories Just a year earlier, in 2002, a semiconductor Byd, a division was created Fables “Chips said, but delegated her manufacture in other companies (Foundries) – destined to develop integrated circuits for protects their batteries and thus avoid overheating or overloads. In 2004 TSMC made the decision to close Fab 1its first manufacturing plant, and in 2005 it ended up selling all the equipment and were used for a fable of six -inch silicon wafers (popular in the 1990s, but already somewhat obsolete) of the manufacturer semiconductor symptoms. This company licensed TSMC patents and also had engineers who had previously worked for that firm. Things did not just go well and Ningo Sinomos went through economic difficulties. Byd took the opportunity and bought this company for 29 million dollars. The company founded by Wang was already involved in the development of electric cars and made a remarkable leap here: to be able to develop its own chips, it went from being a company without its own production (Fables) to an IDM (integrated device manufacturer) that I had control of all phases of the development of its chips, from design to production. Chips everywhere Since then, Byd’s activity accelerated and expanded its product catalog. Thus, they developed chips to manage the management of the electricity supply (IGBTS, MOSFETS, DIODES, Integrated Current Circuits), but also microcontrollers (MCU), sensors (temperature, pressure, position, current) and optolectronic chips (photodetector, octoacopladores, etc.). Source: Nomad Semi Among them, The most outstanding are IGBTS (Insulated Gate Bipolar Transistor). These are specially important components for current investment systems, acting as electronic switches that help in the process of passing continuous current that batteries provide to the alternating current needed by electric motors. Byd Semiconductor began to develop its first IGBT chips in 2005, and since then it has been creating new and better versions. Its most recent IGBT 6.0 chips were launched in 2022 and are almost as good as the most advanced competitors such as Infineon. That has allowed Byd to become the most important IGBT provider for Chinese manufacturers. Their advances with the aforementioned IGBTS are an important example of the growth of the division: Semiconductor ByD already has various subsidiaries and factories that produce 8 and 12 inches wafers, much more modern and that have allowed to create increasingly advanced chips. New developments for autonomous driving and supervoid load In fact, in November 2024 They announced A collaboration with TSMC and Mediatek for the development of two new chips. One of them, For its autonomous driving systems/driving assistance, is the future substitute for those used so far in their vehicles (Nvidia Orin and Horizon Robotics J6E), and offers a Autonomous Level 3. Interior of the Byd Atto 2 The second is the Byd9000, a chip with 4 Nm photolithography based on the MediaTak Dimensity 9000 and is oriented to advanced infotainment systems. But there are more examples, and one of them is in the developments Silicon carbide -based that for years are increasingly important in electric cars. Byd has been working with this type of material for some time and in fact in March 2025 he presented his super and platform, a system that provides Superápida load in electric vehicles allowing loads of 100 kWh batteries in just 6 minutes. This achievement occurred thanks to the development of specialized chips of 1,500V by the semiconductor byd, which for the first time can apply them in the automotive industry. These chips are capable of managing a greater voltage, and in front of traditional electric vehicles that use 400 and 800 volts systems allow to reduce energy losses and make possible faster loads. Good news for byd, bad for the rest He Silent boom of semiconductor ByD as a supplier of this type of chips can generate a trend among other car manufacturers, which so far have delegated that part of the business in specialized companies such as Infineon, NXP, ONSEMI, Texas Instrumental or Renesas. All of them dominate the semiconductor market for the automotive industry, but things could change. Especially since electric cars use many more components of this type than combustion motor cars, and that makes the vertical integration through which Byd (almost everything in their cars they manufacture it) is especially interesting for manufacturers. Nomad Semi analysts believe that NXP, ONSEMI and INFINON are the ones at risk They are for that trend. According to their data, the car industry represents half of its sales, but also the income in China are especially important for the aforementioned and renesses. Are we therefore facing a new semiconductor giant? Of course, not in the broad sense of the word: Semiconductor ByD focuses completely on the chips and components destined for its vehicles, but of course that frantic growth of Byd growth in the electric car industry can put very difficult things to its rivals in this sector. Image | Byd | Wikimedia In Xataka … Read more

