글로벌이코노믹 on MSN
인텔 EMIB-T, TSMC 대비 절반 비용 확보… 구글 TPU 수주 전망
인텔의 독자 첨단 패키징 솔루션인 EMIB-T가 TSMC CoWoS-L 공정 대비 약 50% 낮은 비용 경쟁력을 확보했다는 UBS 보고서가 나왔다.Wccftech는 2026년 9월 12일(현지시각) UBS 분석을 인용해 ...
[News] TSMC Reportedly Targets 22% 2nm, 16%+ 3nm Capacity Boost by Mid-2027; CoWoS to Double by 2028
With 3nm poised to overtake 5nm as TSMC’s largest revenue contributor, the foundry giant is stepping up capacity expansion. The Economic Daily News, ...
Three layers of the AI build-out, one basket -- and the most money goes to the steadiest layer, not the fastest-growing one.
(타이베이=연합뉴스) 김철문 통신원 = 세계 최대 파운드리(반도체 수탁생산) 업체인 대만 TSMC가 내년부터 첨단 공정의 대대적인 증산에 나설 계획인 것으로 알려졌다. 14일 연합보 등 대만언론은 소식통을 인용해 TSMC가 글로벌 인공지능(AI) 칩 수요의 폭증에 힘입어 2나노(nm·10억분의 1m)와 3나노 공정 제품의 생산 확대에 나섰다면서 이같이 보도 ...
One number reframes the entire robotics conversation, and it did not come from a chipmaker or an automaker. It came from a ...
Die neue Mikrochip-Fabrik in Dresden mit Beteiligung des Branchenriesen TSMC nimmt Gestalt an: Der Rohbau ist fertig. Die ...
Dresden (dpa/sn) - Beim Bau der neuen Mikrochipfabrik im Dresdner Norden geht es voran: Gut zwei Jahre nach Baubeginn feiert ...
TSMC tends to trade at around 28 times forward earnings as the year ends. Currently, the company trades at about 20 times ...
Still, Apple Intelligence has thus far not lived up to the hype, which could be a problem in the coming years as AI features ...
Apple and TSMC revealed the A20 Pro chip built on 2nm process technology, doubling AI compute power and boosting sustained ...
تراشههای ۱.۴ نانومتری TSMC احتمالا از آوریل ۲۰۲۷ وارد تولید آزمایشی میشوند و تولید انبوه آنها نیز در نیمه دوم همان سال آغاز خواهد شد.
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TSM’s Record Month Confirms AMD’s AI Ramp, but Its Pricing Power Could Take Some of the Upside Back
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) reported a record August just as Advanced Micro Devices, Inc.
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