TSMC Wins Microsoft 5nm AI Chip Order_News_ALL NEW SEMI (ANSC)

Hi,welcome

TSMC Wins Microsoft 5nm AI Chip Order

2023-11-18

According to industry insiders, TSMC has received orders for artificial intelligence (AI) chips from major cloud service providers (CSPs), including Microsoft's 5nm chip order.

AI related chips are thriving, thanks to the technological strength of communication service providers such as Google, Amazon AWS, and Microsoft, as well as their competition and partnership with chip manufacturers such as Nvidia, AMD, and Intel. According to sources, TSMC is a beneficiary of both the previous wave of smartphone self-developed chips and the next generation of AI self-developed chips in the relevant supply chain.

搜狗高速浏览器截图20231118132038

Microsoft has launched two custom chips, one is the AI accelerator chip Maia 100, aimed at running cloud based training and reasoning for AI workloads, and the other is the cloud native chip Cobalt 100 based on Arm architecture for general-purpose workloads. Microsoft's data center is expected to use both Arm CPU and dedicated AI accelerator in early 2024, both of which are manufactured using TSMC's 5nm production process.

According to reports, Microsoft chips are being used in data center servers, specifically designed to train software such as Large Language Models (LLM), while also supporting inference functions, which can provide power for all artificial intelligence software behind ChatGPT.

The copyright of this article belongs to the original author. The reprint of the article is only for the purpose of disseminating more information. If the author's information is marked incorrectly, please contact us immediately to modify or delete it. Thank you for your attention!

Hot news

Samsung is about to mass produce Galaxy Tab S10

According to media reports, Samsung is about to launch a new generation of Galaxy Tab S10 series, which is testing the Galaxy Tab S10+equipped with MediaTek Dimensity 9300+, changing the previous strategy of Qualcomm Snapdragon chip monopoly.

Samsung announces chip manufacturing technology roadmap

According to reports, Samsung Electronics announced its technology roadmap for chip manufacturing at its annual foundry forum held at its US chip headquarters in San Jose, California, with the aim of enhancing its competitiveness in the artificial intelligence chip foundry market through a series of upcoming technological advancements. Despite Samsung's strong position as a leading global memory chip manufacturer, it has always faced strong challenges from competitors such as TSMC in the field of wafer foundry.

NXP and World Advanced Plan Invest $7.8 billion in Singapore to Build a Wafer Factory

On June 5th, World Advanced and NXP Semiconductors announced plans to jointly establish the VisionPower Semiconductor Manufacturing Company (VSMC) joint venture in Singapore to build a 12 inch (300mm) wafer fab. The wafer factory has an investment of approximately 7.8 billion US dollars, with World Advanced investing 2.4 billion US dollars to hold 60% equity, and NXP investing 1.6 billion US dollars to hold 40% equity.

Mitsubishi Electric Kumamoto Prefecture SiC Wafer Factory to Start Production Ahead of Time

Recently, Mitsubishi Electric announced at a performance briefing that its SiC wafer plant located in Kumamoto Prefecture will be put into operation ahead of schedule due to strong market demand. The factory, originally scheduled to start operation in April 2026, will be put into production in November 2025, about 5 months ahead of schedule.

Passive component leader National Giant plans to transform into IDM company

In the past 5 to 10 years, Guoju has been steadily developing, consciously investing in new corporate groups through mergers and private equity investments.

Intel, Microsoft, Broadcom and other eight giants jointly launch the UALink standard

According to reports, Intel, Google, Microsoft, Meta, and other tech giants have announced the establishment of a new industry organization called "Ultra Accelerator Link (UALink) Promotion Group".

Samsung Electronics has basically completed the development of the 8nm version of eMRAM memory process upgrade

Samsung Electronics representative stated at the AI-PIM seminar in South Korea that they are gradually advancing the process upgrade of eMRAM memory as planned, and the technology development of 8nm eMRAM has been basically completed. As a new type of memory, MRAM is based on the principle of magnetism and has non-volatile properties. It does not need to constantly refresh data like DRAM memory, making it more energy-efficient and efficient; At the same time, the write speed of MRAM is 1000 times that of NAND, supporting applications that require higher write rates.

From January to April, the production of integrated circuits increased by 37.2% year-on-year, reaching 135.4 billion blocks

Recently, the official website of the Ministry of Industry and Information Technology showed that from January to April, China's electronic information manufacturing industry saw steady growth in production, export recovery improved, efficiency continued to improve, investment maintained rapid growth, and the overall growth trend of the industry was significant.

The NAND Flash market saw growth in the first quarter of 2024

According to TrendForce consulting research, due to the widespread use of enterprise SSDs in artificial intelligence servers starting in February 2024, as well as PC and smartphone manufacturers continuing to increase inventory to combat price increases, NAND Flash revenue increased by 28.1% month on month in the first quarter of 2024, reaching $14.71 billion.

TSMC predicts that the AI accelerator market may grow by 250%

According to information disclosed by TSMC at its technology seminar, the semiconductor market only began to recover in the second half of last year, so analysts are cautious about this year's growth. Although the growth expectations for the PC and smartphone sectors are only in single digits this year, there is one semiconductor market expected to grow by about 250%, which is the AI accelerator market.