Tag: TSMC

  • Tesla’s Revenue Prospects to be Boosted as it Plans to Incorporate TSMC’s 3nm Chips by 2024

    Tesla’s Revenue Prospects to be Boosted as it Plans to Incorporate TSMC’s 3nm Chips by 2024

    Tesla has announced that it will be participating in TSMC’s 3nm NTO chip design finals in the coming year. This move aligns with TSMC’s plans to ramp up its 3nm chip production in 2024 to meet the increasing demand for advanced semiconductor solutions. The inclusion of Tesla as an N3P customer indicates the company’s intention to utilize TSMC’s cutting-edge technology for the production of next-generation Full Self-Driving (FSD) smart driving chips.

    TSMC’s N3P Process

    TSMC has ambitious plans for its N3P process, which is set to begin production in 2024. Compared to the N3E process, N3P aims to achieve a 5% improvement in performance, a 5% to 10% reduction in power consumption, and a significant 1.04 times increase in chip density. TSMC has highlighted that N3P’s performance, power, and area (PPA) metrics, along with its technological maturity, surpass Intel’s 18A process.

    Tesla’s Ongoing Collaboration with TSMC

    This collaboration between Tesla and TSMC is not new, as the electric vehicle manufacturer has previously placed multiple orders with the semiconductor company. These past ventures include the Dojo D1 chip, which utilized the 7nm process, and the HW 4.0 chip, featuring the 5nm process. The addition of Tesla to the N3P customer list signifies a strategic move for both companies.

    Impact on Tesla and TSMC

    Industry analysts predict that this partnership will elevate Tesla to become TSMC’s seventh-largest customer, injecting fresh momentum into TSMC’s revenue growth trajectory. As Tesla continues to lead the automotive industry in innovative technologies, its collaboration with TSMC underscores the crucial role that semiconductor advancements play in shaping the future of electric and autonomous vehicles.

    In conclusion, Tesla’s confirmation of its participation in TSMC’s 3nm NTO chip design finals for the upcoming year highlights the growing demand for advanced semiconductor solutions. The collaboration between the two companies signifies Tesla’s intent to leverage TSMC’s cutting-edge technology for the production of next-generation FSD smart driving chips. This partnership is expected to propel Tesla to become one of TSMC’s top customers, further solidifying its position as a leader in the automotive industry.

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  • TSMC CEO Mark Liu Reveals Retirement Intentions for 2024

    TSMC CEO Mark Liu Reveals Retirement Intentions for 2024

    Taiwan Semiconductor Manufacturing Co (TSMC) Prepares for Transition as Chairman Announces Retirement

    Taiwan Semiconductor Manufacturing Co (TSMC), the titan of the global chip industry, is poised for a significant transition with its chairman, Mark Liu, announcing his retirement next year. Stepping into Liu’s shoes will be the current CEO, C.C. Wei, a move that symbolizes continuity and stability for this tech giant.

    Continuity and Stability with C.C. Wei

    C.C. Wei, a Yale alumnus with a doctorate in electrical engineering, isn’t new to the game. With his board membership since 2017 and a long tenure at TSMC starting in 1998, Wei represents both experience and innovation. His leadership will be crucial as TSMC navigates a rapidly evolving tech landscape.

    TSMC's Role in the Tech World

    TSMC’s role is central in the tech world. It’s not just a major supplier for behemoths like Apple and Nvidia; its influence extends across the globe. The company’s stock has seen impressive growth, reflecting its critical role in the burgeoning sectors of AI, high-performance computing, and 5G technology.

    Ambitious Future Plans

    The company’s future plans are as ambitious as its past achievements. With most of its manufacturing rooted in Taiwan, TSMC is branching out. New facilities in Germany, Japan, and Arizona signify a strategic move to diversify its manufacturing base. This is not just about meeting global demand; it’s a smart play in a world where supply chain risks are more apparent than ever.

    TSMC's legacy remains strong as it prepares for a transition in leadership. With C.C. Wei taking the reins, the company is set to continue its success and innovation in the global chip industry.

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  • Qualcomm, MediaTek Choose TSMC Over Samsung for 3nm Tech

    Qualcomm, MediaTek Choose TSMC Over Samsung for 3nm Tech

    TSMC Preferred by Leading Chip Manufacturers

    Prominent chip manufacturers including Nvidia, Qualcomm, MediaTek, and various others have opted for TSMC to produce their upcoming top-tier chipsets. These cutting-edge chipsets will be developed using TSMC’s sophisticated 3nm process technology.

    TSMC Chosen Over Samsung by Qualcomm and MediaTek

    Initially, Qualcomm was rumored to be considering 3nm chip supplies from both Samsung and TSMC for the Qualcomm Snapdragon 8 Gen 4 SoC. However, according to a new report from China Times, industry behemoths MediaTek and Qualcomm have opted to partner with TSMC for its second-generation 3nm process (N3E). This process is slated for the production of the Dimensity 9400 and Snapdragon 8 Gen 4 chipsets.

    Apple’s Dependence on TSMC

    Apple, a key client for TSMC, is set to leverage its 3nm process line for the forthcoming M series and A series chipsets. Presently, Apple is utilizing TSMC’s first-generation 3nm process (N3B) in the A17 Pro processor, which energizes the iPhone 15 Pro series. However, Samsung Foundry is still seeking significant clients for its 3nm chip manufacturing technology.

    Shifting Landscape of Chipset Manufacture

    Historically, companies like Qualcomm, MediaTek, Apple, and Nvidia have turned to Samsung Foundry for their chipset requirements, albeit not always for flagship processors. With Samsung’s introduction of advanced 3nm process technology, it aimed to attract orders from these companies. Nonetheless, the transition to TSMC appears to be progressing slower than expected.

    In essence, leading chip manufacturers such as Nvidia, Qualcomm, MediaTek, and Apple are choosing TSMC for the production of their upcoming top-tier chipsets. While Samsung Foundry was initially anticipated to be a strong contender, it has not yet secured major clients for its 3nm chip manufacturing capabilities. TSMC’s advanced 3nm process technology is emerging as the preferred option among these industry giants.

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