Taiwan Semiconductor Manufacturing Co Ltd【TSM】株式ニュース

TSMC présente sa technologie A13 lors du Symposium technologique nord-américain de 2026April 23, 2026 2:30 PM
Business Wire
Ce nouveau nœud repousse les limites de la densité et de l'efficacité énergétique pour répondre aux applications les plus exigeantes du secteur

TSMC (TWSE : 2330, NYSE : TSM) a dévoilé aujourd’hui sa dernière innovation en matière de technologie de fabrication de pointe lors de l’édition 2026 de son Symposium technologique nord-américain. Le nouveau procédé A13 de TSMC est une version directement miniaturisée de son nœud A14, leader du secteur, annoncé en 2025. Il permet des conceptions encore plus compactes et efficaces afin de répondre à la demande insatiable des clients en matière de puissance de calcul pour l'intelligence artificielle de nouvelle génération, le calcul à haute performance (HPC) et les applications mobiles.

Témoignant de l’engagement de TSMC en faveur de la recherche constante d’amélioration, l’A13 permet un gain de surface de 6 % par rapport à l’A14. Les règles de conception sont entièrement rétrocompatibles avec l’A14, ce qui permet aux clients de migrer rapidement leurs conceptions vers la toute dernière technologie de transistors à nanosheets de TSMC. De plus, l’A13 offre une efficacité énergétique accrue et des gains de performance grâce à la co-optimisation de la conception et de la technologie, et sa mise en production est prévue pour 2029, un an après l’A14.

L'A13 figurait parmi les nombreuses innovations technologiques mises en avant lors du Symposium technologique de TSMC en Amérique du Nord, qui s'est tenu à Santa Clara, en Californie, et qui marque le coup d'envoi d'une série d'événements organisés à travers le monde au cours des prochains mois. Placés sous le thème « Expanding AI with Leadership Silicon » (Développer l'IA grâce à des semi-conducteurs de pointe), ces symposiums technologiques constituent les plus grands événements annuels de TSMC destinés à ses clients, présentant les avancées de la société en matière de développement technologique et de services de fabrication.

« Chez TSMC, nous comprenons que nos clients sont toujours tournés vers leur prochaine innovation et qu’ils se tournent vers nous pour bénéficier d’un flux fiable de nouvelles technologies de silicium, comme l’A13, méticuleusement conçues pour être prêtes pour la production à grand volume dès que leurs nouvelles conceptions visionnaires l’exigent », a déclaré le Dr C.C. Wei, président-directeur général de TSMC. « Les technologies de processus avancées de TSMC sont à la pointe du secteur en termes de densité, de performances et d'efficacité énergétique, et nous nous efforçons continuellement de les améliorer encore davantage pour les futurs produits de nos clients, afin de garantir leur succès en tant que partenaire technologique le plus fiable. »

Parmi les autres nouvelles technologies dévoilées lors du symposium technologique nord-américain, on peut citer :

Advanced Logic

Lors de cet événement, TSMC présente également en avant-première la version améliorée de sa plateforme A14, baptisée A12, qui intègre la technologie Super Power Rail afin d'assurer l'alimentation électrique par la face arrière pour les applications d'IA et de calcul à haute performance (HPC). La fabrication de l'A12 devrait également démarrer en 2029.

TSMC continue de faire progresser sa plateforme 2 nm avec l'introduction de N2U, qui utilise la co-optimisation de la conception et de la technologie pour atteindre des gains de vitesse de 3 à 4 % ou une réduction de la consommation de 8 à 10 %, ainsi qu'une amélioration de la densité logique de 1,02 à 1,03 fois par rapport à N2P. Option équilibrée pour les applications d'IA, de HPC et mobiles exploitant la maturité du processus et les solides performances de rendement de la plateforme technologique 2 nm, N2U devrait entrer en production en 2028.

