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TSMC shows off new tech for stitching together bigger, faster chips
SANT CLARA, California, April 23 (Reuters) - Taiwan Semiconductor Manufacturing Co (2330.TW), opens new tab on Wednesday unveiled technology for making faster chips and putting them together in dinner-plate sized packages that will boost performance needed for artificial intelligence applications. It said its A14 manufacturing technology will arrive in 2028 and will be able to produce processors that are 15% faster at the same power consumption as its N2 chips due to enter production this year or will use 30% less power at the same speed as the N2 chips. The world's biggest contract manufacturer, which counts Nvidia (NVDA.O), opens new tab and Advanced Micro Devices (AMD.O), opens new tab as clients, added that its forthcoming "System on Wafer-X" will be able to weave together at least 16 large computing chips, as well as memory chips and fast optical interconnections and new technology to deliver thousands of watts of power to the chips. By comparison, Nvidia's current flagship graphics processing units consist of two large chips stitched together and its "Rubin Ultra" GPUs due out in 2027 will stitch four together. TSMC plans to build two factories to carry out the work near its chip plants in Arizona. Intel, which is working to build out a contract manufacturing business to compete with TSMC, is due to announce new manufacturing technologies next week. Last year, it claimed it would overtake TSMC in making the world's fastest chips. Demand for massive AI chips that are packaged together has shifted the battleground between the two firms from simply making fast chips to integrating them - a complex task that requires working closely with customers. "They're both neck and neck. You're not going to pick one over the other because they have the technological lead," said Dan Hutcheson, vice chair at analyst firm TechInsights. "You're going to pick one over the other for different reasons." Customer service, pricing and how much wafer allocation can be obtained are likely to influence a company's decision about which chip manufacturer would be best for them. Reporting by Stephen Nellis and Max Cherney in Santa Clara, California; Editing by Edwina Gibbs Our Standards: The Thomson Reuters Trust Principles., opens new tab Suggested Topics:Artificial Intelligence Max A. Cherney Thomson Reuters Max A. Cherney is a correspondent for Reuters based in San Francisco, where he reports on the semiconductor industry and artificial intelligence. He joined Reuters in 2023 and has previously worked for Barron's magazine and its sister publication, MarketWatch. Cherney graduated from Trent University with a degree in history.
[2]
TSMC unveils faster chip technology for AI applications By Investing.com
Investing.com -- Taiwan Semiconductor Manufacturing Co (TWSE:2330, NYSE: TSMC) announced on Wednesday its new A14 manufacturing technology, set to arrive in 2028. The A14 technology is expected to produce processors that are 15% faster at the same power consumption as its N2 chips, which are due to enter production this year. Alternatively, the technology can be used to produce chips that use 30% less power at the same speed as the N2 chips. TSMC, the world's largest contract manufacturer, also announced its forthcoming "System on Wafer-X", which will be able to combine at least 16 large computing chips, memory chips, fast optical interconnections, and new technology to deliver thousands of watts of power to the chips. This development is a significant step forward from Nvidia (NASDAQ:NVDA)'s current flagship graphics processing units, which consist of two large chips stitched together. Nvidia's "Rubin Ultra" GPUs, due out in 2027, will stitch four together. TSMC plans to construct two factories near its chip plants in Arizona to carry out the work. The new technology is expected to boost performance needed for artificial intelligence applications, marking a shift in the battleground between TSMC and Intel (NASDAQ:INTC) from simply making fast chips to integrating them. This complex task requires working closely with customers. Customer service, pricing, and wafer allocation availability are likely to influence a company's decision about which chip manufacturer to choose. "They're both neck and neck. You're not going to pick one over the other because they have the technological lead," said Dan Hutcheson, vice chair at analyst firm TechInsights. "You're going to pick one over the other for different reasons." TSMC also debuted new logic, specialty, advanced packaging, and 3D chip stacking technologies at the Company's North America Technology Symposium. These technologies are expected to drive product innovations in High Performance Computing (HPC), Smartphone, Automotive, and Internet of Things (IoT). The company's A14 technology is designed to drive AI transformation forward by delivering faster computing and greater power efficiency. It is also expected to enhance smartphones by improving their on-board AI capabilities. The current A14 development is progressing smoothly with yield performance ahead of schedule. TSMC Chairman and CEO Dr. C.C. Wei said, "Our customers constantly look to the future, and TSMC's technology leadership and manufacturing excellence provides them with a dependable roadmap for their innovations." He added that TSMC's technologies like A14 are part of a comprehensive suite of solutions that connect the physical and digital worlds to unleash customers' innovation for advancing the AI future.
