Subject


Semiconductors


2025-03-04

[News] NVIDIA and Broadcom Reportedly Test Intel’s 18A as AMD Also Eyes Potential Deal

According to a Reuters report, sources reveal that NVIDIA and Broadcom are conducting manufacturing tests with Intel's 18A process, signaling initial confidence in Intel's advanced fabrication technology. The report further states that AMD is reportedly also assessing Intel's 18A manufacturing proce...

2025-03-04

[News] TSMC Scales up U.S. Investment with $100B More, Adding Five New Chip Facilities in Coming Years

Amid rumors of acquiring Intel’s fabs, TSMC is ramping up U.S. investment to counter rising chip tariffs. According to Reuters and TSMC’s press release, the company will invest an additional $100 billion to build five more semiconductor plants in the coming years. CEO C.C. Wei announced the p...

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...

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