Samsung to benefit from Apple hoarding
3nm processing wars
Samsung’s bottom line might get a boost from the fruity cargo-cult Apple’s decision to stick all its 3nm processing in TMSC’s basket.
TSMC’S US chips will cost 30 per cent more
Expect prices to be passed on to customers
According to DigiTimes, TSMC will charge an extra 30 per cent more for chips made in its American plants than those made in Taiwan.
Giving money to foreign companies much better than wasting it on health and social services
The European Union agreed a 43 billion euro plan for its semiconductor industry in an attempt to catch up with the United States and Asia and start a green industrial revolution.
Buffett dumps TSMC shares
Worried about Taiwan invasion
Warren Buffett said geopolitical tensions were a “consideration” in his decision at the end of 2022 to dump Berkshire Hathaway’s $4.1 billion in shares of TSMC, Taiwanese firm that supplies a majority of advanced semiconductors to tech companies.
Intel orders shedloads of GPUs from TSMC
Believes it has a future
While many people don’t hold out much hope for Intel’s involvement in the GPU market, apparently Chipzilla has ordered a stack of chips from TSMC.
Intel completes 1.8nm and 2nm node development
Does not mean that it is good to go
Intel has completed development of its Intel 18A (1.8nm-class) and Intel 20A (2nm-class) fabrication processes for its Intel Foundry Services (IFS) division, Tom's Hardware says.
Buffett loses faith in TSMC
Cut its position in TSMC by 86 per cent
Warren Buffett's holding company, Berkshire Hathaway, cut its position in TSMC by 86 per cent according to a regulatory filing.
Fourth quarter of 2022 worst for CPUs in 30 years
Thus spake the great god Mercury
Beancounters sitting at the crossroads have declared that the fourth quarter of 2022 saw the biggest fall in PC processor shipments in three decades.
TSMC might cut 3nm charges
Price hikes look less likely
The dark satanic rumour mill has manufactured a hell on earth yarn claiming that TSMC might reduce the cost of chips made using its new 3nm process rather than jacking it up as expected.
TSMC sees slow down in orders
Not even 3nm technology can save it
TSMC is seeing a slowdown in orders from its leading customers, affecting the company's results starting in the fourth quarter of 2022.