Page 79 - Smc News Today

Taiwans main display driver IC (DDI) suppliers, including Novatek Microelectronics and Sitronix Technology, are set to raise their quotes for some new offerings by 10-15% starting in April and will increase wafer starts with foundry partners, signaling a turnaround for the chip segment that was first and worst hit by the sluggish terminal market demand over the past year, according to industry sources.

TSMC is expected to see 5nm and 4nm chip sales generate an additional NT$100 billion in 2023, despite a roughly flat revenue growth this year, according to industry sources.

Budget committee clears $210 million, plus supersiting authority for governor, to up-or-down votes by the Senate and House in the coming week.

The US escalation of the chip war with China has prompted more companies to shift their orders to Taiwan-based pure-play foundries. However, contract prices provided by TSMC and other Taiwanese foundries for orders transferred from Chinese counterparts are highly stiff, with many requesting long-term contracts, a specific scale, and even "designation fees," according to industry sources.

Misha Lu, DIGITIMES Asia, Taipei

TSMC has seen a ramp-up in orders from Nvidia for the GPU vendors A100 and H100 chips, as well as lower-spec A800 series explicitly designed for the Chinese market, according to industry sources.

Foundry house TSMC plays a crucial role in the semiconductor sector, and the world economy in general.

Capacity utilization rates for TSMCs 7nm process platform consisting of N7, N6, and their process variants have fallen below 50%, according to industry sources.

A multitude of semiconductor applications has blossomed in recent years. The rise and fall of Huaweis HiSilicon Semiconductor after a decade of rapid development are the most noteworthy case study against the backdrop of the China-US trade war. While it is regarded as the epitome of Chinas self-sufficiency in semiconductors, it also fell victim to multiple bans and restrictions from the US.

Semiconductor manufacturing is one of the dominant sources of carbon emissions. Vast amounts of power are required to manufacture the chips. Most discussion about the methods to limit global warming focuses on reducing the emission of greenhouse gas (GHG). How do leading chip makers boost their sustainability and minimize the climate impact at the same time?