Subject


CoWoS


2023-08-29

[News] CoWoS Demand Surges: TSMC Raises Urgent Orders by 20%, Non-TSMC Suppliers Benefit

According to a report from Taiwan's TechNews, NVIDIA has delivered impressive results in its latest financial report, coupled with an optimistic outlook for its financial projections. This demonstrates that the demand for AI remains robust for the coming quarters. Currently, NVIDIA's H100 and A100 c...

2023-08-25

TrendForce Dives into NVIDIA’s Product Positioning and Supply Chain Shifts Post Earnings Release

NVIDIA’s latest financial report for FY2Q24 reveals that its data center business reached US$10.32 billion—a QoQ growth of 141% and YoY increase of 171%. The company remains optimistic about its future growth. TrendForce believes that the primary driver behind NVIDIA’s robust revenue growth st...

2023-08-25

[News] TSMC Partners with ASE and Siliconware to Boost CoWoS Packaging Capacities

According to the news from Liberty Times Net, NVIDIA's Q2 financials and Q3 forecasts have astounded the market, driven by substantial growth in their AI-centric data center operations. NVIDIA addresses CoWoS packaging supply issues by collaborating with other suppliers, boosting future capacity, an...

2023-08-25

[News] NVIDIA Establishes Non-TSMC CoWoS Supply Chain, UMC Doubles Interposer Capacity

According to a report from Taiwan's Commercial Times, NVIDIA is aggressively establishing a non-TSMC CoWoS supply chain. Sources in the supply chain reveal that UMC is proactively expanding silicon interposer capacity, doubling it in advance, and now planning to further increase production by over t...

2023-08-23

[News] TSMC Faces Capacity Shortage, Samsung May Provide Advanced Packaging and HBM Services to AMD

According to the Korea Economic Daily. Samsung Electronics' HBM3 and packaging services have passed AMD's quality tests. The upcoming Instinct MI300 series AI chips from AMD are planned to incorporate Samsung's HBM3 and packaging services. These chips, which combine central processing units (CPUs), ...

  • