➀ TSMC is increasing spending to achieve volume production of 1.6nm chips by 2026; ➁ TSMC plans to increase production of 2nm chips in 2024; ➂ TSMC expects revenue to grow by approximately 20% in 2025.

➀ TSMC's Arizona factory has secured contracts to produce Apple's S9 SiP for the Apple Watch and AMD's Ryzen 9000 series processors. Both products are now in production. The facility is operating at 10,000 units per month, with plans to increase capacity despite tooling bottlenecks. ➁ TSMC Arizona is also manufacturing AMD's new Ryzen 9000 series 'Granite Ridge' desktop Zen 5-based processors. ➂ The TSMC Board is scheduled to meet in Arizona in February.

➀ Phison introduces the PS5028-E28 Gen5 SSD with up to 32TB capacity and 14.5GB/sec read and write speeds; ➁ The controller is built on TSMC's 6nm process and offers 3000K IOPS random performance; ➂ No heatsink is required for gaming, but recommended for sustained workloads.

➀ Samsung's Galaxy S25 smartphones will feature Qualcomm's Snapdragon 8 Elite processor, replacing its own Exynos 2400; ➁ The devices are rumored to use Micron's LPDDR5 RAM; ➂ Recent benchmarks show impressive performance, indicating a full shift to Snapdragon chips for international models.

➀ TSMC has developed co-packaged optics (CPO) technology; ➁ The technology integrates a chiplet and an optical device; ➂ It aims to ease overheating in GPUs, particularly Nvidia’s GPUs.

➀ Samsung lost the contract for the Snapdragon 8 Elite 2 processor to TSMC; ➁ TSMC will use its N3P process node for mass production; ➂ This is a setback for Samsung's semiconductor business struggling with high-end chip production.

➀ According to Liberty Times, citing Financial Times, major tech companies have significantly increased capital expenditures in recent years to acquire AI chips and build data centers. ➁ However, global investment in data centers has recently slowed, raising concerns about whether the AI boom might be losing steam. ➃ Qualcomm's Snapdragon 8 Elite 2 is set to use TSMC's N3P process, while Samsung reportedly lost orders.

➀ Intel needs to fill its fabs to remain competitive; ➁ TSMC's rapid expansion with new partnerships; ➂ The potential of a Common Foundry Platform Alliance for Intel.

➀ TSMC's dominance in the semiconductor industry prompts South Korea to consider establishing KSMC; ➁ KSMC aims to support local semiconductor industry development; ➂ Challenges include technological gaps and talent shortages.

➀ Apple's next-gen M5 series processors are in the prototype phase using TSMC's N3P node; ➁ Mass production expected in 2025 and 2026 for M5, M5 Pro, M5 Max, and M5 Ultra; ➂ Server-grade SoIC packaging and separate CPU and GPU designs for improved yields and thermal performance.

➀ ASUS is developing its first humanoid robot to compete with Tesla's Optimus; ➁ Despite existing Zenbo robots, ASUS is stepping into the humanoid robot market; ➂ The industry faces challenges with AI and AGI development, focusing on humanoid robots.

➀ TSMC unveiled its 2nm Platform Technology at IEDM, featuring GAA nanosheet transistors for AI, HPC, and mobile applications. ➁ The N2 technology achieves significant improvements in speed and power efficiency compared to the 3nm node. ➂ TSMC's N2 is scheduled for mass production in 2025, with an enhanced version, N2P, targeted for 2026.

➀ 3D design with HBM is critical for advanced semiconductor systems; ➁ Large system designs require multi-chiplet integration; ➂ Multiphysics and ML are essential for optimizing performance and reliability.

➀ Apple's next-gen A20 Pro chip is expected to power the iPhone 18 Pro and iPhone 18 Pro Max in 2026; ➁ The chip will be manufactured on TSMC's 2nm process node, potentially leading to increased costs; ➂ Apple, TSMC's largest customer, will first use 2nm technology in the iPhone 17.

➀ TSMC's Mii presented a keynote at the 70th IEDM, discussing the semiconductor industry's growth and the impact of AI, predicting a revenue of one trillion dollars by 2030. ➁ He highlighted the evolution of logic technologies and introduced CFET architectures. ➂ He discussed the importance of advanced silicon stacking and packaging technologies.

➀ The departure of CEO Pat Gelsinger highlights ongoing issues at Intel; ➁ Semiconductor technology and supply chain control are crucial in the AI era; ➂ Intel's board of directors has made a series of poor decisions over the past two decades.

➀ TSMC's 2nm chip yields exceed expectations in trial runs; ➁ Mass production is scheduled for 2025; ➂ The 2nm node introduces nanosheet architecture, a first in the semiconductor industry.

➀ NVIDIA's Rubin AI GPU architecture, originally set for 2026, is now expected six months earlier; ➁ Utilizing TSMC's 3nm process and next-gen HBM4 memory; ➂ Follows the Blackwell architecture, with NVIDIA collaborating with Taiwanese partners on R100-powered AI servers.

➀ Apple has ordered next-gen M5 chips from TSMC for iPad Pro and Macs, with production in 2H 2025; ➁ Apple will use TSMC's 3nm process and SoIC technology for the M5 chips; ➂ The new M5 chips are expected to enhance AI capabilities in consumer devices and cloud services.