TSMC 3DFabric® : conditionnement avancé et empilement de silicium en 3D

Pour répondre à la demande de l'IA en matière de puissance de calcul et de mémoire accrues dans un seul boîtier, TSMC continue de développer sa technologie Chip on Wafer on Substrate (CoWoS®) afin d'intégrer davantage de silicium. La société produit actuellement des CoWoS de 5,5 réticles et prévoit des versions encore plus grandes. Un CoWoS de 14 réticles, capable d'intégrer environ 10 grandes puces de calcul et 20 piles HBM, devrait entrer en production en 2028. Cette étape sera suivie d'une extension au-delà de 14 réticles en 2029. Ces nouvelles offres fournissent aux clients davantage d’options pour l’évolutivité du calcul IA et complètent la technologie SoW-X (System-on-Wafer) de TSMC de 40 réticles, également attendue en 2029.

TSMC propose également sa technologie d’empilement de puces 3D TSMC-SoIC® sur sa plateforme technologique la plus avancée, avec A14-to-A14 SoIC qui devrait être disponible pour la production en 2029. Elle offrira une densité d'E/S die-à-die 1,8 fois supérieure à celle du SoIC N2-on-N2, prenant en charge une bande passante plus élevée pour le transfert de données entre les puces empilées.

Le Compact Universal Photonic Engine (TSMC-COUPE™) de TSMC devrait franchir une étape clé avec une véritable solution optique co-emballée utilisant COUPE on substrate dont la production débutera en 2026. En intégrant le moteur optique COUPE directement à l'intérieur du boîtier, TSMC double l'efficacité énergétique et divise par dix la latence par rapport à une version enfichable sur la carte de circuit imprimé. Cette technologie est intégrée à un modulateur micro-anneau de 200 Gbps, une solution très compacte et économe en énergie permettant de transférer des données entre les racks dans les centres de données.

Automobile et robotique

Les systèmes avancés d'aide à la conduite (ADAS) et les véhicules autonomes nécessitent des technologies de pointe ainsi que des normes rigoureuses en matière de qualité et de fiabilité. Les applications d'IA physique, telles que les robots humanoïdes, sont soumises à des exigences tout aussi strictes. Pour répondre à ces besoins, TSMC a annoncé N2A, la première technologie de processus de qualité automobile intégrant des transistors à nanosheets. Le N2A offre un gain de vitesse de 15 à 20 % à puissance égale par rapport au N3A et devrait obtenir la certification AEC-Q100 en 2028. De plus, TSMC met à disposition des kits de conception « Auto-Use » au sein de son kit de conception de processus (PDK) N2P, permettant ainsi aux clients de prendre en compte les conditions d'utilisation automobiles dès la conception. Cela permet aux clients de démarrer la conception plus tôt, avant même que le processus N2A ne soit entièrement certifié.

Les efforts de TSMC pour accélérer les cycles de développement des produits automobiles portent déjà leurs fruits pour les clients, alors que le N3A entrera en production en 2026. Grâce au programme N3 « Auto Early », les clients ont pu commencer leurs conceptions dès 2023, et aujourd’hui, plus de 10 produits sont prévus sur la technologie N3A pour rendre les automobiles plus intelligentes, plus écologiques et plus sûres pour les consommateurs.

Technologie spécialisée

TSMC est le premier à faire entrer la technologie haute tension dans l'ère FinFET en 2026 avec son procédé N16HV destiné aux applications de pilotes d'affichage. Pour les pilotes d'affichage de smartphones, le N16HV augmentera la densité de grille de 41 % et réduira la consommation d'énergie de 35 % par rapport au procédé N28HV de TSMC. Pour les écrans proches des yeux, le N16HV permet de réduire la surface de la puce de 40 % et la consommation d'énergie de plus de 20 %, améliorant ainsi la facilité d'utilisation d'applications telles que les lunettes intelligentes.

À propos de TSMC

TSMC a été le pionnier du modèle de fonderie à métier exclusif lors de sa création en 1987, et reste depuis le leader mondial des fonderies de semi-conducteurs dédiées. La société soutient un écosystème prospère de clients et partenaires internationaux grâce à ses technologies de processus inégalées et à son portefeuille de solutions de conception afin de promouvoir l'innovation dans le secteur mondial des semi-conducteurs. Avec des opérations en Asie, en Europe et en Amérique du Nord, TSMC est une entreprise citoyenne engagée à l'échelle mondiale.