[3]
TSMC shows off new tech for stitching together bigger, faster chips
SANT CLARA, California (Reuters) -Taiwan Semiconductor Manufacturing Co on Wednesday unveiled technology for making faster chips and putting them together in dinner-plate sized packages that will boost performance needed for artificial intelligence applications. It said its A14 manufacturing technology will arrive in 2028 and will be able to produce processors that are 15% faster at the same power consumption as its N2 chips due to enter production this year or will use 30% less power at the same speed as the N2 chips. The world's biggest contract manufacturer, which counts Nvidia and Advanced Micro Devices as clients, added that its forthcoming "System on Wafer-X" will be able to weave together at least 16 large computing chips, as well as memory chips and fast optical interconnections and new technology to deliver thousands of watts of power to the chips. By comparison, Nvidia's current flagship graphics processing units consist of two large chips stitched together and its "Rubin Ultra" GPUs due out in 2027 will stitch four together. TSMC plans to build two factories to carry out the work near its chip plants in Arizona. Intel, which is working to build out a contract manufacturing business to compete with TSMC, is due to announce new manufacturing technologies next week. Last year, it claimed it would overtake TSMC in making the world's fastest chips. Demand for massive AI chips that are packaged together has shifted the battleground between the two firms from simply making fast chips to integrating them - a complex task that requires working closely with customers. "They're both neck and neck. You're not going to pick one over the other because they have the technological lead," said Dan Hutcheson, vice chair at analyst firm TechInsights. "You're going to pick one over the other for different reasons." Customer service, pricing and how much wafer allocation can be obtained are likely to influence a company's decision about which chip manufacturer would be best for them. (Reporting by Stephen Nellis and Max Cherney in Santa Clara, California; Editing by Edwina Gibbs)
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Taiwan Semiconductor Manufacturing Co (TSMC) has announced its new A14 manufacturing technology, set to arrive in 2028, promising faster and more power-efficient chips for AI applications. The company also introduced "System on Wafer-X" technology for integrating multiple chips.
Taiwan Semiconductor Manufacturing Co (TSMC), the world's largest contract chip manufacturer, has announced its latest breakthrough in semiconductor technology. The company's new A14 manufacturing process, slated for 2028, promises to deliver significant improvements in chip performance and energy efficiency, particularly for artificial intelligence (AI) applications 12.
TSMC's A14 technology is set to produce processors that are 15% faster at the same power consumption as its N2 chips, which are scheduled to enter production this year. Alternatively, the A14 process can create chips that use 30% less power while maintaining the same speed as the N2 chips 123.
This advancement is crucial for the development of AI technologies, as it addresses the growing demand for more powerful and energy-efficient computing solutions. The A14 technology is expected to drive AI transformation forward by delivering faster computing and greater power efficiency, while also enhancing smartphones by improving their on-board AI capabilities 2.
In addition to the A14 technology, TSMC introduced its forthcoming "System on Wafer-X" innovation. This groundbreaking approach will enable the integration of at least 16 large computing chips, along with memory chips, fast optical interconnections, and new technology to deliver thousands of watts of power to the chips 13.
This development represents a significant leap forward compared to current industry standards. For instance, Nvidia's flagship graphics processing units currently consist of two large chips stitched together, with plans to increase this to four chips in their "Rubin Ultra" GPUs due out in 2027 12.
To support these advancements, TSMC plans to construct two new factories near its existing chip plants in Arizona 13. This expansion will bolster the company's manufacturing capabilities and help meet the increasing demand for advanced AI chips.
The introduction of these new technologies marks a shift in the competitive landscape between TSMC and its rivals, particularly Intel. The focus has moved from simply producing fast chips to integrating them effectively, a complex task that requires close collaboration with customers 13.
Dan Hutcheson, vice chair at analyst firm TechInsights, commented on the competition between TSMC and Intel: "They're both neck and neck. You're not going to pick one over the other because they have the technological lead. You're going to pick one over the other for different reasons" 123.
Factors such as customer service, pricing, and wafer allocation availability are likely to influence companies' decisions when choosing a chip manufacturer 123.
TSMC Chairman and CEO Dr. C.C. Wei emphasized the company's commitment to innovation: "Our customers constantly look to the future, and TSMC's technology leadership and manufacturing excellence provides them with a dependable roadmap for their innovations" 2.
The A14 technology is part of a comprehensive suite of solutions that TSMC is developing to connect the physical and digital worlds, aiming to unleash customer innovation and advance the AI future 2.
As the semiconductor industry continues to evolve rapidly, TSMC's latest announcements underscore its position at the forefront of chip manufacturing technology, particularly in the realm of AI applications.
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Taiwan Semiconductor Manufacturing Co. (TSMC) is developing new chip packaging technology to meet the growing demand for more powerful AI chips, with production expected to start around 2027.
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