Discover and read the best of Twitter Threads about #TSMC
Most recents (17)
I got an interesting question about the #TSMC fabs, which are better-than-Class 100 cleanrooms (fewer than 100 particles of <.5 microns per cubic foot), and have the cleanest air I’ve ever breathed. The question from @marcaross: What does it taste like?
I’m curious what engineers who actually WORK in best-in-class cleanrooms say, but here’s my answer: 
It’s interesting how much the coveted effects of speed/meth (used on the midcentury battlefield, say) can be attributed to the decongestant part. And presumably, air with such low particulate matter is more easily breathed, thus the speedy effect
@XiomaraCastroZ @HectorZelaya
1/ El principal cambio en la geopolítica mundial desde el colapso de la URSS ha sido la supremacía tecnológica de occidente y su “salsa secreta” : democracia con sus libertades , y economía de mercado.
👉: Es aquí donde encaja Taiwán :
1/ El principal cambio en la geopolítica mundial desde el colapso de la URSS ha sido la supremacía tecnológica de occidente y su “salsa secreta” : democracia con sus libertades , y economía de mercado.
👉: Es aquí donde encaja Taiwán :
2/
“Perfectamente dicho.
Hablaré de este punto en un artículo sobre las impresionantes fábricas de #TSMC que saldrán la próxima semana @WIRED: que la industria de los semiconductores necesita democracia.
“Perfectamente dicho.
Hablaré de este punto en un artículo sobre las impresionantes fábricas de #TSMC que saldrán la próxima semana @WIRED: que la industria de los semiconductores necesita democracia.
3/ “Pero lo sorprendente es que la democracia también necesita la industria de los semiconductores, y especialmente TSMC.”
TSMC tiene su cuartel mundial y sus FABs ( fábricas) más avanzadas en Taiwan 🇹🇼 mismo .
TSMC tiene su cuartel mundial y sus FABs ( fábricas) más avanzadas en Taiwan 🇹🇼 mismo .
🔴Cerco si essere chiaro:
Se gli #USA riusciranno ad imporre anche alle aziende #UE restrizioni sull'esportazione di nostre tecnologie verso la #Cina, la UE perderà quel residuo di competitività che ancora ha
Ecco perché, breve thread
Se gli #USA riusciranno ad imporre anche alle aziende #UE restrizioni sull'esportazione di nostre tecnologie verso la #Cina, la UE perderà quel residuo di competitività che ancora ha
Ecco perché, breve thread
Obbiettivo #USA è limitare lo sviluppo economico e tecnologico della #Cina. Nella loro visione non essere più la prima economia al mondo comporterebbe rischi di sicurezza nazionale. Una posizione non condivisa da, per es, Svizzera, che non e' ne la prima economia ne è a rischio
Quindi da anni impongono vari embarghi, restrizioni all'export, di tecnologia USA verso la Cina nel tentativo di ritardarne lo sviluppo economico e tecnologico
La strategia ha una sua logica , ma funziona solo se anche altri paesi, idealmente tutto il mondo fanno lo stesso
La strategia ha una sua logica , ma funziona solo se anche altri paesi, idealmente tutto il mondo fanno lo stesso
🧵THREAD - #TSMC : Dump massif des fonds d'investissement
Pourquoi Warren Buffett et les fonds spéculatifs se détournent ils du géant des semi-conducteurs taiwanais ? 👇
Pourquoi Warren Buffett et les fonds spéculatifs se détournent ils du géant des semi-conducteurs taiwanais ? 👇
Il s'agit d'un revirement inhabituellement rapide pour l'investissement de Warren #Buffett
Le 14 Novembre, #Berkshire Hathaway a révélé pour la première fois sa participation de 4,1 milliards de dollars dans TSMC.
4 mois plus tard, elle était réduit à environ 618 millions.
Le 14 Novembre, #Berkshire Hathaway a révélé pour la première fois sa participation de 4,1 milliards de dollars dans TSMC.
4 mois plus tard, elle était réduit à environ 618 millions.
Berkshire a vendu ses actions après qu'elles aient grimpé d'environ 18 % par rapport au moment de leur achat initial.
