Subject


Semiconductors


2024-03-18

[News] TSMC Boosts Investment in Advanced Packaging with NTD 500 Billion Plan to Build Six Plants in Chiayi Science Park

The Executive Yuan and TSMC have reportedly reached a consensus on the investment project for the new advanced packaging plant at the TSMC Science Park in Chiayi. According to a report from Economic Daily News, six new plant sites will be allocated to TSMC in the Science Park, two more than original...

2024-03-18

[News] The Era of Heterogeneous Integration Approaches: Who Shall Dominate the Advanced Packaging Field?

"It is not the shortage of AI chips, it is the shortage of our CoWoS capacity," replied TSMC Chairman Mark Liu during an interview in September last year, propelling this technology that TSMC had quietly cultivated for over a decade into a global spotlight. As per a report from TechNews, the hard...

2024-03-15

[News] Following February’s Advance Production of HBM3e, Micron Reportedly Secures Order from NVIDIA for H200

According to a report from the South Korean newspaper "Korea Joongang Daily," following Micron's initiation of mass production of the latest high-bandwidth memory HBM3e in February 2024, it has recently secured an order from NVIDIA for the H200 AI GPU. It is understood that NVIDIA's upcoming H200 pr...

2024-03-15

[News] Samsung NAND Flash Prices Reportedly Set to Increase by 20%

According to a report by the South Korean news outlet The Chosun Daily, Samsung Electronics' memory business has managed to endure the market downturn from last year. Recently, its strategy of reducing production has finally paid off, driving up chip prices. Reports suggest that in the first quar...

2024-03-15

[News] Three-way Contest for HBM Dominance, Uncertainties Surrounding China’s Supply Chain Involvement

With numerous cloud computing companies and large-scale AI model manufacturers investing heavily in AI computing infrastructure, the demand for AI processors is rapidly increasing. As per a report from IJIWEI, the demand for HBM (High Bandwidth Memory), a key component among them, has been on the ri...

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