Recent #chip manufacturing news in the semiconductor industry

4 months ago

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.

IntelTSMCchip manufacturing
5 months ago

➀ eFabless, a well-known open-source chip platform, has announced its shutdown due to financial difficulties.

➁ Founded in 2014, eFabless aimed to bridge the gap between large and small companies in chip manufacturing, connecting startups, universities, and manufacturers.

➂ Despite its achievements, eFabless faced financial challenges and has now ceased operations, leaving behind an unfinished dream and a cautionary tale for the semiconductor industry.

Efablesschip manufacturing
5 months ago

➀ Toto, a leading loo manufacturer in Tokyo, is expected to make a profit of $130 million with a 40% operating margin from the chip industry in fiscal year 2024.

➁ The chip and loo industries share a commonality in fine ceramics, which is crucial for both industries.

➂ Toto's high precision microscopes enable the company to produce ceramics that are sufficiently pure to withstand extreme conditions without cracking.

chip manufacturingsemiconductor
7 months ago

➀ The competition in 2nm wafer fabrication has become a clear victory for TSMC, with its advanced technology and strong customer demand.

➁ TSMC has achieved significant milestones in 2nm technology, including successful trial production and high yields.

➂ Apple and AMD are expected to be among the first customers for TSMC's 2nm technology, with Apple's A20 Pro and M5 chips set to be produced on this process.

➃ Intel and NVIDIA are also turning to TSMC for its 2nm technology, with Intel's Nova Lake desktop chips and NVIDIA's Rubin Next platform expected to be produced on TSMC's N2 process.

➄ Samsung faces challenges in 2nm technology, including yield issues and the potential loss of its own customers to TSMC.

➅ Intel's 2nm technology, known as 18A, faces delays and yield challenges, with concerns about its ability to compete with TSMC.

➆ Rapidus, a Japanese semiconductor company, is working on 2nm technology but faces significant challenges in the current market.

➇ The rise of TSMC in 2nm technology raises concerns about pricing power and the potential impact on the semiconductor industry.

TSMCchip manufacturingsemiconductor
7 months ago
➀ Despite U.S. sanctions and China's localization efforts, Chinese companies remain reluctant to adopt domestic chips; ➁ The reluctance stems from technological limitations, availability of reliable foreign alternatives, and lack of government requirements; ➂ AI and HPC sectors are particularly challenging, with limited access to advanced technologies and domestic alternatives struggling to compete.
AIChinaHPCSanctionsTechnology Industryautomotivechip manufacturingsemiconductor
8 months ago
➀ Intel's 18A process is on track for production ramp-up next year, according to Naga Chandrasekaran, Intel's chief global operations officer and GM of the foundry business. ➁ The plan is to sample 18A chips to customers in H1 2025 and start production in H2 at Intel's Oregon fab. ➂ The defect density on 18A is currently at 0.4 defects per cm^2, comparable to TSMC's N7 and N5 processes before mass production.
IntelProductionTSMCchip manufacturingsemiconductor technology
8 months ago

➀ Japan's government is accelerating the development of its advanced chip manufacturing industry, planning to invest 200 billion yen ($1.9 billion) in chipmaker Rapidus in the fiscal year 2025 to stimulate further investment and financing from the private sector.

➁ Rapidus aims to achieve mass production of 2nm chips by 2027, requiring a total investment of up to 5 trillion yen. The Japanese government has agreed to provide 920 billion yen in subsidies, but the remaining 4 trillion yen gap is a focus of attention.

➂ The government plans to support the company's financing through guarantees of debt and investments by state institutions, and aims to include this proposal in the upcoming economic stimulus plan.

JapanRapiduschip manufacturing
9 months ago

➀ Jinghe Integration's 28nm logic chip has passed functional verification and successfully powered on a television;

➁ The company's 28nm logic platform supports the development of various application chips, including SoC, ISP, TCON, Codec, and WiFi chips;

➂ Jinghe Integration plans to further optimize the efficiency and low power consumption of the process platform to meet the market demand for high-performance, high-stability chip design solutions.

chip manufacturingsemiconductor
10 months ago
➀ Advanced logic chips have up to 20 metal layers to support two types of lines; ➁ The move of power lines to the back of the wafer is expected to reduce complexity and increase space for transistors; ➂ The challenges of wiring on the front side of the wafer need to be addressed to extend transistors to 2nm and below; ➃ The progression in graphic technology allows for smaller transistor characteristics but also requires smaller wiring, leading to increased resistance and signal delay; ➄ Innovations in materials and material engineering are crucial to overcome the challenges of miniaturization and extend the life of copper wiring; ➅ The industry is seeking innovative products to extend copper to 2nm and beyond.
chip manufacturingsemiconductor technology
10 months ago
➀ The US Chips and Science Act's main goal, to restore the US as a manufacturer of leading-edge logic ICs, is in jeopardy due to a disconnect between US bureaucracy and Intel. ➁ Intel, the only US company with a plan to produce these ICs, has not received any of the $19.5 billion in grants and loans promised under the Act. ➂ The delay in funding is due to officials waiting for Intel to show progress in building infrastructure, while Intel is unable to invest in new fabs due to the chip demand slump.
IntelUS Chips and Science Actchip manufacturinggrant delaysinfrastructure development