Success88
04-09
$Taiwan Semiconductor Manufacturing(TSM)$ 

TSMC, the world's leading chipmaker, is firing on all cylinders. With their highly anticipated Arizona fab approaching pilot production ahead of schedule, a second fab confirmed in Japan, and their CoWoS technology leading the advanced packaging game, TSMC's future is undeniably bullish.

The Arizona fab, a massive undertaking aimed at bolstering US chip production, is expected to begin pilot production by mid-April, a significant milestone ahead of initial projections. This signals a potential early start to mass production, possibly by the end of 2024. An official announcement is expected at TSMC's upcoming press conference on April 18th. This fab, along with the first fab in Kumamoto, Japan, which is on track for record-breaking speed to mass production by Q4 2024, highlights TSMC's aggressive expansion strategy.

But TSMC's dominance extends beyond geographical reach. Their CoWoS (Chip-on-Wafer-on-Substrate) technology is the crown jewel of advanced packaging. CoWoS enables the integration of multiple chiplets and high-bandwidth memory (HBM) cubes in a single package, creating incredibly powerful and efficient processors. This technology is critical for next-generation applications in artificial intelligence, high-performance computing, and data centers.

With major clients like Nvidia, Apple, and AMD relying on CoWoS for their cutting-edge products, TSMC is perfectly positioned to capitalize on the surging demand for high-performance chips. The recent news of TSMC ramping up CoWoS production by 20% to meet this demand further underscores their leadership in this space.

TSMC's strategic investments, technological prowess, and A-list clientele paint a clear picture of a company primed for exceptional growth. With the US fab nearing production, Japan expanding its footprint, and CoWoS remaining the frontrunner in advanced packaging, TSMC is poised for a remarkable takeoff. @TigerEvents @TigerClub @MillionaireTiger @TigerStars @Tiger_SG 


Will Semi Firms be Impacted by Supply Chain Problems?
A magnitude 7.4 earthquake struck eastern Taiwan, triggering a tsunami warning. During the January earthquake in Japan, semiconductor companies were forced to halt operations. The earthquake could disrupt TSMC's operations, thus impacting the semiconductor supply chain. ----------------- Will semiconductor firms be impacted by supply chain disruptions?
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Comments

  • zingie
    04-09
    zingie
    No wonder big boys like Nvidia, Apple, and AMD all depend on them.
  • twinkle5
    04-09
    twinkle5
    Wah, TSMC really doing a great job leh!
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