TSMC will manufacture its best chips on American soil, although presumably they will be 30% more expensive

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Taiwan’s silicon shield It has definitely fallen. The government of this island was determined to protect its economic interests preventing TSMC from manufacturing integrated circuits abroad using your most advanced lithography nodes. This plan entered into conflict with the expansionist strategy of the semiconductor manufacturer most important on the planetespecially at a juncture in which the US is forcing the displacement of chips manufacturers to their own territory. “Since Taiwan has regulations that seek to protect their own technologies, TSMC cannot produce 2 nm chips abroad today,” Jw Kuo saidMinister of Economic Affairs of Taiwan, on November 8 during a meeting of the Taipéi Economy Committee. “Although TSMC PLANS MANUFACTURE 2 NM CHIPS Abroad in the future, its central technology will remain in Taiwan. “ Kuo’s statements reflected at that time that TSMC could not produce integrated 2 Nm circuits in the US or Europe until it was ready its lithography A14 (1.4 Nm). From that moment the latter would remain in Taiwan and could move the production of 2 Nm chips to other countries. For TSMC this restriction was a problem. And it was because the demand for its most advanced integrated circuits is very high because of the undoubted success that semiconductors are having for applications of artificial intelligence (AI). Chips manufactured by TSMC in the US will be 30% more expensive, according to Walter Bloomberg Finally, the Taiwan government has moderated its protectionist strategy. Jw Kuo He pronounced again In the middle of last January to declare that TSMC may produce 2 Nm chips in its US plants, although the Taiwanese administration will cautiously evaluate the use of this technology in the country led by Donald Trump. “Private companies must make their own commercial decisions covered in their own technological progress (…) TSMC is building factories in the US with the purpose of serving their US clients because 60% of the world’s chips designer companies are based precisely in the US. “ Lisa su and CC Wei have taught the first EPYC ‘Venice’ chip produced in the N2 (2 nm) node of TSMC Today, just four months later, we can be sure that the manufacture of integrated 2 NM circuits on a large scale in the TSMC plants in Arizona (USA) will arrive. Lisa her, the general director of AMD, and CC Wei, the president and general director of TSMC, have taught the first Epyc Chip ‘Venice’ produced in node N2 (2 nm) of this last company. This CPU has been manufactured in Taiwan, but both managers They have confirmed their commitment When strengthening the production of the plants that TSMC is putting ready in Arizona. The first of these factories is about to produce large -scale chips, but its plan does not end here. The second plant will be operational in 2028 and will produce integrated circuits in N3 (3 Nm) and N2 (2 Nm) nodes. And finally, the third factory will not be listed at all until the end of this decade and will produce chips in the N2 (2 nm) node. At the current situation and under the pressure of the US government, which is Pertrechado with its tariff policyit is very likely that the production of 2 Nm semiconductors in Arizona arrives long before 2028. It is not official information, but in the current circumstances it is a very reasonable forecast. However, there is something else that is worth not overlooking. According to G. Dan HutchesonAnalyst in Techinsights, producing a 300 mm wafer in the new Arizona plant costs TSMC less than 10% more than manufacturing that same wafer in one of its Taiwan facilities. It is explained by something that we should not overlook: the cost derived from labor represents less than 2% of the total cost. However, according to the financial journalist Walter Bloomberg TSMC will increase the price of integrated circuits produced by 30% in the US to compensate for the costs triggered by tariffs on the production equipment of imported chips from Europe and Japan. The Government led by Donald Trump has not yet revealed how the import tariffs of photolithography machines used by TSMC, Intel or Samsung plants in the US will affect the import tariffs. Will do it within a period Not exceeding two months. But it seems that Bloomberg assumes that the increase in chips will arrive. We’ll see. Image | TSMC More information | Walter Bloomberg | Tom’s hardware In Xataka | The US confesses its worst nightmare: if China invades taiwan and controls TSMC the US economy will go to pique

