➀ U.S. bans EDA software exports to China, blocking updates for Synopsys/Cadence users;
➁ Xiaomi (3nm XRing 01 SoC), Lenovo and Bitmain's advanced chip designs impacted;
➂ Chinese EDA tools (Empyrean/Primarius/Semitronix) lag in cutting-edge nodes but advance in localization.
➀ Intel collaborates with SoftBank to develop stacked DRAM alternatives to HBM through joint venture Saimemory, targeting commercialization by 2030;
➁ NVIDIA unveils plans for a China-compliant B30 AI chip with multi-GPU scaling, circumventing export controls;
➂ TSMC explores building a UAE-based fab with US government support, mirroring its Arizona project scale.
➀ TSMC held a capacity expansion ceremony at its 2nm fab in Kaohsiung to celebrate an early move to mass production.
➁ Mass production at the Kaohsiung fab and another in Hsinchu is expected to start in Q3, with a combined output forecast to generate $60 billion in revenue in Q3 and Q4.
➂ The two fabs have a maximum output of 80k wpm, with yields said to be 'well above' 60-70%. Initial clients include Apple, Nvidia, and Qualcomm.
➀ Semiconductor capital expenditures (CapEx) are expected to decrease to $155 billion in 2024, before increasing to $160 billion in 2025.
➁ TSMC plans a significant increase in CapEx for 2025, estimating between $38 billion and $42 billion, while Micron Technology is projecting $14 billion.
➂ The CHIPS Act has allocated $32 billion in grants and $6 billion in loans to support semiconductor manufacturing in the U.S.
➀ TSMC has proposed a joint venture with US chip designers like NVIDIA and AMD to operate Intel's semiconductor fabs, with TSMC holding no more than a 50% stake.
➁ The talks are in early stages, following President Trump's push to revitalize the US semiconductor industry.
➂ TSMC would run the operations of Intel Foundry, but wouldn't own more than 50%.
➀ TSMC plans to start mass production of its A16 process node in Taiwan by 2026 and expand to Arizona by 2028.
➁ TSMC's new Arizona wafer fab has begun mass production, with the first one in the US achieving mass production.
➂ TSMC's new 2nm and A16 process nodes may be produced in the US earlier than previously planned.
➀ TSMC is advancing its 2nm process node, aiming for a monthly production capacity of 50,000 to 80,000 wafers by the end of 2025.
➁ TSMC's 2nm process node is in an intensive trial production phase, with the Hsinchu Baoshan plant expected to produce 5,000 to 10,000 wafers monthly.
➂ If the second phase progresses smoothly, the monthly production capacity could reach up to 80,000 wafers before the end of the year.
➀ Apple has announced the iPhone 16e with its first in-house 5G modem, the Apple C1, made on TSMC's 4nm and 7nm nodes.
➁ The iPhone 16e is priced at $599 and features the A18 processor, offering excellent battery life.
➂ The new C1 modem is the most power-efficient baseband chip in an iPhone, with a combination of TSMC's 4nm and 7nm processes.
➀ Intel principal engineer Joseph Bonetti argues against a rumored TSMC deal, stating that Intel's 18A process node is more advanced and nearing completion.
➁ Bonetti mentions that early adopters of Intel 18A include Microsoft and Amazon.
➂ He discusses the challenges facing Intel and the unprofitability of Intel Foundry Services (IFS) due to large investments and the lack of major external contracts.
➀ Alchip预计2024年营收将超过10亿美元，实现重大里程碑；
➁ 公司专注于先进技术，包括2nm测试车间的发布和3DIC设计流程的准备工作；
➂ Alchip通过灵活且强大的3DIC设计流程应对先进封装的挑战，优化功率传输、互连和热特性。
➀ Applied Materials reported lower-than-expected QTR guidance due to China market share loss.
➁ AMAT attributed the weakness to China export restrictions but analysts believe share loss is also a factor.
➂ Domestic Chinese semiconductor equipment makers are gaining market share, potentially reducing AMAT's sales.
➀ TSMC CEO Dr. C.C. Wei confirmed no plans to acquire Intel's US semiconductor facilities despite rumors.
➁ Wei emphasized that Intel is a good customer and sends significant business to TSMC.
➂ The Trump administration's stance on foreign ownership of US chip factories and potential support for a foreign company operating Intel's facilities remain unclear.
➀ TSMC plans to start construction of its third factory in Arizona by mid-2025, a year ahead of schedule.
➁ The new CoWoS advanced packaging plant in the US is also under consideration.
➂ This expansion is part of TSMC's strategy to increase its presence in the US amidst concerns over foreign control of the semiconductor industry.
➀ NVIDIA的GeForce RTX 5090显卡需求旺盛，但库存有限；
➁ 为了应对需求，NVIDIA利用多余的TSMC产能生产更多的RTX 50系列GPU；
➂ 预计RTX 5090的供应量将显著增加，影响黄牛；
➃ 即将推出的产品包括RTX 5070 Ti、RTX 5070和RTX 5060。
➀ Arm计划推出其首款自研芯片，可能是一款服务器CPU芯片，将由台积电生产；
➁ 报道称，Arm已将Meta作为其首个客户之一，计划最早于今年夏天推出这款芯片；
➂ Arm原本设计半导体结构并将其设计许可给苹果、英伟达等公司，现在将带着自己的服务器CPU进入市场。
➀ Intel's upcoming Nova Lake CPUs have been spotted in shipping manifests, indicating progress on their next-gen consumer platform.
➁ The next CPU architecture from Intel will be Panther Lake, showcased at CES 2025, and will be the company's first consumer platform on its new Intel 18A process node.
➂ Intel's next-gen Nova Lake CPUs are expected to be fabricated on Intel 14A or TSMC 2nm, and will not feature on-package memory.
➀ NVIDIA CEO Jensen Huang is collaborating with TSMC on robotics and autonomous vehicle development.
➁ NVIDIA's upcoming Jetson Thor SoC and Project GROOT robot are part of this collaboration.
➂ The collaboration includes a joint silicon photonics research project between NVIDIA and TSMC.