Warren Buffett n'a donc pas perdu d'argent mais il a déclenché une véritable fuite des investisseurs et une chute importante de l'action.
Et l'explication...
Warren Buffett n'a donc pas perdu d'argent mais il a déclenché une véritable fuite des investisseurs et une chute importante de l'action.
Et l'explication...
1. Vous ne pouvez pas comprendre les tensions exacerbées à Taïwan sans connaître la question cruciale du quasi-monopole de la fabrication des semi-conducteurs à base manométrie (< 5nm) par le géant taïwanais #TSMC.
Pourquoi les USA et la Chine accélèrent ? #pelosi
Pourquoi les USA et la Chine accélèrent ? #pelosi
2. TSMC détient 92 % du marché mondial des puces à base manométrie, ils fournissent notamment Apple. Leur savoir-faire unique au monde pose un problème de dépendance aux Américains car sans les Taïwanais comment préserver leur avance technologique ?
bloomberg.com/opinion/articl…
bloomberg.com/opinion/articl…
3. Le Pentagone a insisté pour que des fonderies de puces soient créées aux USA afin de garantir l’approvisionnement de ces composants vitaux en cas de guerre.
La décision Trump de couper les livraisons de puces au géant technologique chinois Huawei a provoqué une onde de choc.
La décision Trump de couper les livraisons de puces au géant technologique chinois Huawei a provoqué une onde de choc.
I spoke with #TSMC's Former General Counsel Richard "Dick" Thurston on how to interpret the #China provision in the #CHIPSAct. One provision prevents recipients of the funding from expanding advanced chip capacity in China in next 10 years. What is exactly restricted? (1/11)
"..the covered entity MAY NOT engage in any SIGNIFICANT TRANSACTION....involving the MATERIAL EXPANSION of semiconductor manufacturing capacity in the People’s Republic of China." The restriction is designed for advanced node under 28-nanometer (28nm not included). (2/11)
#TSMC SAYS Q2 NET PROFIT T$237.0 BLN (MARKET FORECAST T$219.13 BLN)
#TSMC sees 2022 sales to grow by mid-30% in USD terms
#TSMC sees a long-term gross margin of at least 53% is achievable.
As 3 maiores empresas de #Taiwan -Foxconn, Pegatron e TSMC tem fábricas espalhadas pela #China -principalmente em #Shangai-, de onde exportam barato, para todo o planeta. Donos e acionistas ficarão contra Xi Jinping?
Em caso de anexação, os empresários taiwaneses e acionistas globais ficarão ao lado de Xi Jinping ou de Tsai Ing-wen?
Quem estará disposto a perder mais de U$15 bilhões em lucros líquidos anuais por conta de uma mudança administrativa e política?
Quem estará disposto a perder mais de U$15 bilhões em lucros líquidos anuais por conta de uma mudança administrativa e política?
Caso a China corte a cadeia de suprimentos da #TSMC -a empresa mais importante do planeta Terra e 3 vezes maior do que o principal concorrente, a Samsung Semiconductor, da Coréia do Sul-, a derrocada da empresa afetará a economia global no dia seguinte, em efeito-dominó.
De l’Ukraine 🇺🇦 à Taïwan 🇹🇼. Pourquoi les 2 conflits sont liés ?
Un #Thread 🧶 pour comprendre : ⤵️ 🌍
Un #Thread 🧶 pour comprendre : ⤵️ 🌍
1/ « L’Ukraine aujourd’hui, Taïwan demain »
Ce sont les mots de John Avlon présentateur de CNN qui est passé dans le Late Show de Stephen Colbert il y a quelques jours. Il n’est pas le seul à penser de la sorte.
Ce sont les mots de John Avlon présentateur de CNN qui est passé dans le Late Show de Stephen Colbert il y a quelques jours. Il n’est pas le seul à penser de la sorte.
Si les Américains sont concentrés sur l’Asie, ils ont certainement conscience que Pékin regarde avec grande attention la réaction américaine en Europe.
A thread on Taiwan Semiconductor Manufacturing Company (TSMC) and basics of semiconductors
#TSMC #semiconductors #semiconductorshortage #Taiwan
Given the importance and buzz around semis, a timely thread on TSMC --> One of the most important companies in the world!
