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2 clusters · 23 sources · 1 days · First seen 29 days ago · Last updated 28 days ago

Global semiconductor manufacturing and technology shifts

Overview

The semiconductor industry is experiencing shifts in material focus and manufacturing technology. In Taiwan, companies are adapting to the rise of gallium nitride (GaN) as a more efficient alternative to silicon for high-power applications like electric vehicles. While TSMC is progressively exiting its business of manufacturing GaN wafers for third parties, other firms such as Powerchip Semiconductor Manufacturing Corporation (PSMC) and Vanguard International Semiconductor (VIS) are expanding their production capacities to meet demand. TSMC has noted that its GaN devices can achieve switching speeds up to ten times faster than silicon-based devices in certain applications.

Major manufacturers are also adjusting investment and lithography strategies. Nanya Technology has increased its investment budget for its Fab 5A facility in Taiwan to approximately $10.7 billion to produce 10-nanometer class DRAM using EUV lithography. Simultaneously, TSMC and Samsung Electronics have indicated delays in adopting ASML’s High-NA EUV lithography systems, with TSMC delaying acquisition until 2029 and Samsung potentially pushing implementation to the 1-nanometer node around 2030 due to high costs and technical requirements.

To secure localized supply chains, Sony Group Corporation and TSMC have formalized a binding agreement to establish Advanced Vision Semiconductor Manufacturing Corporation in Koshi City, Kumamoto Prefecture, Japan. This joint venture will focus on the development and mass production of next-generation CMOS image sensors for high-end mobile devices and automotive systems. The partnership aims to address logistical and technological bottlenecks in the semiconductor supply chain, with mass production targeted for 2029.

In related market activity, TSMC reported second-quarter revenue growth of 36% year-over-year, while SoftBank Group significantly reduced its exposure to the chipmaker by cutting its TSMC stake by 71.5%.

Entities

Taiwan Semiconductor Manufacturing Company · SoftBank Group · ASML · Powerchip Semiconductor Manufacturing Corporation · Koshi City

Claims

What the coverage asserts, and how many sources carry each claim.

[● 2 SOURCES] Sony and TSMC have formed a joint venture named Advanced Vision Semiconductor Manufacturing Corporation.
[● 2 SOURCES] The partnership aims to produce next-generation image sensors for high-end mobile devices.
[● 2 SOURCES] The collaboration targets mass production of these sensors by 2029.
[● 2 SOURCES] SoftBank Group reduced its stake in TSMC by 71.5%.
[○ 1 SOURCE] The joint venture will be located in Koshi City, Kumamoto Prefecture, Japan.
[○ 1 SOURCE] TSMC's second-quarter revenue increased by 36% year-over-year.
[○ 1 SOURCE] TSMC's net income and diluted earnings per share rose by 77.4% in the second quarter.
[○ 1 SOURCE] SoftBank Group's remaining TSMC holdings consist of 565,000 American Depositary Shares.

Timeline

28 days ago

[BUSINESS] 18 sources
Sony and TSMC form joint venture for advanced image sensors
Sony and TSMC have formed a joint venture, Advanced Vision Semiconductor Manufacturing Corporation, in Japan to produce next-generation image sensors for high-end mobile devices by 2029.
29 days ago

[TECHNOLOGY] 5 sources
Taiwanese firms expand GaN semiconductor production
Taiwanese semiconductor firms like PSMC and VIS are expanding gallium nitride (GaN) production as TSMC exits the third-party GaN wafer market to meet rising demand for electric vehicle power systems.

Sources

abmedia.io · blogspan.net · borncity.com · cool-silicon.de · cryptobriefing.com · diariodelcauca.com.co · diariodelsur.com.co · electronique-mag.com · exame.com · extra.com.co · finanzen.at · Firenzetoday.it · fotocult.it · hsbnoticias.com · it-boltwise.de · kapitalmarktexperten.de · lesgrandsmaitres.fr · lowyat.net · mommygearest.com · netzwelt.de · otravel.com · stocknews.com · tradingview.com

This summary has been updated 2 times: see revision history