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TSMC Says 'A16' Chipmaking Tech to Arrive in 2026, Setting up Showdown With Intel

(Reuters) - Taiwan Semiconductor Manufacturing Co said on Wednesday that a new chip manufacturing technology called "A16" will enter production in the second half of 2026, setting up a showdown with l

TSMC Says 'A16' Chipmaking Tech to Arrive in 2026, Setting up Showdown With Intel

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Intel last week revealed that it plans to be the first to use the machines, which can cost $373 million each, to develop its 14A chip.</p><p>TSMC also revealed a new technology for suppling power to computer chips from the backside of the chip, which helps speed up AI chips and will be available in 2026.</p><p>Intel has announced a similar technology intended to be one of its primary competitive advantages.</p><p>Analysts said the announcements called into question Intel&#39;s claims that it will retake the world chipmaking crown.</p><p>&#34;It&#39;s debatable, but on some metrics, I don&#39;t think they&#39;re ahead,&#34; Dan Hutcheson, vice chair at analyst firm TechInsights, said of Intel.</p><p>But Kevin Krewell, a principal at TIRIAS Research, cautioned that both Intel and TSMC&#39;s technologies remain years away from delivering the technology and will need to prove that real chips match their keynote presentations.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTSMC Says 'A16' Chipmaking Tech to Arrive in 2026, Setting up Showdown With Intel\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-04-25 08:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - Taiwan Semiconductor Manufacturing Co said on Wednesday that a new chip manufacturing technology called &#34;A16&#34; will enter production in the second half of 2026, setting up a showdown with longtime rival Intel over who can make the world&#39;s fastest chips.</p><p>TSMC, the world&#39;s biggest contract manufacturer of advanced computing chips and a key supplier to Nvidia and Apple, announced the news at a conference in Santa Clara, California, where TSMC executives said that makers of AI chips will likely be the first adopters of the technology rather than a smartphone maker.</p><p>Analysts told Reuters that the technologies announced on Wednesday could call into question Intel&#39;s claims in February that it will overtake TSMC in making the world&#39;s fastest computing chips with a new technology Intel calls &#34;14A.&#34;</p><p>Kevin Zhang, TSMC&#39;s senior vice president of business development, told reporters that the company has developed its new A16 chipmaking process faster than expected because of demand from AI chip firms, without naming specific customers.</p><p>AI chip firms &#34;really want to optimize their designs to get every ounce of performance we have,&#34; Zhang said.</p><p>Zhang said that TSMC does not believe it needs to use a ASML&#39;s new &#34;High NA EUV&#34; lithography tool machines to build the A16 chips. Intel last week revealed that it plans to be the first to use the machines, which can cost $373 million each, to develop its 14A chip.</p><p>TSMC also revealed a new technology for suppling power to computer chips from the backside of the chip, which helps speed up AI chips and will be available in 2026.</p><p>Intel has announced a similar technology intended to be one of its primary competitive advantages.</p><p>Analysts said the announcements called into question Intel&#39;s claims that it will retake the world chipmaking crown.</p><p>&#34;It&#39;s debatable, but on some metrics, I don&#39;t think they&#39;re ahead,&#34; Dan Hutcheson, vice chair at analyst firm TechInsights, said of Intel.</p><p>But Kevin Krewell, a principal at TIRIAS Research, cautioned that both Intel and TSMC&#39;s technologies remain years away from delivering the technology and will need to prove that real chips match their keynote presentations.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4503":"景林资产持仓","BK4574":"无人驾驶","LU0149725797.USD":"汇丰美国股市经济规模基金","BK4551":"寇图资本持仓","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4573":"虚拟现实","BK4505":"高瓴资本持仓","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","BK4581":"高盛持仓","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0238689110.USD":"贝莱德环球动力股票基金","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4170":"电脑硬件、储存设备及电脑周边","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","LU0072462426.USD":"贝莱德全球配置 A2","BK4529":"IDC概念","LU0056508442.USD":"贝莱德世界科技基金A2","LU0080751232.USD":"富达环球多元动力基金A","BK4592":"伊斯兰概念","NVDA":"英伟达","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","INTC":"英特尔","BK4571":"数字音乐概念","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4507":"流媒体概念","LU0109392836.USD":"富兰克林科技股A","BK4576":"AR","BK4587":"ChatGPT概念","BK4575":"芯片概念","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0444971666.USD":"天利全球科技基金","BK4527":"明星科技股","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4501":"段永平概念","BK4141":"半导体产品","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","BK4579":"人工智能","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4588":"碎股","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC"},"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2430497613","content_text":"(Reuters) - Taiwan Semiconductor Manufacturing Co said on Wednesday that a new chip manufacturing technology called \"A16\" will enter production in the second half of 2026, setting up a showdown with longtime rival Intel over who can make the world's fastest chips.TSMC, the world's biggest contract manufacturer of advanced computing chips and a key supplier to Nvidia and Apple, announced the news at a conference in Santa Clara, California, where TSMC executives said that makers of AI chips will likely be the first adopters of the technology rather than a smartphone maker.Analysts told Reuters that the technologies announced on Wednesday could call into question Intel's claims in February that it will overtake TSMC in making the world's fastest computing chips with a new technology Intel calls \"14A.\"Kevin Zhang, TSMC's senior vice president of business development, told reporters that the company has developed its new A16 chipmaking process faster than expected because of demand from AI chip firms, without naming specific customers.AI chip firms \"really want to optimize their designs to get every ounce of performance we have,\" Zhang said.Zhang said that TSMC does not believe it needs to use a ASML's new \"High NA EUV\" lithography tool machines to build the A16 chips. Intel last week revealed that it plans to be the first to use the machines, which can cost $373 million each, to develop its 14A chip.TSMC also revealed a new technology for suppling power to computer chips from the backside of the chip, which helps speed up AI chips and will be available in 2026.Intel has announced a similar technology intended to be one of its primary competitive advantages.Analysts said the announcements called into question Intel's claims that it will retake the world chipmaking crown.\"It's debatable, but on some metrics, I don't think they're ahead,\" Dan Hutcheson, vice chair at analyst firm TechInsights, said of Intel.But Kevin Krewell, a principal at TIRIAS Research, cautioned that both Intel and TSMC's technologies remain years away from delivering the technology and will need to prove that real chips match their keynote presentations.","news_type":1},"isVote":1,"tweetType":1,"viewCount":323,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":33,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}