En 2025, TSMC a déployé 305 technologies de fabrication distinctes et a fabriqué 12 682 produits pour 534 clients, en proposant la gamme la plus complète de services dans les domaines des technologies de pointe, des technologies spécialisées et des technologies d'encapsulation avancées. Le siège social de la société est situé à Hsinchu, à Taïwan. Pour plus d'informations, veuillez consulter le site https://www.tsmc.com.

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Consultez la version source sur businesswire.com : https://www.businesswire.com/news/home/20260422422639/fr/
Porte-parole de TSMC :

Wendell Huang

Vice-président senior et directeur financier
Personne-ressource des médias :

Nina Kao

Responsable des relations publiques

Tél. : 886-3-563-6688 poste 712-5036

Mobile : 886-988-239-163

E-Mail : press@tsmc.com
Michael Kramer

Relations publiques

Tél. : 886-3-563-6688 poste 712-8629

Mobile : 886-988-931-352

E-Mail : press@tsmc.com

Original: TSMC présente sa technologie A13 lors du Symposium technologique nord-américain de 2026

The Drone Revolution's Dependence on Chinese Rare Earth Processing - OilPrice.com Market CommentaryMarch 11, 2026 10:45 AM
PR Newswire (US)

NEW YORK, March 11, 2026 /PRNewswire/ -- Ukraine produced 1.2 million drones in 2024 alone. The scale is significant, as Ukraine is now deploying roughly 9,000 drones per day. But all of those drones share one vulnerability: virtually every magnet in the Ukrainian drones used in 2024 was manufactured in China. And the same is true for Western defense systems across the board. Companies mentioned in this release include: REalloys Inc. (ALOY), Apple Inc. (NASDAQ: AAPL), Broadcom Inc. (NASDAQ:AVGO), Advanced Micro Devices, Inc. (NASDAQ: AMD), General Motors Company (NYSE: GM), Taiwan Semiconductor Manufacturing Company Limited (NYSE: TSM)Every drone motor, every missile guidance system, every fighter jet turbine starter…all of them depend on rare earth magnets that trace back to Chinese processing. That's a vulnerability most people haven't even begun to understand. And one company, REalloys (ALOY), is looking to close that gap before it's too late.REalloys operates the only proven commercial-scale platform in North America for producing the heavy rare earth metals and alloys that go into defense-grade magnets. Its facility in Euclid, Ohio, is already delivering materials under U.S. government contracts. And there's a hard deadline approaching that changes everything. On January 1, 2027, new U.S. defense procurement rules take effect that will effectively ban Chinese-origin rare earth materials from American weapons systems. That means every defense contractor currently sourcing magnets or magnet materials – for drones or any other military purpose – from China will need a compliant domestic alternative…and they'll need it fast. So the companies that get qualified into these programs now might own these supply chains for decades.China Holds the KeyChina controls approximately 90–95% of global rare earth processing. Rare earths exist in the ground across North America, South America, Greenland, and elsewhere. But the West gave up the ability to actually process those raw materials into usable metals and magnets roughly 40 years ago. China filled that void and now controls nearly the entire global supply chain.Every rare earth magnet used in Western defense systems, vehicles, electronics, and industrial equipment traces back to Chinese processing. And China maintains an incredibly strict control over its advantage, as it issues rare earth export licenses on a monthly basis. That means Beijing can throttle supply to any country at any time.When President Trump threatened 100% tariffs on China, Beijing's counter was a threat to cut off rare earth exports. This episode highlighted the strategic leverage that rare earth export controls provide to China.Notably, the United States currently maintains zero strategic stockpile of processed rare earths. Europe's stockpile? Also zero. The entire Western drone and defense industrial base operates on a just-in-time supply chain for the most critical materials on the planet…and it's sourced almost entirely from a geopolitical adversary that can turn the tap off any time it wants. This is the threat that makes what REalloys is building in Ohio and Saskatchewan so critical…not just as a business, but as a matter of national defense.Why Billions in Mining Investment Haven't Fixed AnythingThere's a reason billions of dollars in rare earth mining investment haven't made a dent in China's dominance. It's because most of the money was spent working to solve the wrong problem. Even President Trump has acknowledged this publicly, remarking at the World Economic Forum in Davos that America doesn't have a rare earth problem; it has a processing problem. Elon Musk echoed the same point, noting that there's nothing rare about rare earths except the processing and