Subject


CoWoS


2024-03-13

[News] TSMC Reportedly Sensing Increased Orders Again, CoWoS Production Capacity Surges

With AI demand exploding across the board, TSMC initiated a major expansion plan for CoWoS in 2023. According to MoneyDJ citing sources, TSMC reportedly initiated a new wave of orders to Taiwan-based equipment manufacturers this month. Delivery is expected in the fourth quarter of this year. Ther...

2024-02-21

[News] Pioneering an AI Era: Assessing the Prosperity and Challenges of the NVIDIA

Last year's AI boom propelled NVIDIA into the spotlight, yet the company finds itself at a challenging crossroads. According to a report from TechNews, on one hand, NVIDIA dominates in high-performance computing and artificial intelligence, continuously expanding with its latest GPU products. On ...

2024-02-19

[News] TSMC Reportedly Doubles CoWoS Capacity while Amkor, ASE also Enter Advanced Packaging for AI

The surge in demand for advanced packaging is being primarily propelled by artificial intelligence (AI) chips. According to industry sources cited by CNA, TSMC's CoWoS production capacity is set to double this year, yet demand continues to outstrip supply. In response, NVIDIA has enlisted the help o...

2024-02-19

[News] CoWoS Capacity Shortage Challenges AI Chip Demand, while Taiwanese Manufacturers Expand to Seize Opportunities

With the flourishing development of technologies such as AI, cloud computing, big data analytics, and mobile computing, modern society has an increasingly high demand for computing power. Moreover, with the advancement beyond 3 nanometers, wafer sizes have encountered scaling limitations and manu...

2024-02-15

[News] Apple Reportedly Places Large Orders for TSMC’s 3nm While Simultaneously Securing Significant Advanced Packaging Capacity

Apple's product line is rumored to set for a significant upgrade. According to a report from Economic Daily News, the next-generation M4 and A18 processors, slated for iPads, MacBooks, and iPhones, are expected to increase the number of built-in AI computing cores, leading to a substantial growth ...

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