According to a report from Tom’s Hardware, while major tech companies are investing heavily in datacenter GPUs, the lifespan of these GPUs may only be 1 to 3 years, depending on their utilization rates. The report, citing a general architect at Alphabet, noted that because GPUs are under heavy ...

As the demand for AI GPUs increases, TSMC's advanced packaging capacity for CoWoS is struggling to keep up. Recently, according to a report from Commercial Times, NVIDIA has reportedly turned to Intel for advanced packaging solutions. According to industry sources cited by the same report, TS...

TSMC is set to conduct an investor meeting on the 19th, with Morgan Stanley, UBS, and Bank of America Securities releasing their latest reports ahead of the event. These reports highlight five main areas of interest: 1. Q4 Operational Outlook 2. Future Gross Margin Trends 3. Potential Adjustmen...