Subject


Semiconductors


2023-09-13

China Reportedly to Launch Big Fund Phase Three, Focusing on Equipment, Materials, and EDA Development

According to a report by Reuters on September 5, 2023, in a bid to bolster its domestic semiconductor industry and achieve semiconductor self-reliance, the Chinese government is planning to launch the third phase of the "Big Fund," with a capital infusion of approximately 300 billion Chinese Yuan (a...

2023-09-13

What Is ‘Silicon Photonics’? Why Intel, TSMC, NVIDIA, Apple Are Investing

With the increasing demand for massive computing in fields such as AI, communication, and autonomous vehicles, the evolution of integrated circuits (ICs) has reached a physical limit under the premise of Moore's Law. How can this limit be surpassed? The answer lies in the realm of optics. Currently,...

2023-09-12

[News] Apple’s 5G Chip Dreams Crushed, TSMC Wins Big

According to the news from ChinaTimes, Qualcomm announced on the 11th that it has reached a three-year agreement with Apple to supply 5G communication chips for Apple's smartphones from 2024 to 2026. This also implies that Apple's efforts to develop its own 5G modem chips may fall through, and the c...

2023-09-12

[News] Wistron Reportedly Enters Intel AI Server Supply Chain After NVIDIA and AMD

According to a report by Taiwanese media Money DJ, after establishing a stable position as a major supplier for NVIDIA GPU baseboard, Wistron has secured orders for AMD MI300 baseboards. Reliable sources indicate that Wistron has expanded its involvement beyond AMD baseboards and entered the module ...

2023-09-12

[News] Facing CoWoS Shortage, TSMC’s Taichung Plant Joins Capacity Support

According to a report by Taiwan's Commercial Times, TSMC is facing a tight supply of advanced packaging capacity, with its Taichung factory ramping up equipment support at a rapid pace. Industry insiders have disclosed that TSMC's annual production capacity for the backend CoWoS (Chip-on-Wafer-on-Su...

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