Subject


CoWoS


2024-04-30

[News] NVIDIA’s H100 Chip Heat Declines, CoWoS Capacity Eases

NVIDIA's upcoming next-generation high-end AI chip, the H200, is on the horizon. As per a report from Economic Daily News, currently, the mainstream high-end H100 chip has seen a decline in demand, putting an end to the previous state of supply shortages. As per the same report, Taiwanese contra...

2024-04-25

[News] TSMC Unveils 1.6nm Tech for the First Time, Production Set for 2026

TSMC today unveiled its newest semiconductor process, advanced packaging, and 3D IC technologies for powering the next generation of AI innovations with silicon leadership at the Company’s 2024 North America Technology Symposium. TSMC debuted the TSMC A16TM technology, featuring leading nanoshe...

2024-04-11

[News] TSMC Reportedly Secures 4 Major Clients for SoIC, Including Apple, NVIDIA and Broadcom

Amid NVIDIA's leadership in the AI wave, demand for CoWoS (Chip-on-Wafer-on-Substrate) has tripled, driving TSMC to aggressively expand CoWoS capacity, with a corresponding surge in demand for System-in-Integrated-Circuit (SoIC) solutions. According to a report from MoneyDJ citing industry source...

2024-04-08

[News] While TSMC’s CoWoS Faces Supply Shortage, Samsung Reportedly Secures NVIDIA’s 2.5D Advanced Packaging Order

According to a report from South Korean media outlet TheElec, Samsung's Advanced Package (AVP) team has reportedly secured an advanced packaging order for NVIDIA's AI chip, paving the way for future supply of NVIDIA's high-bandwidth memory (HBM) chips. The report, citing sources, reveals that Sa...

2024-04-01

[News] With Rampant Plant Construction, TSMC Reportedly Expected to Revise Upward Capital Expenditure

The semiconductor battleground of the Angstrom Era has commenced earlier than expected, with TSMC advancing its plant expansions in Taiwan. As per Commercial Times citing sources, TSMC is poised to increase its 2024 capital expenditure from the initial estimate of USD 28-32 billion to USD 30-34 ...

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