Subject


Semiconductors


2023-11-13

[News] TSMC’s CoWoS Demand Surges from NVIDIA, Apple, AMD, Broadcom, Marvell, Monthly Capacity Up 120% in 2024

The demand for TSMC's CoWoS advanced packaging is skyrocketing. Following NVIDIA's expansion confirmation in October, there are reports in the industry that major clients like Apple, AMD, Broadcom, Marvell, and others are also placing additional orders with TSMC. To meet the demands of these five...

2023-11-10

[News] Japanese Gov’t Grants TSMC 900B Yen, Kumamoto Fab 2 Announcement Soon

The formal Japanese government approval marks a substantial financial boost of up to 900 billion yen to aid TSMC in establishing its 2nd fab in Kumamoto. The primary aim is to strengthen Japan's semiconductor manufacturing capabilities and enhance the overall resilience of the global supply chain. ...

2023-11-10

[News] NVIDIA Rumored to Downgrade AI Chips for China Amid U.S. Restrictions, Year-End Mass Production Expected

NVIDIA and Intel are adapting to the latest U.S. chip export restrictions by introducing downgraded AI chips specifically tailored for the Chinese market, UDN News said. According to insider from the China Star Market, a Chinese media, NVIDIA has developed three downgraded AI chip models for th...

2023-11-10

[Insights] How Will China Respond to Increased US Restrictions on AI Chips and Semiconductor Equipment?

On October 17, 2023, the U.S. government once again expanded its restrictions on the export of semiconductor devices and products to China. The newly added control conditions now encompass NVIDIA's L40S, A100, H100H800, as well as general-purpose AI server GPUs tailored for the Chinese market, such ...

2023-11-09

[News] AI Server Makers Wistron and Wiwynn Stay Hot in Q4, Fueled by AI Shipment Surges

Wistron experienced a slowdown in shipments for product lines like PCs and displays in October, following the prior demand surge. However, their GPU-related AI server products continue to maintain their growth trajectory. Simultaneously, Wiwynn, a subsidiary of Wistron, witnessed a remarkable 20% mo...

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