TSMC is being investigated by the US. It faces a possible fine of 1,000 million dollars, according to Reuters

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TSMC is at a crossroads. This manufacturer of Taiwanese semiconductors, The Major on the Planetis subject to an investigation of the US Commerce Department Since October 2024. The organization that Gina Raimondo then led suspected that this company could secretly arrived agreements with Huawei to take care of the manufacture of your semiconductors for smartphones and applications of artificial intelligence (AI). At the current situation of tension between the US and China this accusation is very serious. The US government definitely included Huawei in its blacklist in 2020, and one of the immediate consequences of this decision was that TSMC should stop producing semiconductors for this Chinese company. Two years later, in October 2022, the US administration decided to include All the Chinese semiconductor industry In his blacklist, which further cut the TSMC client portfolio. Fortunately for this company, Everything seemed to be clarified just a month ago. Finally, TSMC is likely to be unscathed from this conflict In December 2024 TSMC broke its commercial relationship with Powerair, a Singapore company that, apparently, was responsible for delivering to Huawei the chip manufactured by TSMC that appeared on the card for the Ascend 910b. Interestingly, this was the second company presumably responsible for reaching Huawei integrated circuits produced by TSMC. In 2023 this last company stopped offering its manufacturing service to the Chinese Chips Design Company Sophgo to illegally mediate with Huawei. The CSIS has accused TSMC of having made two million Ascend 910 chips indirectly for Huawei However, their problems did not end here. At the beginning of last March the CSIS (Center for Strategic and International Studies), An American organization that is dedicated to elaborating strategies that seek to guarantee the security of the US, accused TSMC of have manufactured indirectly for HuaweI For 2024, no less than two million chips of the Ascend 910. With these integrated circuits this Chinese company could have produced a huge number of units of its ascend 910c solution, which is currently its hardware for the most advanced. The most interesting thing was that the CSIS argued that Huawei had once again resorted to “ghost” companies that acted as intermediaries between her and TSMC. However, the author of the report did not exculpate the Taiwanese company: “TSMC manufactured large amounts of Ascend 910b of Huawei in the name of ghost companies and sent them to China, thus violating US export controls.” This is the reason why, According to Reutersthis integrated circuit manufacturer could receive a fine of billion dollars, or even more, from the Department of Commerce. US regulation establishes that in this context The sanction can ascend twice the value of the transactions that have violated export restrictions, which could place this fine as one of the highest in history by this type of infraction. Image | TSMC More information | Reuters In Xataka | The US tariffs are already hurting two of the companies that support Taiwan’s economy: TSMC and Foxconn

The US tariffs are already hurting two of the companies that support Taiwan’s economy: TSMC and Foxconn

