What a Real US Pivot to Taiwan Would Look Like

President Biden has claimed that the pullout from Afghanistan is part of a pivot to China. China has been increasing its threats of an invasion of Taiwan. In July 2021, Chinese President Xi Jinping pledged to complete “reunification” with self-ruled Taiwan and vowed to “smash” any attempts at formal independence. Taiwan could have a $17.7 …

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Breakthrough Toward Below 1 Nanometer Chips

TSMC (Taiwan Semiconductor), Massachusetts Institute of Technology (MIT) and National Taiwan University (NTU) have shown a process that uses the semi-metal bismuth to enable the manufacture of semiconductors below 1-nanometer (nm). It will take about ten years to actually make below 1 nanometer chips. Historically, the feature size of a chips was the length of …

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TSMC Arizona Fab Plans Increasing by 3 to 6 Times

Taiwan Semiconductor Manufacturing Co Ltd (TSMC) is planning to build several more chipmaking factories in the U.S. state of Arizona beyond the one currently planned. In May 2020, TSMC announced they would build a $12 billion factory in Arizona. This was a win for the Trump administration to bring global tech supply chains back from …

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TSMC Roadmap to One Million Times Better Energy Efficient Compute Performance by 2040

Here is a presentation by Taiwan Semiconductor Chairman Liu. TSMC and Samsung are the current masters of EUV lithography. TSMC has the lead. Extreme ultraviolet (EUV) lithography has enabled TSMC to achieve higher patterning fidelity, shorter cycle times and reduced process complexity and defect rates. TSMC uses EUV in ten mask layers for the 5nm …

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TSMC Pushing to 2 Nanometers While Intel is at 10 nm and China at 14 nm in Low Volume

TSMC evolutionary N4 process will enter risk production later in 2021 and will be used for mass production in 2022. 80% of TSMC’s $30 billion capital budget this year will be spent on expanding capacities for advanced technologies, such as 3nm, 4nm/5nm, and 6nm/7nm. N5 capacity will increase to 110,000 to 120,000 wafers per month. …

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Apple M2 on 5 Nanometer Plus Process and A16 at 4 Nanometer

Taiwan Semiconductor will be mass-producing Apple’s new M2 chip in July for use in MacBooks for the second half of 2021. The M2 will eventually be used in other Mac and Apple devices beyond the MacBook. The new chipset is produced by key Apple supplier Taiwan Semiconductor Manufacturing Co., the world’s largest contract chipmaker, using …

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TSMC Expanding Capacity with $30B in 2021 and $70B in 2022, 2023

Taiwan Semiconductor Manufacturing Co. (TSMC) raised its 2021 capital expenditure target to $30 billion which is up from the $28 billion plan in January. TSMC CEO C.C. Wei said TSMC expects to invest about $100 billion during the next three years to increase capacity and R&D for leading-edge and specialty technologies. 80% of the budget …

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Intel Building New Fabs to Try to Regain Relevance But TSMC Surges Ahead

Intel is trying to get back to being relevant in the Semiconductor game. Intel announced a $20 billion (USD) investment in two new manufacturing facilities (fabs) in Arizona. They will start production in 2024. CEO Pat Gelsinger said the 7nm manufacturing node from Intel is now running on schedule. The first product enabled with 7nm …

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Micro OLED Displays for Better Augmented Reality

Apple has partnered with Taiwan Semiconductor Manufacturing (TSMC) to develop advanced micro OLED display technology. Micro OLED will be useful for augmented reality devices. The new displays will be built directly onto wafers. They will be far thinner and smaller and use less power. They are at the trial production stage. It will take several …

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