separating.Converting raw rare earth minerals into defense-grade metals and magnets is a ridiculously complex industrial challenge. It involves separating 17 individual elements through multi-stage solvent extraction…then converting oxides into metals at temperatures above 1,200 degrees…then precision alloying to exact specifications across thousands of micro-steps…and all of this must be controlled with extreme precision.Making matters worse, many companies claiming to operate supply chains outside China's influence are still quietly dependent on Chinese technology, equipment, and consumables. For example, graphite anodes, which are a critical furnace component that needs replacing several times per week, come almost exclusively from China.As one rare earth processing expert put it: 1% reliance on China is 100% reliance on China. It's a principle that REalloys and its processing partner, the Saskatchewan Research Council, built their entire operation around…and it's why their supply chain was designed from the ground up to be completely free of Chinese dependency.The Only Proven Platform in North AmericaNo other company in North America has what REalloys (ALOY) has built: a proven, commercial-scale heavy rare earth supply chain that can take raw material all the way to a finished magnet with zero reliance on Chinese technology, equipment, or critical consumables.The company controls every step of the supply chain. Upstream, it owns the Hoidas Lake rare earth project in Saskatchewan and has locked in non-binding feedstock agreements with partners in Kazakhstan, Brazil, and Greenland. Midstream, it holds an exclusive 80% offtake on production from the Saskatchewan Research Council's Rare Earth Processing Facility in Saskatoon, targeting first commercial production in late 2026 to early 2027. Downstream, it operates a metallization and magnet-manufacturing facility in Euclid, Ohio, which is a site with more than three decades of specialty metals experience and existing contracts with the U.S. Department of Defense, Department of Energy, and NASA.That Euclid facility is a critical asset. It is currently the only facility in North America with a proven track record of delivering heavy rare earth metals, alloys, and magnets to government and commercial partners. The team behind it goes back over 40 years, including eight years of hands-on collaboration with U.S. national laboratories and the Defense Logistics Agency. And the processing technology that feeds it is just as impressive. Where a comparable Chinese facility requires roughly 80 workers running manual operations around the clock, the SRC's AI-driven system runs the entire separation process with six people.When China blocked the export of processing technology in 2020, SRC built everything from the ground up…and ended up building something better. By early 2027, the combined platform is expected to produce approximately 525 tonnes per year of neodymium-praseodymium metal, roughly 30 tonnes of dysprosium oxide, and 15 tonnes of terbium oxide. At that scale, the SRC facility would be the largest source of heavy rare earth oxides outside China, sitting right in North America's backyard.Why the Next 12 Months Change EverythingOn January 1, 2027, new U.S. defense procurement rules take effect that will effectively ban Chinese-origin rare earth materials from American weapons systems. Every defense contractor that currently sources magnets or magnet materials from China will need a compliant domestic alternative. That deadline is now less than a year away, and qualification alone takes years while material is tested, stressed, retested, incorporated into components, and evaluated again after changes in scale. Any variation in chemistry, microstructure, or processing conditions can reset the entire clock.Once a supplier clears that process, replacing them becomes a technical and regulatory headache that nobody wants to take on. Defense platforms are designed to operate for decades, and suppliers are chosen early and rarely replaced.The U.S. Export-Import Bank has issued a $200 million letter of intent to support the company's supply chain development. The Japan Organization for Metals and Energy Security (JOGMEC) has signed an MOU covering technology transfer and potential financing. And the company's board reads like a who's who of defense and policy leadership: Chairman Stephen S. DuMont, President of GM Defense; General Jack Keane (Ret.), four-star general and recipient of the Presidential Medal of Freedom; former Saskatchewan Premier Brad Wall; and former Canadian Ambassador to the U.S. David MacNaughton.When the U.S. defense establishment, allied governments, and major financial institutions all start backing the same company, it usually means something. In rare earth processing, where the barriers are measured in years of expertise rather than dollars of capital, being first matters more than being biggest. REalloys