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South Korea's Samsung has invested billions in the U.S. and plans further spending to expand chipmaking capacity there. (Source photos by Samsung)
KIM JAEWON and CHENG TING-FANG
July 3, 2025 17:36 JST
SEOUL/TAIPEI -- Samsung Electronics is delaying completion of a semiconductor factory in the...
Not bad but for a boutique foundry but TSMC will grow 35-40% this year. Margins for UMC in 2024 were 32%, margins for TSMC in 2024 were 56%. Expect even better margins for TSMC in 2025. UMC will probably be the same.
TAIPEI, Taiwan--(BUSINESS WIRE)--United Microelectronics Corporation (NYSE: UMC; TWSE: 2303) (“UMC”), today reported unaudited net sales for the month of June 2025.
Additional information about UMC is available on the web at https://www.umc.com.
Contacts
Michael Lin / David Wong
UMC...
18A is not a flop. The 18A PDK flopped for external use, different thing. From what I am told 18A yield is good.
If 14A does not yield Intel will be fabless. Hopefully Lip-BU put a hold on HNA-EUV to reduce risk.
I still say Intel could do deals with Samsung, GlobalFoundries, etc... like...
True. Last time that happened was our 40th anniversary and she did not back down but I did get a happy wife and happy life. Gotta pick your battles carefully.
I'm the same way with my wife. I asked for a $1M sailboat and we settled on one for $250k. She really negotiated me down. Before That I told her I wanted a motorcycle. End up with a new Porsche Convertible . She really got me on that one. :ROFLMAO:
As a leader in automotive chips, NXP's transformation is in line with the demand for automotive chips to evolve towards high integration and low power consumption, especially in the fields of smart cockpits and autonomous driving, which require 12-inch support for advanced processes.
Currently...
I am not aware of any 18A external tape-outs thus far and that includes Amazon and Microsoft. Maybe we will hear more real about customers on the next investor call. With the staffing cuts that is going to be a big call.
TSMC has the lowest cost manufacturing so yes they could price Intel and the rest of the foundries out of the market. Bad strategy though unless you want to be investigated by foreign governments.
The funny thing about Samsung Foundry is that they have both the lowest wafer prices and the...
What a ridiculous title. Intel Foundry never had a shot at Apple business.
Is this the same person? Or did AI steal an identity?
https://www.linkedin.com/in/naumanhk/
Intel (INTC) May Kill 18A in Billion-Dollar Bid for Apple, Nvidia
Nauman khan
Wed, July 2, 2025 at 4:58 AM PDT
Yahoo is...
Key Points
- Under President Donald Trump’s “big, beautiful bill” passed by the Senate, tax credits for semiconductor firms building capacity in the U.S. could rise to 35% from an existing rate of 25%.
- Companies eligible for the credits could include chipmakers such as Intel, Taiwan...
Exclusive usually = hit piece. Unnamed sources etc... :sleep:
Lip-Bu is out talking to customers so the foundry strategy may change.
The truth of the matter is that Intel 18A is a great process but it missed the market window for the big fabless customers. Rather than chase 3rd and 4rth tier...
The question I have is why did it take four people to write this article when AI could have done a better job? Modern media is going to get cremated by AI.
Charles Shi has a PhD in Material Science from Berkley and worked at Applied Materials. That is the kind of analyst I listen to:
“Using TSMC's publicly stated AI revenue target (~$90B by 2029) and AI accelerator outlook (~50MM units by 2030), we developed our AI wafer demand model and found...
Summary
Needham sees TSMC harnessing more compute dies per package to hit a $90 billion AI revenue milestone by 2029
July 1 - Taiwan Semiconductor Manufacturing Company Limited (TSM, Financial) shares edged up on Tuesday, underlining renewed investor interest in its AI growth trajectory...
That would be good to know. Samsung Electronics is $200B+ and chips are inside all of their products I would assume. They do use QCOM SoCs for phones but they also have their own processor for the Korean market. In the US it is QCOM. Other countries vary.
We have a Samsung TV and Samsung...
This tracks with what I am hearing in the trenches. Samsung Foundry will die a slow and silent death supporting only internal demand and select key customers. The race for the leading edge processes is over. TSMC has won again. This is also good news for Intel Foundries 14A. Hopefully Lip-Bu is...
Samsung Foundry held the 'SAFE Forum 2025' for its partners at the Samsung Finance Campus in Seocho-gu, Seoul on the 1st. The 'Samsung Foundry Forum (SFF)' was not held and was replaced with a VIP dinner.
Samsung Electronics' foundry division has officially announced the postponement of mass...
