Subject


Semiconductors


2026-03-18

[News] NVIDIA Rubin Ultra and Feynman Reportedly to Boost TSMC SoIC; Besi, Applied Materials, TEL to Benefit

NVIDIA’s GTC revealed plans to launch an enhanced Rubin Ultra in 2027, while its next-generation architecture, Feynman, is also coming into view for 2028. According to Commercial Times, SoIC (System on Integrated Chips) is expected to be a key technology for TSMC to meet customer design needs for ...

2026-03-18

[News] NVIDIA’s China-Ready LPUs Could Launch as Early as May; H200 Production Restarts

Fresh off unveiling its Groq 3 LPU—built on Samsung’s 4nm for high-speed inference—at GTC, NVIDIA is already eyeing its next move. Reuters reports the chip giant is preparing a China-compliant version of its Groq AI chips, aiming to navigate export curbs and re-enter the Chinese market. Acc...

2026-03-18

[News] World’s First 6-Inch InP Photonic Chip Industrial Wafer Fab Broke Ground

As a critically important III-V compound semiconductor, indium phosphide (InP) has been widely used in cutting-edge technology fields such as optical communications, quantum-dot televisions, and space photovoltaics, thanks to its favorable bandgap, exceptionally high optoelectronic efficiency, and e...

2026-03-18

[News] Intel Ramps Up Advanced Packaging: Malaysia Complex Operational in 2026, EMIB Update

As industry buzz grows over Intel’s potential role in advanced packaging for NVIDIA’s next-gen Feynman GPUs at GTC 2026, eyes are on its EMIB (Embedded Multi-die Interconnect Bridge) technology and expanding Malaysia operations. According to The Edge Malaysia, the chipmaker’s advanced packagin...

2026-03-17

[News] China Pushes Advanced Photoresist as Xuzhou B&C Targets KrF and ArF; Mass Production in 5 Years

China’s semiconductor push is gaining momentum, with the country now reportedly setting its sights on key chip materials, including photoresist. According to South China Morning Post, domestic supplier Xuzhou B&C Chemical aims to mass-produce several core photoresist materials for advanced nod...

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