got there first.Heavy rare earths are essential technology. Here are 5 companies to watch over the coming months that have exposure to the rare earth space:Apple Inc. (NASDAQ: AAPL) has essentially decoupled its hardware from the traditional rare earth mining market. As of their 2025 environmental audits, the company reached a milestone: over 99% of the rare earths used in all Apple-designed magnets are now sourced from recycled materials. This is a massive achievement powered by their proprietary disassembly robots like Daisy and Dave, which recover magnets from old iPhones that industrial shredders would normally pulverize and lose. To lock this in for the long haul, Apple signed a landmark $500 million agreement with MP Materials in mid-2025. This deal secures a domestic supply of magnets refined at Mountain Pass, California, and manufactured in Northlake, Texas.Broadcom Inc. (NASDAQ: AVGO) is the "quiet giant" of the AI hardware world, specializing in the high-speed networking chips that connect thousands of GPUs in a data center. In early 2026, they secured a massive $21 billion order from Anthropic for custom AI accelerators. These chips, and the optical transceivers that accompany them, require precision magnets and specialized alloys that have been subject to significant export delays and 45% tariffs over the last year.Broadcom's stock has been one of the top performers in the semiconductor sector, recently hitting new highs as investors realize that you can't build an AI supercomputer without Broadcom's interconnect technology. They've successfully integrated VMware into their business, shifting toward a high-margin software-plus-hardware model.Advanced Micro Devices, Inc. (NASDAQ: AMD) is currently the strongest rival to NVIDIA in the AI space, and they are doing it by leaning into an "open ecosystem" strategy. Helios is designed to be "circular-ready," meaning it's built so that rare earth magnets and other high-value metals can be easily stripped and recycled when the hardware is decommissioned after its 3-to-5-year life cycle in a data center.Financially, AMD's stock has been bolstered by its aggressive product roadmap, specifically the Instinct MI400 series GPUs. While NVIDIA has the market share, AMD has the "favored alternative" status among hyperscalers like Google and Microsoft who want to avoid vendor lock-in.General Motors Company (NYSE: GM) has expanded its upstream exposure as access to battery raw materials increasingly dictates EV scaling timelines. The automaker continues to secure direct stakes and long-term contracts across the lithium, nickel, and cobalt value chains to underpin its Ultium platform.Its investment in Lithium Americas' Thacker Pass project provides priority access to Phase 1 lithium supply, supporting full U.S. tax credit eligibility under current IRA guidelines. GM has also expanded nickel and cobalt supply arrangements with global miners to diversify sourcing.TSMC (NYSE: TSM) is the "foundry of the world," and as such, they are the single largest consumer of the high-purity chemicals and minerals used in semiconductor manufacturing. At their massive site in Phoenix, Arizona, they recently broke ground on an Industrial Water Reclamation Plant. This $20+ billion facility is designed to recapture up to 90% of the water used in chipmaking.Financially, TSMC remains a powerhouse, with early 2026 revenue projections showing nearly 30% growth. The stock continues to be a favorite for those wanting exposure to the AI boom, as every major player relies on TSMC's Taiwan and Arizona fabs. However, the company is constantly navigating the "Taiwan Risk," which is why theirBy. Josh OwensOilprice Intelligence brings you the inside view on where the next gains will come from, breaking down the market's biggest growth driver with analysis from oilmen and experts. Click here to get this intel for freeIMPORTANT NOTICE AND DISCLAIMER FORWARD LOOKING STATEMENTS
This publication contains forward-looking statements, including statements regarding expected continual growth of the featured companies and/or industry. The Publisher notes that statements contained herein that look forward in time, which include everything other than historical information, involve risks and uncertainties that may affect the companies' actual results of operations. Factors that could cause actual results to differ include, but are not limited to, changing governmental laws and policies concerning, among other things, recreational and medical cannabis sales, success of the company's proprietary technology, the size and growth of the market for the company's products and services, the company's ability to fund its capital requirements in the near term and long term, pricing pressures, etc.SHARE OWNERSHIP
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Original: The Drone Revolution's Dependence on Chinese Rare Earth Processing - OilPrice.com Market Commentary