Subject


Semiconductors


2023-08-09

TrendForce Analysis: TSMC’s Ambitious ESMC Project Faces Global Labor Challenges and Regulatory Complexities

Leading semiconductor companies TSMC, Robert Bosch GmbH, Infineon, and NXP Semiconductors have jointly to invest in the European Semiconductor Manufacturing Company (ESMC) GmbH, situated in Dresden, Germany. This strategic move aims to bolster the region's semiconductor manufacturing capabilities, p...

2023-08-09

AI GPU Bottleneck Explained: Causes and Prospects for Resolution

Charlie Boyle, Vice President of NVIDIA's DGX Systems, recently addressed the issue of limited GPU production at the company. Boyle clarified that the current GPU shortage is not a result of NVIDIA misjudging demand or constraints in Taiwan Semiconductor Manufacturing Company's (TSMC) wafer produ...

2023-08-08

[News] Global Wafer Plants: Are Two More on the Horizon?

Leading semiconductor companies are making significant strides in global expansion with the announcement of two new fabrication facilities. TSMC is set to greenlight a factory in Germany, while GlobalFoundries plans to establish its first 12-inch wafer plant in Singapore. TSMC's Bold Move: German...

2023-08-08

An In-Depth Explanation of Advanced Packaging Technology: CoWoS

Over the past few decades, semiconductor manufacturing technology has evolved from the 10,000nm process in 1971 to the 3nm process in 2022, driven by the need to increase the number of transistors on chips for enhanced computational performance. However, as applications like artificial intelligence ...

2023-08-08

[News] US Tech Giants Unite for AI Server Domination, Boosting Taiwan Supply Chain

According to the news from Commercial Times, in a recent press conference, the four major American cloud service providers (CSPs) collectively expressed their intention to expand their investment in AI application services. Simultaneously, they are continuing to enhance their cloud infrastructure. A...

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