thejapantimes, 7 days ago to business

Foreign investors bought $2.7 billion of Taiwanese stocks in May, reversing a two-month selling streak, driven by AI optimism and strong chip stocks. https://www.japantimes.co.jp/business/2024/06/03/tech/ai-fever-taiwanese-stocks/ #business #tech #taiwan #ai #nvidia #semiconductors #tsmc

thejapantimes, 14 days ago to business

A planned move by Taiwan Semiconductor Manufacturing Co. to locate some of its chipmaking facilities abroad will be "very beneficial” for Taiwan, a senior government official has said. https://www.japantimes.co.jp/business/2024/05/27/companies/tsmc-foreign-investments-taiwan/ #business #companies #taiwan #tsmc #semiconductors

thejapantimes, 19 days ago to worldwithoutus

ASML and TSMC have ways to disable the world’s most sophisticated chipmaking machines in the event that China invades Taiwan, according to people familiar with the matter. https://www.japantimes.co.jp/news/2024/05/21/asia-pacific/politics/asml-tsmc-disable-chips-possible/ #asiapacific #politics #taiwan #china #thenetherlands #tsmc #asml #chipmakers #semiconductors

bsletten, 20 days ago to technology

In case the connection between advanced chips and geopolitics wasn’t painfully clear:

#technology #asml #tsmc

https://www.tomshardware.com/tech-industry/tsmcs-euv-machines-are-equipped-with-a-remote-self-destruct-in-case-of-an-invasion

jchyip, 21 days ago to random

#TSMC ’s debacle in the American desert https://restofworld.org/2024/tsmc-arizona-expansion/

thejapantimes, 24 days ago to business

Japan's Rapidus project, which brings together some of the world's biggest companies, is the "last opportunity" to put the country's once-dominant semiconductor sector back on the global map, its chairman warned. https://www.japantimes.co.jp/business/2024/05/17/companies/rapidus-could-revive-japan-semiconductors/ #business #companies #rapidus #chipmakers #tech #tsmc

sprocket, 25 days ago to intel

Explosion rocks #TSMC Phoenix fab with one death 😨

My team at #Intel #Fab42 discussed this.

Hopefully some lessons can be learned and future injury/death prevented.

https://www.abc15.com/news/local-news/one-injured-after-reports-of-explosion-at-tsmc-factory-in-north-phoenix

LoneLocust, 25 days ago to Taiwan

TSMC plant in north Phoenix: Fire units responding to hazmat call.

#TSMC #Taiwan #Phoenix https://archive.is/2024.05.16-005612/https://www.azcentral.com/story/news/local/phoenix-breaking/2024/05/15/hazardous-materials-call-at-tsmc-plant-in-north-phoenix/73707664007/

thejapantimes, 28 days ago to business

Superpowers led by the U.S. and European Union have funneled nearly $81 billion toward cranking out the next generation of semiconductors, escalating a global showdown with China for chip supremacy. https://www.japantimes.co.jp/business/2024/05/13/tech/global-chips-battle-subsidy/ #business #tech #us #china #semiconductors #eu #nvidia #qualcomm #huawei #tsmc #smic

thejapantimes, 29 days ago to business

The newly-elected governor of Kumamoto Prefecture said he’s ready to ensure wide-ranging support to woo Taiwan Semiconductor Manufacturing Co. (TSMC) to build its third Japanese chip factory there. https://www.japantimes.co.jp/business/2024/05/12/kumamoto-governor-ready-for-tsmc-third-plant/ #business #kumamoto #taiwan #tsmc #chipmakers #manufacturing

1br0wn, 1 month ago to ai

‘For those looking for a sign of peak #AI hype, the focus should be on the mismatch between steep valuations and the slower than expected pace of broader enterprise adoption of AI, rather than normal cyclical forces.' #chips #ASML #TSMC #Samsung #Nvidia #Arm https://www.ft.com/content/b7462460-c7bd-4231-aca5-310da6bc6517

stefanlaser, 1 month ago to random

#tsmc in Arizona: a concrete monster hungry for water, in the middle of the desert, driving a culture shock. A debacle? That’s quite a story by Rest of the World.

I wonder how this will play out in Dresden, when the new chip facility comes.

https://restofworld.org/2024/tsmc-arizona-expansion/

RockyC, 1 month ago to random

Now where have I seen this story before…?

#tsmc

Inside TSMC’s Expansion Struggles in Arizona https://restofworld.org/2024/tsmc-arizona-expansion/

KimPerales, 1 month ago (edited 1 month ago) to workersrights

The NLRB should investigate #TSMC:

“I love challenges & pushing myself, but this was lunatic-level ldrshp."

Bruce: reality of working at TSMC wasn’t exactly what he'd envisioned. While working on nanometer-level processes to make state-of-the-art chips -struggled w language barriers, long hours, & a strict hierarchy -PROD at the FAC: now set to start in 2025.

TSMC insiders: key to co’s success: intense, MIL-style work ENVIR. Engineers work 12-hr days-.

#WorkersRights https://restofworld.org/2024/tsmc-arizona-expansion/

ErikJonker, 1 month ago to Nvidia

No news but Interesting how the CEO's of Nvidia (Jensen Huang) and AMD (Lisa Su) are actually related. TSMC is also from Taiwan which illustrates how important this country is in the chip industry.
https://www.tomshardware.com/news/jensen-huang-and-lisa-su-family-tree-shows-how-closely-they-are-related
#Nvidia #AMD #TSMC #Taiwan #geopolitics