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2026-05-15

[News] Rohm Reportedly Warns of Delays in Talks with Toshiba and Mitsubishi Electric After Denso Exit

Shortly after Denso withdrew its bid for Rohm in late April, the spotlight has shifted back to the proposed three-way power semiconductor alliance involving Rohm, Toshiba Device & Storage, and Mitsubishi Electric. But according to Nikkei xTECH, citing Rohm president Katsumi Azuma, negotiations a...

2026-05-15

[News] Samsung Reportedly Develops New Mobile HBM Packaging With Copper Pillars, Boosting Bandwidth by 15%–30%

Samsung Electronics is reportedly developing a next-generation HBM packaging technology aimed at bringing high-performance on-device AI to mobile devices. According to ETNews, sources say the company is working on a “Multi Stacked FOWLP” technology that combines ultra-high-aspect-ratio copper pi...

2026-05-14

[News] U.S. Reportedly Approves NVIDIA H200 Sales to 10 Chinese Firms Including Alibaba, ByteDance, but Deals Stall

As global AI competition intensifies, U.S. export controls on advanced AI chips remain under close scrutiny. According to Reuters, sources say the U.S. has approved around 10 Chinese companies to purchase NVIDIA’s second-most powerful AI chip, the H200, though no shipments have reportedly been del...

2026-05-14

[News] Foxconn to Boost 2026 Capex by 30%; CPO Switches Reportedly Set for Q3 Mass Production

Foxconn, a key server supplier to NVIDIA and major assembler for Apple, reported a strong first quarter, posting net profit of NT$49.919 billion and record sales of NT$2.12 trillion, with EPS rising 17% year on year to NT$3.56 and gross margin improving to 6.18%, according to its press release. C...

2026-05-14

[News] TSMC Sees AI Wafer Demand Rising 11x From 2022–2026, Targets CoWoS With 24 HBM Stacks in 2029

TSMC held its Taiwan Technology Symposium today. According to Reuters, the company said that demand for AI accelerator wafers is projected to grow 11-fold between 2022 and 2026. TSMC also raised its forecast for the global semiconductor market, now expecting it to exceed US$1.5 trillion by 2030, up ...

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