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Tariffs officialized by the US government on April 3 They are wreaking havoc on the entire planet. These taxes penalize Vietnam with a 46%surcharge; to Cambodia, with 49%; to China, with 34% that adds to the tariffs that the US administration had already previously approved to make a total of 54%; either Taiwan with 32%among many other countries with which the nation led by Donald Trump maintains commercial relations. The relationship that the US and Taiwan maintains is singular. From a geostrategic point of view they go hand in hand with the purpose of defend their interests against China. However, the current US administration is determined to take the necessary measures to re -lead the semiconductor manufacturing industry as it did until the mid -80s and Taiwan is an obstacle. A very big one. After all, TSMC, The largest integrated circuit manufacturer on the planetIt is a Taiwanese company. Taiwan’s bag is already collapsing Donald Trump’s plan and his collaborators require that the US acquires the ability to manufacture all the avant -garde chips that currently come from Taiwan, or, to a lesser extent, from South Korea. And is that a good part of the GPUs for artificial intelligence (AI) that design Nvidia, AMD, brains or Amazon, among other American companies, leave the latest generation plants that TSMC has in their country of origin. The announcement of the new tariffs is already seriously damaging some of the companies that support Taiwan’s economy, such as TSMC or Foxconn If we stick to Taiwan the US tariffs seek to encourage the transfer of TSMC, UMC production plants and other Taiwanese companies to the US to, thus, avoid tariffs. In fact, TSMC is getting ready Several avant -garde plants in Arizona (USA), and one of them is about to start large -scale advanced chips production. In any case, the announcement of the new tariffs is already seriously damaging some of the companies that support Taiwan’s economy, such as TSMC or Foxconn. Just 24 hours ago the Taiwan bag almost 10% collapsed in which it is already its most pronounced fall in one day. The coup de grace was given the officialization last Thursday by the US government of the imposition of the 32% tariffs that I have mentioned a few lines above. According to Reutersthe announcement of the US administration has caused many investors to sell their shares of large technology companies. And, apparently, TSMC and Foxconn are two of the most affected. In addition, it is not any two companies. Not much less. Chips are fundamental for the support of Taiwan’s economy. And it is evident that TSMC is your crown jewel In this industry. AND Foxconn leads the global industry of the manufacture of consumer electronics devices. In fact, it is a fundamental pillar in Apple’s supply chain, Sony, Nintendo, Microsoft, HP or Dell, among many other companies. The Taiwan government has responded rapidly creating a fund of 2,650 million dollars that seeks to help the companies most damaged by the new US rules. And President Lai Ching-te has announced that he will strengthen economic ties with the country of Donald Trump with the purpose of finally eliminating tariffs between both nations. We will see what happens finally, but Some specialized analysts In economics they predict that Taiwan will fall into a short -term recession. Image | Foxconn More information | Reuters In Xataka | The USA hits China again with a double purpose: to stop the development of its hypersonic superorders and missiles In Xataka | What’s behind the chips megafabrica that TSMC and Samsung plan to build in Arab Emirates

TSMC always said that making chips in the US was more expensive than doing it in Taiwan. His Arizona plant denies it

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Morris Chang is not infallible. No one is. This veteran Taiwanese engineer formed in the US is One of the most respected experts in the global semiconductor industry. After all, he founded TSMC at a historic moment, 1987, in which Taiwan occupied a very discreet position in the integrated circuit production market. His cunning is undeniable. After all, objectively has made very successful decisions at the head of TSMC. However, their forecasts are not always accurate. And is that on several occasions He has pointed out publicly That the production costs of their plants located outside of Taiwan will double in the future, which will have a direct impact on the price of the chips. This increase is a consequence of the increase in the price of energy, of the cost derived from workers’ salaries and the impact that inflation is having on the price of essential raw materials. Processing a wafer in Arizona costs TSMC less than 10% more than doing it in Taiwan In mid -April 2024 CC Wei, the executive who at that time held the reins of TSMC, clarified Morris Chang’s statements anticipating that the increase in costs derived from the manufacture of integrated avant -garde circuits in the plants that the company has outside of Taiwan would be assumed by both TSMC and its customers: “If my client wants to manufacture in a specific area (outside of Taiwan) then definitely TSMC and the client himself will have to share the increase in costs (…) We are already discussing it with our customers.” The performance of a lithographic node is crucial because it reflects its valid chip production capacity Chang and Wei’s statements have caused many analysts in the integrated circuit industry to follow the steps that this company has in Phoenix (Arizona) very closely. This avant -garde chips factory We were surprised in October 2024 When Rick Cassidy, the president of the TSMC American division, confirmed that its initial production performance had surpassed that of the comparable factories that TSMC has in Taiwan. The performance of a lithographic node is crucial because it reflects its valid chip production capacity, so that a high performance has a very beneficial impact on the competitiveness of semiconductor manufacturers. What was not yet clear was if the cost derived from the production of these semiconductors was perceptibly higher than that of comparable chips manufactured in Taiwan. Now an interesting report of Techinsightsthe respected Canadian analysis company that revealed that Huawei and SMIC had managed to produce Integrated 7 Nm circuitsshed light on this matter. According to G. Dan Hutcheson, Techinsight’s analyst signed by the article, producing a 300 mm wafer on his new Arizona plant costs TSMC less than 10% more than manufacturing that same wafer in one of its Taiwan facilities. It is explained by something that we should not overlook: the cost derived from labor represents less than 2% of the total cost. Salaries are much higher in the US than in Taiwan, yes, but Chips factories are highly automated. And equip them with the lithography machines that require essentially costs the same in the US and Taiwan. There is no doubt about one thing: they are good news for American customers of TSMC, among which are Apple, Nvidia, AMD or Broadcom. Image | TSMC More information | Techinsights In Xataka | TSMC is willing to take control of Intel chips factories. What you don’t want is to do it alone

Samsung crosses one of the most difficult stages in its history. His problem is that he is not able to keep up with TSMC and SK Hynix

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Samsung is dealing with a complicated stage. These statements carried out just a few hours ago by Han Jong-Hee, general co-director of this South Korean company, diagnoses precisely What’s happening: “First of all I sin artificial intelligence (AI), which quickly evolves. “ This Mea guilt It is aimed at the company’s shareholders and expresses that the directive dome recognizes not having taken The appropriate decisions In recent years. “Our technological advantage has been compromised in all our businesses. It is difficult status quo Instead of generating disruptive changes, “says an internal statement written by Jay Y. Lee, the president of the company, according to Reuters. Loss of competitiveness is a big problem for Samsung Han Jong-Hee’s statements insinuate clearly that Samsung has not been able to get on the AI ​​train that currently leads the Taiwanese TSMC semiconductor manufacturer with hardly any opposition. This last company produces the integrated circuits for AI designed by NVIDIA, AMD, Broadcom and other companies, which has led it to lead the global chip manufacturing industry with an approximate quota of 60%. TSMC’s economic performance is perceptibly better than Samsung’s The company led by CC Wei He announced In the middle of last January their economic results during 2024, and are extraordinary. In fact, their income beat a record by increasing 34% compared to those obtained in 2023. Only during December 2024 the 8,400 million dollars exceeded, a figure that represents an increase of 57.8% compared to the same month of the previous year. The engine of these figures are precisely the semiconductors for AI applications. TSMC’s economic performance, as we have just seen, is noticeably better than Samsung’s. However, this is not all. And is that The also South Korean Sk Hynix Threatens Samsung’s leadership in the memory chip market. In fact, it has already exceeded the benefits of this last company thanks to the excellent reception that its HBM memories are having (High Bandwidth Memory), which are designed to work side by side with the GPUs for ia. In this situation the hope of Samsung to return to the path of growth resides in 2 nm chips. And the first green sprouts They have already arrived. The Japanese chips designer for the preferred networks (PFN) and a South Korean company specialized in the design of neuronal processing units (NPU) have already formalized orders for their lithographic node of 2 nm. In fact, Digitimes Asia ensures that the massive production of integrated circuits of 2 nm It has already begun in South Korean plants of Samsung. Whatever one thing we can be safe: 2025 will be the year of the semiconductors of 2 nm. TSMC starts from a very comfortable position, but with all probability Intel and Samsung will also put all the meat on the grill. Image | Samsung More information | SCMP | Reuters In Xataka | South Korea fears US reprisals. To avoid their old lithography equipment, they take dust on a warehouse

TSMC is willing to take control of Intel chips factories. What you don’t want is to do it alone

