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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] The Humanoid Race: US Powers Ahead in AI, China Flexes Manufacturing Muscle

The U.S.-China AI competition is expanding to the humanoid robot sector. According to Commercial Times, citing Voice of America, industry sources note that while the U.S. holds advantages in the core technology for humanoid robots, China is making advances in hardware manufacturing capabilities. How...

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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