#TSMC timeline of its Phoenix, Arizona fab, which has been making NVIDIA Blackwell GPUs since October.
on 02026-04-08Virginia Hefferman’s Wired article about #TSMC (archive of https://www.wired.com/story/i-saw-the-face-of-god-in-a-tsmc-factory/)
on 02025-12-1135' #video of talking-head filler intercut with stock footage on the difficulties with the #Samsung 2nm fab being built in Taylor, #Texas, #USA. One interesting piece of stock footage shows huge #TSMC parking lots shaded with solar panels.
on 02025-11-03#news from #Bloomberg on semiconductor #manufacturing in #Japan, where #TSMC begins mass production later this year following US$4.86 billion in subsidies to expand their Kumamoto plant announced in February. And Japanese startup #Rapidus plans to ship 2nm chips in 02027 with 590 billion yen (US$3.9B) in subsidies. And Japanese startup #Preferred-Networks supposedly has 7nm #neural-networks accelerator chip MN-Core 2, though presumably fabbed overseas by TSMC; their marketing is focused on energy efficiency and thus “sustainability”, and “is confident in bringing its AI chip design and supercomputer to market in a few years time”; they’re hoping Rapidus can fab their chips. 40%–50% of demand (as seen from Japanese semiconductor company Screen Holdings) comes from #China, especially the auto industry. An annoying amount of stock-footage filler. Much of the #video is about #JASM (a TSMC joint venture with Sony and Denso), which is “planning to begin mass production soon”, and its facility in Kikuyo.
on 02024-11-27#Huawei got some #TSMC chips through a middleman despite #USA export controls. #China #politics #history
on 02024-10-24“The U.S. is gravely concerned about #China’s ambitions in Taiwan, with the U.S. Commerce Secretary proclaiming that a Chinese seizure of TSMC would devastate the American economy. This has progressed to the point that #TSMC’s #Taiwan fabs are equipped with remote self-destruct functions in case of any hostile invasion.” #politics
on 02024-09-27As of July 02023, #TSMC has to delay its #Arizona fab because of insufficient #USA talent
on 02024-02-21#TSMC top customers are Apple, MediaTek, AMD, Qualcomm, Broadcom, Nvidia, Sony, Marvell, STMicroelectronics, Analog Devices, and Intel
on 02023-02-01#SRAM didn’t shrink in #TSMC’s new #N3E process
on 02022-12-30