Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) yesterday said it planned to supply graphics processor developer Nvidia Corp with embedded dynamic random access memory (DRAM) chips made on advanced 65-nanometer processing technology.
In a statement released yesterday, TSMC, the world's top contract chipmaker, said the provision of its functional 65nm product to Nvidia would allow it to outpace all rivals and create a first in the foundry industry.
"TSMC firmly believes that this new embedded DRAM process and IP [intellectual property] are well suited for the demands created by the convergence of the wireless, consumer and communications devices," said Jason Chen (陳俊聖), vice president of TSMC's corporate development division.
The 65nm embedded DRAM's higher bandwidth is ideal for videogame consoles, high-end networking, digital consuming and multimedia processors.
"The announcement could give a boost to TSMC's shares as the chipmaker is making further progress in developing new technologies," said Rick Hsu (徐稦成), a semiconductor industry analyst at Nomura Securities Co Ltd (野村證券) in Taipei.
TSMC's statement came after the closure of the stork market. Its shares rebounded 2.84 percent to NT$65.1 yesterday, compared to a 1.45 gain on the benchmark TAIEX index.
On Monday, HSBC Holdings Plc rated TSMC "overweight," with a 12-month price target of NT$82 on the stock.
"TSMC significantly benefits from greater diversification, pricing power, profitability, research and development, and capital efficiency and rapidly growing advanced capacity," HSBC analysts Steven Pelayo and Yao Tse-yong wrote in a report dated March 5.
Rival United Microelectronics Corp (
UMC shares yesterday climbed 1.9 percent to NT$19.
The HSBC report also rated China's Semiconductor Manufacturing International Corp (SMIC,
Analysts credited the management at SMIC "for pioneering a new strategy to focus on leading-edge capacity, while offloading trailing edge demand to factories belonging to others, but still managed by SMIC."
Micron Memory Taiwan Co (台灣美光), a subsidiary of US memorychip maker Micron Technology Inc, has been granted a NT$4.7 billion (US$149.5 million) subsidy under the Ministry of Economic Affairs A+ Corporate Innovation and R&D Enhancement program, the ministry said yesterday. The US memorychip maker’s program aims to back the development of high-performance and high-bandwidth memory chips with a total budget of NT$11.75 billion, the ministry said. Aside from the government funding, Micron is to inject the remaining investment of NT$7.06 billion as the company applied to participate the government’s Global Innovation Partnership Program to deepen technology cooperation, a ministry official told the
Taiwan Semiconductor Manufacturing Co (TSMC, 台積電), the world’s leading advanced chipmaker, officially began volume production of its 2-nanometer chips in the fourth quarter of this year, according to a recent update on the company’s Web site. The low-key announcement confirms that TSMC, the go-to chipmaker for artificial intelligence (AI) hardware providers Nvidia Corp and iPhone maker Apple Inc, met its original roadmap for the next-generation technology. Production is currently centered at Fab 22 in Kaohsiung, utilizing the company’s first-generation nanosheet transistor technology. The new architecture achieves “full-node strides in performance and power consumption,” TSMC said. The company described the 2nm process as
Shares in Taiwan closed at a new high yesterday, the first trading day of the new year, as contract chipmaker Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) continued to break records amid an artificial intelligence (AI) boom, dealers said. The TAIEX closed up 386.21 points, or 1.33 percent, at 29,349.81, with turnover totaling NT$648.844 billion (US$20.65 billion). “Judging from a stronger Taiwan dollar against the US dollar, I think foreign institutional investors returned from the holidays and brought funds into the local market,” Concord Securities Co (康和證券) analyst Kerry Huang (黃志祺) said. “Foreign investors just rebuilt their positions with TSMC as their top target,
H200 CHIPS: A source said that Nvidia has asked the Taiwanese company to begin production of additional chips and work is expected to start in the second quarter Nvidia Corp is scrambling to meet demand for its H200 artificial intelligence (AI) chips from Chinese technology companies and has approached contract manufacturer Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) to ramp up production, sources said. Chinese technology companies have placed orders for more than 2 million H200 chips for this year, while Nvidia holds just 700,000 units in stock, two of the people said. The exact additional volume Nvidia intends to order from TSMC remains unclear, they said. A third source said that Nvidia has asked TSMC to begin production of the additional chips and work is expected to start in the second
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