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The administration led by Donald Trump has asked TSMC to help rescue intel semiconductor factories. This is at least what media support almost always as well informed as Reuters either SCMP. If so, This initiative of the US government It changes everything. If the Trump administration did not agree with this strategy, its viability would be very small, but its support invites us to take this possibility very seriously. According to these TSMC media, it is preparing a proposal that will present both Intel and the US government to take control of Integrated circuit production plants of this American company. However, this Taiwanese chips manufacturer does not want to face this solo challenge; He prefers to do it with other companies that presumably also interested in participating in the management of Intel factories. According to the sources of ReutersTSMC managers are talking to their Nvidia, AMD, Broadcom and Qualcomm counterparts with the purpose of constituting a joint company that is responsible for plant management. TSMC would not have a participation in any case greater than 50% in this Joint Venture. At the moment there has been no official confirmation that supports these negotiations, but at the current situation this information is very credible. In any case, this plan will not come to fruition if it does not have the approval of the Donald Trump government. Some Intel relevant employees want to keep control of factories Ben Sell, Vice President of Intel Technology Development, confirmed At the end of last September that the 18A node already has the maturity necessary to enter large -scale production in 2025. and also assured that it will benefit from the resources that have been reallocated since the 20A node. In the current scenario the 18A node will be the true protagonist. In fact, and this is really important, Intel has confirmed which will receive a maximum of 3,000 million dollars within the framework of the ‘Chips and Science Act’ program to manufacture semiconductors for the US government in a reliable way. Lithography 18a is the best opportunity that Intel has to resume direction and improve its competitiveness The name of this plan, “Safe Enclave”, reflects one of the requirements required by the Administration: Chips must occur in the strictest confidentiality. And, as we can intuit, these integrated circuits They will be manufactured in the 18A node. This integration technology is definitely the best opportunity that Intel has to resume course and improve its competitiveness. In fact, voices are being raised within the company itself that demand a little patience to give this node the opportunity to place Intel on the path of recovery. This statement by Joseph Bonetti, main manager of Intel engineering programs, expresses this vision very well: “Intel leaders, Board of Directors of Intel and Donald Trump administration, please do not sell or give the control of Intel Foundry to TSMC just when Intel is taking the technological front and starting to take off. It would be a terrible and demoralizing error.” Bonetti also maintains that Intel is not lagging for its competitors, and that the advances that their engineers are achieving in the field of chips production are very important. At the current situation there is no doubt that the 18A integration technology is the best Intel asset to recover health, but it is important that we do not overlook that its technicians have been calibrating more than a year and adjusting their first teams of lithography of extreme ultraviolet (UVE) and haute opening manufactured by ASML. Intel has them in its Hillsboro (USA) plant. The first tests with this machine presumably They made them at the end of 2024and in 2025 the preliminary tests that pursue to manufacture integrated circuits in the 14A node will begin. It sounds exciting. We will follow the track to this machine very closely to keep you aware of all progress. Image | Intel More information | Reuters | SCMP In Xataka | Bill Gates has radiographed Intel. And his diagnosis is overwhelmingly accurate

TSMC has found a way to avoid US tariffs. Although 100,000 million dollars will have to spend

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Trump wins. And TSMC, actually, too. During the last two years we have spoken in dozens of articles of The three semiconductor factories as a avant -garde that this Taiwanese company is getting ready in Arizona (USA). Approximately will be spent on them 65,000 million dollarsalthough they will cost much more (each high integration chip production plant costs approximately 30,000 million). The rest of the money subsidies will be provided approved by the administration led by Joe Biden. For TSMC it is crucial to develop its integrated circuit production infrastructure beyond Taiwan’s borders. The only way to hold your business if in the future it is triggered A war conflict with China It is precisely having a very solid network of factories outside the island. And, if possible, out of Asia. In any case, there is another reason why TSMC is very interested in having more chips plants in the US: tariffs approved by the administration led by Donald Trump. Tariffs are strengthening the US technological ecosystem At the end of last January Donald Trump launched a warning Very forceful to TSMC: “In the very close future we will impose tariffs on foreign production of computer chips, semiconductors and pharmaceutical products to return the manufacture of these essential goods to the US (…) went to Taiwan; now we want them to return. We do not want to give them billions of dollars in the ridiculous Biden program. They already have thousands of dollars. money; The Trump government ensures that you will impose tariffs on all electronic devices that incorporate chips produced abroad Although this statement is expressly addressed to TSMC, the Trump government ensures that it will impose tariffs on all electronic devices that incorporate chips produced abroad. They belong or not to US companies. This decision has caused all the large US technology companies to rush with the administration with the purpose of drawing a plan that allows them to dodge tariffs. Apple is one of them. Just a week ago those of Cupertino announced that They will invest 500,000 million dollars in the US During the next four years to dodge the threat of tariffs. This money will be destined, among other purposes, to the construction of a new server factory for artificial intelligence (AI) In Houston, at the point of a training center in Detroit and the creation of 20,000 jobs. This is the context in which TSMC has just confirmed that something similar is going to do. And it is that a few hours ago CC Wei, the president and general director of TSMC, Donald Trump and Howard Lutnick, the US Secretary of Commerce, They have announced that this manufacturer of integrated circuits will invest at least 100,000 million dollars in the construction of five new semiconductor production plants in the US. These facilities are added to which TSMC is already making a point in Arizona (the first of these three factories It has already started chips production). Three of the new five floors will be integrated avant -garde circuit factories, and two of the facilities will be dedicated to the advanced chips packaging. In addition, a research and development center will be ready. Presumably these plants will create, according to TSMC, about 40,000 jobs. Anyway, everyone wins. The US government is achieving its purpose: drastically limiting its dependence on chips manufactured abroad and controlling 40% of global semiconductor production. And TSMC protects itself against a possible future conflict between China and Taiwan, and dodges US tariffs. Image | TSMC More information | Nikkei Asia In Xataka | Intel has a bullet in the bedroom. A bullet capable of helping you compete from you with TSMC

