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IC Manufacturing, Package&Test


2024-10-09

[News] OpenAI’s Bold Vision: Investing Heavily to Build 36 Wafer Fabs

IC Manufacturing, Package&Test

There are signs that OpenAI, the company that rose to fame with its AI models, is now eyeing the semiconductor manufacturing sector. However, can building a wafer fab be an easy success? Recently, international media revealed details of OpenAI CEO Sam Altman's meetings with senior executives from...

2024-10-07

[News] Intel May Cut Gaudi 3’s 2025 Shipment Target by 30%, Raising Concerns for TSMC, ASE, and Alchip

IC Manufacturing, Package&Test

To turn adversity around, Intel launched its latest AI accelerator, Gaudi 3, in late September. However, a report by the Economic Daily News indicates that the struggling giant has significantly slashed the chip’s shipment targets by over 30% for next year, which may severely impact orders for its...

2024-10-07

[News] TSMC’s Electricity Demand Could Triple by 2030, Raising Concerns on Taiwan’s Power Supply

IC Manufacturing, Package&Test

While TSMC is making advancements on its 2nm at full throttle, an unexpected risk may be emerging, which might be more severe than most could imagine: power supply. Citing a report by S&P, a report by Wccftech highlights that compared with 2023, the foundry giant’s electricity consumption coul...

2024-10-04

[News] Despite 3nm Issues, Samsung Plans to Speed up 2nm/1.4nm Expansion Next Year

IC Manufacturing, Package&Test

Though still be struggling with low yield rates in 3nm, Samsung is reportedly ramping up its efforts to prepare for the mass production of 2nm and 1.4nm to compete with its longtime rival, TSMC. Citing industrial sources on Oct. 3rd, Business Korea reveals that the South Korean foundry giant is intr...

2024-10-04

[News] TSMC’s 2nm Wafers Reportedly Set to Double in Price, Benefitting IP/ Material Companies

IC Manufacturing, Package&Test

As TSMC has reportedly begun trial production of 2nm chips in its Baoshan Plant in Hsinchu, northern Taiwan, the schedule of mass producing 2nm in 2025 remains on track. A report by Commercial Times reveals that the price of 2nm wafers is expected to double compared to 4/5nm, which may exceed USD 30...

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