#TSMC #semiconductors #semiconductorshortage #Taiwan
Given the importance and buzz around semis, a timely thread on TSMC --> One of the most important companies in the world!
1/ Semis basics
Semiconductor is a tiny electronic device composed of
billions of components that store, move, and process data.
Chips are fundamental to emerging technological applications such as AI, Cloud, Metaverse, 5G, IoT, large-scale data processing and supercomputing
Semiconductor is a tiny electronic device composed of
billions of components that store, move, and process data.
Chips are fundamental to emerging technological applications such as AI, Cloud, Metaverse, 5G, IoT, large-scale data processing and supercomputing
2/ Semi fabs are characterized by size of wafer and the transistor
The leader in chip mfg. is the fab that can produce the next “Tech node” first
Fabs have to make continuous R&D and capital investments to produce the most advanced semis with reduced feature size
The leader in chip mfg. is the fab that can produce the next “Tech node” first
Fabs have to make continuous R&D and capital investments to produce the most advanced semis with reduced feature size
Now Intel is stepping up their game to compete w/ TSMC & Samsung on cutting edge semiconductor manufacturing!
Imagine: huge companies COMPETING & building chip plants all in Western countries w/ friendly Democracies! ❤
#ProDemocracy
#Semiconductors
#Intel
#Samsung
#TSMC
Imagine: huge companies COMPETING & building chip plants all in Western countries w/ friendly Democracies! ❤
#ProDemocracy
#Semiconductors
#Intel
#Samsung
#TSMC
Intel made Pat Gelsinger CEO in Feb. 2021 to chart a new course in semiconductors to make Intel competitive again
"I think I have more concrete trucks working for me today than any other human on the planet"
cnbc.com/2021/11/06/how…
"I think I have more concrete trucks working for me today than any other human on the planet"
cnbc.com/2021/11/06/how…
Intel CEO Gelsinger:
"We have construction in Oregon, New Mexico, Arizona, Ireland and Israel. And we expect to plant our next major fabs in the U.S. and Europe before the end of this year."
"We have construction in Oregon, New Mexico, Arizona, Ireland and Israel. And we expect to plant our next major fabs in the U.S. and Europe before the end of this year."
JUST IN:
TSMC 3Q net income NT$156.3b, [Est. Nt$149.59b Prev.137.31b]
TSMC 3Q Gross margin 51.3%, [Est. 50.6%]
#TSMC #semiconductor #chips
TSMC 3Q net income NT$156.3b, [Est. Nt$149.59b Prev.137.31b]
TSMC 3Q Gross margin 51.3%, [Est. 50.6%]
#TSMC #semiconductor #chips
#TSMC 3Q revenue NT$414.67b, [Est. Nt$413.56b Prev.356.42b]
TSMC posted a 13.8% rise in quarterly net profit, boosted by a surge in global demand for #semiconductors for smartphones and laptops amid a supply shortage.
TSMC posted a 13.8% rise in quarterly net profit, boosted by a surge in global demand for #semiconductors for smartphones and laptops amid a supply shortage.
#TSMC:
The shipment of 5nm chips accounted for 18% of the company's total silicon wafer sales in the 3Q2021, while 7nm chips accounted for 34%.
$TSM #semiconductor #chips
The shipment of 5nm chips accounted for 18% of the company's total silicon wafer sales in the 3Q2021, while 7nm chips accounted for 34%.
$TSM #semiconductor #chips
#TSMC #Samgsung
Myth of #freecapitalism (thuggery) revealed.
US is no longer resorting to industrial espionage/hacking. It's pressing a gun to the chip makers' heads to request handover of trade secrets "voluntarily" in the name of "transparency" & "chip supply chain security".
Myth of #freecapitalism (thuggery) revealed.
US is no longer resorting to industrial espionage/hacking. It's pressing a gun to the chip makers' heads to request handover of trade secrets "voluntarily" in the name of "transparency" & "chip supply chain security".
Can you imagine the CPC asking US companies to voluntarily handover their trade secrets? US is doing it to foreign companies without being condemned.