Intel has a bullet in the bedroom. A bullet capable of helping you compete from you with TSMC

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The possibility of Intel ending chopped and its semiconductor factories become part of TSMC production infrastructure It is on the table. As we explained two days ago, this producer of Taiwanese integrated circuits and the American chip designer Broadcom are interested in getting two fundamental parts of Intel. TSMC is preparing an offer that would allow you to control Intel integrated circuit manufacturing plants with the purpose of developing your manufacturing infrastructure Beyond Taiwan’s borders. On the other hand, Broadcom is also preparing an offer to get the integrated circuit design and marketing divisions of Intel. In any case, if the TSMC initiative will finally prosper will stumble The opposition of the government led by Donald Trump. Currently it is unlikely that the administration approves the purchase of such an important division of an American company by a foreign company. Discordant voices are being raised within Intel Ben Sell, Vice President of Intel Technology Development, confirmed At the end of last September that the 18A node already has the maturity necessary to enter large -scale production in 2025. and also assured that it will benefit from the resources that have been reallocated since the 20A node. In the current scenario the 18A node will be the true protagonist. In fact, and this is really important, Intel has confirmed which will receive a maximum of 3,000 million dollars within the framework of the ‘Chips and Science Act’ program to manufacture semiconductors for the US government in a reliable way. The 18A node is the best opportunity that Intel has to resume the course and improve its competitiveness The name of this plan, “Safe Enclave”, reflects one of the requirements required by the Administration: Chips must occur in the strictest confidentiality. And, as we can intuit, these integrated circuits will be manufactured in the 18A node. Definitely this integration technology is the best opportunity that Intel has for resume course and improve your competitiveness. In fact, voices are being raised within the company itself that demand a little patience to give this node the opportunity to place Intel on the path of recovery. This statement by Joseph Bonetti, main manager of Intel engineering programs, expresses this vision very well: “Intel leaders, Board of Directors of Intel and Donald Trump’s administration, please do not sell or give the control of Intel Foundry to TSMC just when Intel is taking the technological front and starting to take off. It would be a terrible and demoralizing error” . Bonetti also maintains that Intel is not lagging for its competitors, and that the advances that their engineers are achieving in the field of chips production are very important. At the current situation there is no doubt that the 18A integration technology is the best Intel asset to recover health, but it is important that we do not overlook that its technicians have been calibrating more than a year and adjusting their first lithography equipment of extreme ultraviolet (UVE) and haute opening manufactured by ASML. Intel has them in its Hillsboro plant (USA). The first tests with this machine presumably carried out them at the end of 2024, and in 2025 the preliminary tests that pursue to manufacture circuits integrated in the 14A node will begin. It sounds exciting. We will follow the track to this machine very closely to keep you aware of all progress. Image | Intel More information | Tom’s hardware In Xataka | Bill Gates has radiographed Intel. And his diagnosis is overwhelmingly accurate

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