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Jul 28, 2020 03:30 pm ·

Intel Might Outsource 3nm, 5nm from TSMC as Global Foundry Race Warms Up

Intel Corporation (INTC:NASDAQ) has already distributed the process of manufacturing of its new Ponte Vecchio GPU to TSMC (2330:TW, TSM:NYSE). The latter is going to make 180,000 chips at the 6 nm process nodes level by 2021. In addition, TSMC is also likely to receive Intel’s 5nm and 3nm orders. There is an ongoing discussion between the two giants, according to industry sources. While it is too early to say whether TSMC will start massive production of advanced Intel-designed integrated circuits, some experts mention 2022 as the year of the possible involvement of the foundry on a larger scale. Meanwhile, the mainland's top chip manufacturer – SMIC (688981:SH, 00981:HKEX) – went public on the country's tech-focused Star Market on July 16, raising in excess of USD 6 billion on IPO day. Now, the company is effectively among the five largest semiconductor foundries in the world. China's rise is apparently one of the factors Intel's top management considered before making the strategic decision of moving further towards the fabless model. TSMC’s shares have added another 13.50% since Intel's announcement, reaching an all-time high at over TWD 430 apiece. TSMC currently owns over 40% of the chip-making cake globally; except for Samsung, it is the only possible company that Intel can outsource the chip manufacturing from. Benefitting from the recent news, TSMC became the world’s tenth most valuable company.

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Jul 16, 2020 09:39 am ·

SMIC Spikes 228% in IPO Debut on China’s Hyped Star Market

On July 16, China’s largest foundry Semiconductor Manufacturing International Corporation (SMIC, 00981:HKEX, 688981:SH) went public, raising CNY 46.29 billion. The stock price flew up to CNY 90.00 soon after the open-market transactions kicked off. The IPO is China’s largest in 10 years. But the scale is not the only one in the list of reasons for following this story. SMIC is the only mainland-based foundry capable of 14nm processing, it accounted for 4.80% of the global market in the second quarter of 2020, while Taiwanese TSMC ranked the first with 51.50% market share. Owing to high R&D expenditure requirements and the fast speed of hardware generation upgrades, most semiconductor companies are fabless. To better fit demands from the high performance of terminal devices, TSMC has invested a lot in R&D, possessing the most advanced 7nm node processing techniques and will, almost certainly, be the first to realize the volume production of 5nm this year. Manufacturing at 7nm and 5nm process nodes is essential for 5G equipment and edge devices. The Huawei saga is one of the core narratives here, as the Shenzhen tech giant was TSMC’s second-largest client in 2019, accounting for 14% of its revenue.   SMIC, which is planning to become China’s chipmaker-in-chief, still lacks behind TSMC in many respects. One is CapEx. The Star Market listing is projected to partly resolve the issue.

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Jun 21, 2020 04:23 pm · Tencent

FDA is Authorizing the AI Products in Healthcare

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Jun 21, 2020 01:28 am · Sina Finance

JD Digits is Promoting an Intelligent Client Side

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Jun 21, 2020 01:02 am · ikanchai

Cambricon is Keeping Improving Its Products

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Jun 19, 2020 09:31 pm · Choice

Wangfujing is Cooperating with ByteDance

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Jun 18, 2020 01:25 am · Wangyi

4Paradigm is Helping the Transition of AI

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Jun 18, 2020 12:43 am · JKEABC

CloudWalk Technology is Expanding its Business Scope

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