The global chip shortage crisis is still not eased, and the US is forcing TSMC, Samsung and other semiconductor manufacturers:
The global chip shortage crisis is still not eased, and the US is forcing TSMC, Samsung and other semiconductor manufacturers:
"Within 45 days, hand over inventory, orders, sales records and other confidential data."
"If you don't hand it over, we have other ways to 'force' you to do so." "We don't want to go that far, though." On the grounds of improving the "supply chain transparency" of chips.
"If you don't hand it over, we have other ways to 'force' you to do so." "We don't want to go that far, though." On the grounds of improving the "supply chain transparency" of chips.
#SCOOP - Biden administration has relaxed restrictions on US officials meeting counterparts from #Taiwan, in yet another example that taking tough stance towards Beijing. #China on.ft.com/3mAWdJC
US officials will be able to meet Taiwanese officials at federal government offices, and also at the de facto Taiwanese embassy and consulates across the US.
In one big change, US officials can attend events at Twin Oaks, which served as the Republic of China (Taiwan) ambassador's residence until the US switched diplomatic recognition from Taipei to Beijing four decades ago.
💥He recopilado las 69 MEJORES EMPRESAS que lo pueden hacer mejor en los próximos años💥
👉Descripción, precio, crecimiento, características y valuación de 5 años en un sola página⚡️
🔥SUPER hilo desglosado en sectores🔥
⬇️
El informe completo en mi web carlosmatag.com
👉Descripción, precio, crecimiento, características y valuación de 5 años en un sola página⚡️
🔥SUPER hilo desglosado en sectores🔥
⬇️
El informe completo en mi web carlosmatag.com
16 sectores con mucho potencial:
1 Base de datos🖥️
2 Internet💻
3 Games / Streaming🎮
4 Fintech💸
5 Impresoras 3D📟
6 Evs🚗
7 Semiconductores🔌
8 Drones🚁
9 Realidad virtual📺
10 Software💽
11 Renovables☀️
12 IoT📠
13 Telemedicina🩺
14 Medicina🧬
15 Ecommerce🛒
16 Cannabis🍀
1 Base de datos🖥️
2 Internet💻
3 Games / Streaming🎮
4 Fintech💸
5 Impresoras 3D📟
6 Evs🚗
7 Semiconductores🔌
8 Drones🚁
9 Realidad virtual📺
10 Software💽
11 Renovables☀️
12 IoT📠
13 Telemedicina🩺
14 Medicina🧬
15 Ecommerce🛒
16 Cannabis🍀
Taiwan, Semiconductors and the Geopolitical Tech War
The market value of the global semiconductor industry has recently overcome the global energy sector. The market is telling us that chips are more important than oil.
Chips are the commodity of the future.
1/6
The market value of the global semiconductor industry has recently overcome the global energy sector. The market is telling us that chips are more important than oil.
Chips are the commodity of the future.
1/6
At the end of 2019, the market value of Taiwan's TSMC was $200b, while Intel was $350 billion. Today, TSMC is at $570 billion, while Intel has dropped to $260 billion.
Why?
Last summer, TSMC came out and said they can now make 7nm chips and will make 3nm chips in 2023.
2/6
Why?
Last summer, TSMC came out and said they can now make 7nm chips and will make 3nm chips in 2023.
2/6
Whereas Intel said they won’t be able to make 7nm chips until 2021. So in 2020, we witnessed the passing of the technological baton from Intel to TSMC. The leadership in the semiconductor industry now belongs to Taiwan.
3/6
#Taiwan #semiconductor #intel #TSMC $INTC $TSM
3/6
#Taiwan #semiconductor #intel #TSMC $INTC $TSM
La crise du #COVIDー19 n’empêche pas la poursuite de la rivalité #tech sino-américaine. Exemple ici avec les semi-conducteurs (#microchips), dont la «géopolitique» est aussi complexe qu’instructive sur les reconfigurations mondiales de la technologie. 1/ ⬇️
Les semi-conducteurs sont à la fois un enjeu technologique (miniaturisation & sophistication avec intégration d’#IA), un fait économique (prolifération + industrie ultra-globalisée) et un enjeu stratégique (frictions politique de Trump / velléités 🇨🇳 de rattrapage techno) 2/
Illustration (partielle…) de la globalisation de l'industrie des semi-conducteurs : 3/
