In a world where we’re talking about chipsets built on the 2nm process, talking about 5nm chipsets seems rather outdated. But for China and SMIC, it’s a big deal. According to @Jukanlosreve on X, they ...
TL;DR: TSMC's advanced 3nm and 5nm process nodes are fully booked through 2026, driven by strong demand from AI, cloud, and HPC applications. Major tech firms like Apple, Qualcomm, NVIDIA, and AMD ...
TL;DR: TSMC plans to increase prices for its 5nm and 3nm process nodes by 5-10% and CoWoS advanced packaging by 15-20% due to high AI demand. These price hikes are expected in January 2025. The 3nm ...
TSMC’s 3nm and 5nm chip capacity is expected to be fully booked through 2026 as Apple, NVIDIA, Qualcomm, and AMD secure orders for next-gen processors. Rising AI demand and limited supply may lead to ...