What's on your mind?
Rumor: Micron Technology is seeking to buy a new 12-inch fab from Powerchip (PSMC) in central Taiwan to boost output amid a memory chip shortage, media report, adding PSMC said it is in talks with several firms for a buyout or strategic partnership at the new fab, but will continue with its own built-out plans until a deal is confirmed. 1/2 $Micron Tech(MU.US) $HXSCL $SSNLF #semiconductors #semiconductor
Source: Dan Nystedt
TSMC’s first 2nm fab in Hsinchu (BaoShan) has been recognized for the best Christmas decorations this year, but no one - not even employees – are allowed to take photos due to strict security at the fab, media report, which has photos from other TSMC fabs across Taiwan: light shows, decorations, and a nearly 50ft (15m) tall Christmas tree. The decorations will soon be taken down. $Taiwan Semiconductor(TSM.US)
Source: Dan Nystedt
This is important. Intel indicates its foundry breakeven date could be pushed beyond prior exiting '27. This is to account for incremental expenses to support 14A customer. Sees winning an external customer in the next 6-12 months critical. 18A initial wafers expensive as they use an R&D fab but once they shift to Fab 52 Intel should see better margins. 18A yields are improving at a rate of 7% per month. Intel is still not where it wants to be when it comes to yields.
Source: Sravan Kundojjala
TSMC will break ground on its first 1.4nm (14 Angstrom) fab in Taichung, Taiwan by end-2025, with mass production in the 2nd half-2028, media report, noting the A14 process will be developed at TSMC’s R&D fab in Hsinchu (BaoShan) Fab 20. The Taichung fab, Fab 25, has already started recruiting, and construction permits for 3-buildings were issued at end-August. 1/2 $Taiwan Semiconductor(TSM.US) $ASML(ASML.US) $Applied Materials(AMAT.US) $KLA(KLAC.US) $Lam Research(LRCX.US) #semiconductors
Source: Dan Nystedt