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2024-10-21

[News] China’s Domestic Photoresist Successfully Validated!

Recently, Wuhan Taiziwei Optoelectronics Technology Co., Ltd. in China launched its T150 A photoresist product, which has successfully passed mass production validation for semiconductor processes. With a fully self-designed formula, this achievement is expected to pave the way for a new era in Chin...

2024-10-21

[News] TSMC’s CoWoS Capacity Doubles for Two Years, Still Insufficient—Positive Outlook for Suppliers

At TSMC’s earnings call on the 17th, the company revealed that its CoWoS (Chip-on-Wafer-on-Substrate) capacity will double each year in 2024 and 2025, but demand will continue to outpace supply. According to a report from Money DJ, the CoWoS expansion wave is expected to extend into 2026, promisin...

2024-10-18

[News] Intel Steps Back from AI Race with NVIDIA, Shifts Focus to Cost-Effective Solutions with Gaudi 3

According to a report from Wccftech, Intel has stepped away from competing with NVIDIA in AI computing power and the market of training large-scale AI models. Instead, the company is now entering a less saturated segment of the AI market, focusing on its new cost-effective AI accelerator, Gaudi 3. ...

2024-10-18

[News] Intel Reportedly Aims to Raise Billions through Sale of Minority Stake in Altera

Rumors have been circulating for a while that Intel is considering to sell off its FPGA unit Altera, and later subsided as Altera reiterated that it still eyes an IPO in 2026. However, Intel’s stance of regarding Altera to be a critical part of its core business seems to waver, according to the la...

2024-10-18

[News] TSMC Reports Highest Electricity Price in Taiwan, Affecting Next Year’s Gross Margin

During the earnings call on October 17th, TSMC revealed that electricity prices for its factories in Taiwan have doubled in recent years, making them the highest among all its global operations. According to a report from CNA, TSMC stated that factors influencing next year's gross margin include ...

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