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1-21 #TechonEyes : TSMC has begun producing advanced 4nm chips in Arizona; ARM [lans to hike prices by as much as 300%; George Zhao is resigning from his position as Honor CEO; etc.

Taiwan Semiconductor Manufacturing Company (TSMC) has begun producing advanced 4nm chips for U.S. customers in Arizona, according to Commerce Secretary Gina Raimondo. In Nov 2024, Commerce finalized a USD6.6B grant to TSMC’s U.S. unit for semiconductor production in Phoenix, Arizona. Read more ›

1-10 #NoNoNo : TSMC’s Arizona factory has reportedly picked up a second Apple product; Apple’s first foldable iPhone is allegedly to be released in 2026; Samsung Display has showcased its slidable displays; etc.

Taiwan Semiconductor Manufacturing Company (TSMC) is stepping up its efforts to expand its CoWoS (Chip on Wafer on Substrate) advanced packaging capacity with plans to double its monthly capacity to 75,000 wafers by 2025. This ambitious objective comes amid heightened Read more ›

1-8 #TalkTalkTalk : MediaTek and Google collaborate on the design of a new 2×2 multi-radio solution; Samsung is reportedly planning to launch a dual-foldable phone in 2H25; Samsung and Apple may adopt new technologies to increase the capacity of next-gen smartphone batteries; etc.

Nvidia is leaning into robotics as it looks to expand beyond its dominant AI chip business. The company plans to launch Jetson Thor, a new compact computer designed for humanoid robots, in 1H25. Deepu Talla, Nvidia’s vice president of robotics, Read more ›

1-1 #Happy2025 : CXMT DDR5 yield rate is expected to reach 90% by year end; OPPO will release its flagship Find series phone twice a year; vivo has announced that it will be unveiling a MR headset in 2025; etc.

TSMC’s Arizona facility is reportedly set to initiate mass production of the 4nm process by 2H25, with clients such as Apple, NVIDIA, AMD, and Qualcomm being the primary beneficiaries. TSMC’s 4nm process will be under production at the Arizona facility Read more ›