➀ Jiang Shangyi, former Co-CEO of TSMC, openly discussed Intel's chip manufacturing challenges in a speech in Taiwan.

➁ He suggested that Intel should adopt mature chip manufacturing processes to compete, as it is far behind TSMC and unable to catch up.

➂ Jiang believes that Intel, once the 'king' of the chip industry, is now a 'minor player' and should merge with a company specializing in mass production of mature chip technology.

21年前，在Globalpress 'Leading the Recovery'会议中，一个小组讨论了'何时会有量产的90nm SoC'的问题。

来自Cadence Design Systems的高级副总裁Ted Vucurevich表示，预计最早在2004年将出现基于90nm工艺的FPGA设计。

来自Synopsys的Anton Domic认为，到2004年，将会有非FPGA芯片在90nm工艺上实现量产。

台积电的Andrew Moore也提到，公司的发展路线图显示，90nm工艺将在2004年实现。

量产90nm设计面临的挑战包括预期良率问题、客户信心问题、验证问题和成本问题。

➀ Jensen Huang of Nvidia expects a 20% performance boost from GAA-based technologies;

➁ Huang emphasizes the importance of software innovations over process node changes;

➂ Nvidia's next-generation GPUs for AI, codenamed Rubin, are expected to use TSMC's 3nm-class fabrication process.

➀ The Foundry 2.0 market is projected to reach $298 billion in 2025, with a year-over-year growth of 11%;

➁ TSMC is expected to expand its market share to 37% in 2025, driven by robust orders for AI accelerators;

➂ The non-memory IDM sector is expected to grow modestly at 2% in 2025, despite Intel's aggressive promotion of its process technologies.

➀ TSMC is making significant strides in its 2nm process technology;

➁ The technology is expected to be adopted in Apple's iPhone 18 family;

➂ The new iPhone is expected to be released in the second half of 2026.

➀ TSMC, founded in 1987, has become a global leader in semiconductor manufacturing.

➁ TSMC's 2nm process technology is set to enter mass production this year.

➂ Engineers at TSMC work in a highly specialized and continuous environment, facing various complex challenges.

➃ TSMC's corporate culture is influenced by Asian Confucianism, emphasizing discipline, professionalism, and respect for the elderly.

➄ TSMC has launched a 2025 campus recruitment plan to hire about 8,000 new employees.

➀ TSMC's revenue in February reached US$7.9 billion, marking an 11% decrease from January but a 43% increase year-over-year.

➁ UMC's February revenue was US$552 million, reflecting an unknown change from the previous month.

➂ The first two months of 2025 saw a 39% increase in revenue for TSMC compared to the same period in 2024.

➀ Intel appoints Lip-Bu Tan as its new CEO, raising concerns about potential layoffs and the future of Intel Foundry.

➁ China's chip smuggling continues with individuals and companies importing restricted AI servers, while Huawei is accused of tricking TSMC into manufacturing banned processors.

➂ AMD releases the Ryzen 9 9950X3D, dominating Intel's chips in gaming performance with its 3D V-Cache technology.

➀ TSMC正在与Nvidia、Broadcom、Qualcomm和AMD讨论收购英特尔晶圆厂的合资企业；

➁ Sanan Optoelectronics和STMicroelectronics在重庆合资建立了32亿美元的碳化硅晶圆厂；

➂ 本周嵌入式世界2025展会的最新电子新闻综述；

➃ 德州仪器宣布其最新的微控制器是“世界上最小”的，尺寸为1.6 x 0.86mm；

➄ 美国总统特朗普对格罗夫之后英特尔CEO的表现持批评态度。

➀ This week's highlights include an interview with ANDtr, TSMC's $100 billion investment in Arizona fabs, TI's claim of the 'world's smallest' MCU, and ESA's investment in the Edinburgh Astronomy Technology Centre.

➁ The Electronics Weekly team shares their picks of the week, including announcements, developments, product releases, quotes, and more from the electronics industry.

➂ The team discusses the second episode of the CHIIPS podcast, featuring insights from ANDtr's Valerie Lynch and Nicola Thorn, and the announcement of new facilities at the UK Astronomy Technology Centre.

➀ TSMC and Intel are reportedly still working on a potential joint venture to run Intel's manufacturing capacity;

➁ The joint venture would involve leading American fabless chip designers such as AMD, Broadcom, Nvidia, and Qualcomm;

➂ The initiative is in response to a request from President Trump's administration to strengthen Intel and ensure continued American control.

➀ The CHIPS and Science Act, aimed at strengthening U.S. semiconductor manufacturing, is under threat of repeal by the Trump administration.

➁ The Act has already attracted nearly $450 billion in private investment from leading companies, raising concerns about the impact of its repeal on the U.S. chip market.

➂ Political hurdles and legal obligations make the repeal process complex and challenging.

➀ TSMC is in talks with Intel, Nvidia, Broadcom, Qualcomm, and AMD about a joint venture to acquire Intel Foundry;

➁ TSMC plans to take a stake of no more than 50% in Intel Foundry to maintain US ownership, as required by the White House;

➂ The deal requires approval from the White House.

➀ Advanced foundry process nodes saw a 10% q-o-q growth in Q4, driven by demand from AI servers, smartphone processors, and PCs, leading to $38.48 billion in revenues for the top ten foundries.

➁ TSMC led with $26.85 billion in revenue and a 67% market share, followed by Samsung Foundry with a 1.4% QoQ decline to $3.26 billion and 8.1% market share.

➂ SMIC's revenue increased 1.7% QoQ to $2.2 billion, securing 5.5% market share and third place.

➀ Huawei reportedly acquired two million Ascend 910 AI chips from TSMC last year through shell companies;

➁ TSMC manufactured large quantities of Huawei Ascend 910B chips for shell companies and shipped them to China;

➂ There are questions about the availability of HBM for integration with the chips;

➃ The report by CSIS suggests Huawei's stockpiling strategy;

➄ The Ascend 910B and Ascend 910C yields are low, with most parts shipped with disabled compute elements.