Taiwan Exports Seen Rising For 19th Month on Chip Demand
https://www.asiafinancial.com/taiwan-exports-seen-rising-for-19th-month-on-chip-demand
#semiconductors, #chips, #taiwan, #exports, #computer, #tsmc
#tsmc
Wer noch nicht genug ueber TSMC weiss.. im Deutschlandradio hat Carina Rother in gutem Format alles wichtige zusammengefasst.
Taiwans Chip-Produzent TSMC - Systemrelevant für die Welt.
TL;DR:
„TSMC wird seinen Vorsprung mindestens bis 2027 behalten. Es gibt kaum echte Konkurrenz, nur Samsung und Intel. TSMC hat in der Auftragsfertigung einen Marktanteil von 55 Prozent, dreimal so groß wie die Nummer zwei, Samsung. Samsung und Intel müssen sich sehr anstrengen, um das aufzuholen.“
Plus: der Beitrag kommt fast ganz ohne plakative Schreckenszenarien aus, a la "OMG WTF Unsere notleidende Autoindustrie". Ein entspannt-bewundernder Blick auf Taiwan tut der Welt ganz gut gerade.
Next chapter in the US (here: Arizona) progressing towards getting "semiconductor powerhouse" TSMC to build a fab on US soil. Staff has already been trained, and to make sure everyone interested understands its not coming cheap the epiphenomenon is named directly, i.e. "a warning that producing in Arizona is a wee bit more expensive than Taiwan, and customers may see resulting price hikes." What did you think?
https://www.theregister.com/2021/08/25/taiwan_and_arizona_economic_groups/?td=keepreading-top
"Signing of the MOU encourages both sides to move toward a tighter bilateral industrial cooperation, particularly on the heels of Taiwan Semiconductor Manufacturing Company's plan to build a $12 billion fab in Arizona," said Chih-Ching Yang, deputy director general of the Industrial Development Bureau (IDB), who witnessed the signing.
GPEC chief exec Chris Camacho told Reuters his org would co-locate as many TSMC suppliers and other related companies to the area as possible, and 40 companies are already considering investing in Arizona.
So things are moving forward, and many kinds of questions shall be asked. I'd expect water, IP, and mid-term perspectives to come up, for the time after production starts sometime in 2024. We'll see.
"While Libre-SoC began as "Libre RISC-V" envisioned as a low-power graphics/ #Vulkan accelerator, it has morphed into a hybrid CPU/GPU design built on #OpenPOWER and in very early form seeing test fabrication on a #TSMC 180nm process." https://www.phoronix.com/scan.php?page=news_item&px=Libre-SoC-Crypto-Project