According to China Renaissance, TSMC might adopt High-NA EUV lithography for a post-1nm process technology in 2030 or later.
Teardown reveals that SMIC did not produce Huawei's 5nm Kirin 9006C laptop processor, it was TSMC in 2020.
The tariffs haven't been applied to PC components since March of 2022, and they won't for at least another six months.
The New Year earthquake in Japan could have consequences for PC component supplies. Toshiba announced it had closed a NAND facility while safety assessments are being completed.
The SEMI World Fab Forecast report predicts that China will lead the global semiconductor industry expansion in 2024.
ASML can no longer sell its Twinscan NXT:2050i and NXT:2100i DUV lithography systems to Chinese clients. The impact isn't expected to be significant, given existing restrictions.
Tesla is expected to use TSMC's performance-enhanced N3P technology for its next-generation autonomous driving processor.
Chinese carmaker Nio develops a 5nm processor for autonomous driving applications that packs 50 billion transistors.
Transistor density will continue to increase with new process technologies, TSMC believes.
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