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Articles


2023-09-13

What Is ‘Silicon Photonics’? Why Intel, TSMC, NVIDIA, Apple Are Investing

With the increasing demand for massive computing in fields such as AI, communication, and autonomous vehicles, the evolution of integrated circuits (ICs) has reached a physical limit under the premise of Moore's Law. How can this limit be surpassed? The answer lies in the realm of optics. Currently,...

2023-09-12

[News] Apple’s 5G Chip Dreams Crushed, TSMC Wins Big

According to the news from ChinaTimes, Qualcomm announced on the 11th that it has reached a three-year agreement with Apple to supply 5G communication chips for Apple's smartphones from 2024 to 2026. This also implies that Apple's efforts to develop its own 5G modem chips may fall through, and the c...

2023-09-12

[News] Wistron Reportedly Enters Intel AI Server Supply Chain After NVIDIA and AMD

According to a report by Taiwanese media Money DJ, after establishing a stable position as a major supplier for NVIDIA GPU baseboard, Wistron has secured orders for AMD MI300 baseboards. Reliable sources indicate that Wistron has expanded its involvement beyond AMD baseboards and entered the module ...

2023-09-12

China’s Ascendant Apple Notebook Supply Chain: Taiwanese Firms Shift to Secure Orders

The Chinese supply chain, led by Luxshare Precision, has secured Apple AirPods and iPhone assembly orders, while another ODM manufacturer Wingtec Technology, is gradually taking a slice of Taiwan-based orders. This development is poised to impact orders from Apple's notebook computer between Taiwane...

2023-09-12

[News] Facing CoWoS Shortage, TSMC’s Taichung Plant Joins Capacity Support

According to a report by Taiwan's Commercial Times, TSMC is facing a tight supply of advanced packaging capacity, with its Taichung factory ramping up equipment support at a rapid pace. Industry insiders have disclosed that TSMC's annual production capacity for the backend CoWoS (Chip-on-Wafer-on-Su...

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