Wed. Jan 26th, 2022


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The world’s largest contract chip maker significantly increased its lead in its arms race with the semiconductor industry’s two other superpowers on Thursday.

Taiwan Semiconductor Manufacturing Company has said it will spend $ 44 billion on its foundries, or “fabs”, and equipment this year – a 32 percent increase from the $ 30 billion spent in 2021 and triple that amount in 2019. Analysts have a capital price of about $ 36 expected. billion after TSMC announced a $ 100 billion investment more than three years last April.

Its competitors Samsung and Intel are also making huge investments in makes and next-generation miniaturization. Samsung announced the location in November for a $ 17 billion plant it builds in Texas. In March, Intel said this $ 20 billion would be spent at two new factories in Arizona and would set up Intel Foundry Services to manufacture chips for other companies.

TSMC’s news boosted its share price and other semiconductor stocks as markets experienced further growth for the industry despite the expected relief from a chip shortage. “We are taking where the demand in the end market may slow down in terms of units, but silicon content is increasing,” says CC Wei, TSMC chief, referring to the distribution of semiconductors across numerous industries.

Kathrin Hille in Taipei reported that TSMC reaffirms its leadership position. Dylan Patel of the Semianalysis research firm said in a note: “Intel and Samsung are going to find it difficult to keep up with the sheer scope that TSMC is planning for.”

Lex says TSMC’s investment will leave it untouched and the demand for advanced chips with circuit widths of just 5 billionths of a meter will help it maintain its 42 percent fat operating margin.

Intel seems to be in the weakest position. It’s relatively new in the game to make chips for others, who traditionally use its own microprocessor plants for data centers and computers made by Apple or with Microsoft’s Windows.

Those faces are gradually being supplanted as its customers design their own chips, with Apple replacing Intel processors with its M1 chips in MacBooks and Google and Amazon making their own server chips for their data centers.

Bloomberg reported Wednesday that Microsoft lured Mike Filippo, a veteran semiconductor designer, away from Apple. The move suggested it focus on making homemade chips for servers that power its Azure cloud computing services.

The internet of (five) things

1. Beginners in London obtain record venture capital financing
Technical start-ups in London raised a record $ 25.5 billion in funding last year, more than double the total in 2020. The UK ranked fourth for such investments, behind the US, China and India, according to a report by London & Partners and Dealroom.

2. The changing role of VCs
John Thornhill investigated just how successful VC firms were in investing in start-ups and Sequoia’s decision to stay invested often far beyond any IPO. John Gapper reviews The power law, Sebastian Mallaby’s history of the venture capitalists who drove a technological revolution.

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Flipdish gets Tencent fillip
Chinese technology group Tencent led a $ 96 million round of investment in Dublin-based restaurant technology company Flipdish, increase its value to $ 1.25 billion – more than 10 times the value he achieved in his previous funding round last year. Flipdish provides the technology for creating food ordering programs, and the deal highlights investors’ interest in companies serving the fast-growing home delivery sector.

4. Judiciary seeks to keep up with crypto and AI
Professor Richard Susskind, technology adviser to the Lord Chief Justice and a director of think tank LegalUK, said the creation proposed of a new institute for legal innovation that will spot gaps in the law created by technologies such as cryptocurrencies and AI, and promote the greater use of English law in global business contracts.

5. Second Life founder’s second chance at metaverse
With the metaverse all the rage, Second life seems to be planning a return. Linden Lab founder Philip Rosedale returns to the company that developed the online world. He retired as CEO in 2008, but returns with some virtual reality from his latest company, High Fidelity.

Technical tools – Motion Pillow 3

There was no shortage of health technology at CES in Las Vegas last week and 10Minds’ Motion Pillow 3 won an innovation award for its main technology-against-snoring-smart. Its AI system can recognize the sound from your snoring and feeling where your head rests. Four airbags inside can then inflate to ensure the optimum position of your head so that airways can be opened and normal breathing resumed. You also get an application to track and analyze your sleep. The product itself is a sleeper, with no news on pricing or availability yet.

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