➀ TSMC is reportedly set to halt 7nm and below chip shipments to Chinese AI firms next week; ➁ This follows previous controversies involving the supply of 7nm chips to Huawei through proxies; ➂ The move is likely a response to recent trade tensions and geopolitical issues.

➀ Texas Governor is reported to visit TSMC; ➁ Offering incentives to attract investment; ➂ TSMC is the focus of active collaboration efforts.

➀ US President Biden and President-elect Trump are rumored to attend TSMC's semiconductor fab opening in Arizona in December 2024; ➁ TSMC is crucial for US tech giants like Apple, AMD, Intel, and NVIDIA; ➂ TSMC's new Arizona fab is significant for the US semiconductor industry.

➀ Chips&Media, a South Korean video IP firm, announced the acquisition of TSMC's 3nm library; ➁ This will allow Chips&Media's customers to assess compatible IPs before contract signing; ➂ The move signifies a strategic partnership between the two companies.

➀ KLA reports a solid quarter with modest growth; ➁ China's economic moderation poses uncertainty; ➂ TSMC's spending dominance continues; ➃ KLA faces challenges in reticle inspection market.

➀ Samsung Electronics reported a better-than-expected profit in its third-quarter earnings, despite a significant decline in profits. ➁ The company highlighted its advancement in high-bandwidth memory (HBM) supply. ➂ Samsung hinted at a potential partnership with TSMC, indicating a strategic move in the semiconductor industry.

➀ Intel's CEO reportedly made a misstep that offended TSMC; ➁ The incident led to TSMC canceling a 40% discount; ➃ The discount cancellation is ahead of Intel's Q3 financial announcement.

➀ OpenAI is collaborating with Broadcom and TSMC to develop its first in-house AI chip; ➁ The company is scaling back its foundry ambitions due to cost and time constraints; ➂ OpenAI is adopting a strategy of using industry partnerships and a mix of internal and external approaches to manage chip supply and costs.

➀ Innolux denies plans to sell its plant in southern Taiwan amidst rumors of TSMC's potential purchase. ➁ The AI boom has increased demand for advanced packaging production capacity, driving industry growth. ➂ The situation highlights the strategic importance of semiconductor manufacturing facilities in Taiwan.

➀ TSMC has reportedly stopped shipments to at least two chip developers; ➁ The move is suspected to be due to their attempts to bypass U.S. export restrictions; ➂ Bitmain's supply is reportedly at risk due to this action.

➀ AI's strong demand for semiconductors has led to a shortage in advanced manufacturing capacity.➁ There are rumors that TSMC is interested in purchasing an entire factory from Chunghwa Picture Tubes, targeting the seventh factory in South Science Park.➃ Chunghwa Picture Tubes' spokesperson emphasized yesterday that the sale of the entire factory is not on their agenda.

➀ Apple is reportedly developing M5 chips; ➁ The move is boosting orders for TSMC's advanced processes; ➂ The industry is focusing on the launch of Apple's new products featuring the self-developed M4 chip.

➀ Apple's next-gen M5 chip is expected to launch by the end of 2025; ➁ The new iPad Pro is expected to be released in late 2025 or early 2026; ➂ The M5 chip is designed for the new 11-inch and 13-inch iPad Pro and M5 MacBook laptops.

➀ TSMC and SPIL are advancing their semiconductor manufacturing capabilities in Taiwan; ➁ The new 2nm fab in Kaohsiung will be a key facility for these efforts; ➂ The expansion focuses on advanced node and CoWoS packaging technologies.

➀ Huawei's proxy tactics for advanced chips come to light, revealing a new U.S. sanctions loophole; ➁ The issue involves Huawei's Ascend 910B chip, reportedly manufactured by TSMC; ➂ The controversy highlights the complexities of international trade and technology regulations.

➀ TSMC has reportedly stopped shipments to Sophgo; ➁ A chip manufactured by TSMC was found in a Huawei AI processor; ➂ The halt in shipments is likely due to the chip's presence in the Huawei processor

➀ Google is rumored to switch to TSMC's N3E process for Tensor G5; ➁ The report also clarifies that Google has chosen not to use 2nm technology for Tensor G6; ➂ The move could impact the competition in the AI and smartphone chip markets.

➀ Google's next-gen Tensor G6 processor, codenamed 'Malibu', will be built on TSMC's 2nm process node; ➁ The Tensor G6 is expected to power the upcoming Pixel 11 smartphone series; ➂ The new processor promises major performance and power improvements.

➀ The IEDM 2024 conference will be held in San Francisco from December 7th to 11th; ➁ Focus on AI, TSMC's 2nm Logic Platform, and Intel's extreme scaled transistors; ➂ Reflect on 70 years of IEDM history and explore advanced packaging, power transistors, and brain/electronics interfaces.

➀ Taiwan is considering changing its nuclear energy policy due to the increasing demand for electricity from AI; ➁ The existing nuclear power facilities in Taiwan are aging, and there is only one operational plant in 2024; ➂ Taiwanese Premier Cho Jung-tai expressed openness to new nuclear technologies with proper safety measures and waste management.