Subject


Semiconductors


2025-03-04

[News] Innolux Leads FOPLP Race with Industry’s Largest Substrate, Mass Production Reportedly Set in 1H25

As CoWoS capacity tightens amid soaring AI-driven demand, semiconductor giants are turning to fan-out panel-level packaging (FOPLP), as square substrates allow for significantly more chips per panel. According to the Economic Daily News, Taiwanese panel maker Innolux aims to begin FOPLP mass product...

2025-03-03

[News] Singapore Reportedly Probes NVIDIA Chip Shipments to Malaysia over China Diversion Concerns

Amid concerns that Singapore may be a key intermediary in funneling NVIDIA chips to restricted nations, the country is taking action. According to Bloomberg, Singapore is investigating whether Dell and Supermicro servers shipped to Malaysia contained NVIDIA chips banned in China. Law minister K S...

2025-03-03

[News] Foxconn Reportedly Lands Exclusive AI Server Orders for U.S. Stargate AI Project

According to a report from Economic Daily News, sources indicate that Foxconn will secure the exclusive contract for AI server manufacturing under the Stargate Project, with an official announcement reportedly expected as early as this month. In January, President Donald Trump announced that Open...

2025-03-03

[News] Microchip to Begin Layoffs March 3 Amid Falling Sales and Inventory Surplus

According to a report from Daily Tidings, Microchip Technology has announced plans to lay off workers at its Oregon and Colorado facilities on the 3rd, citing weak financial performance caused by declining sales. As noted by the report, Microchip Technology's Gresham facility, Fab 4, employs appr...

2025-03-03

[News] Intel Pushes Ohio Fabs to 2030 Amid Foundry Split Rumors and CHIPS Act Uncertainty

Amid foundry split and sale rumors, Intel is taking a cautious approach to expansion. According to The Columbus Dispatch and Reuters, Intel's $28 billion Ohio chip plants could face more delays, as Team Blue has pushed the timeline back at least five years. According to the reports, Intel’s fir...

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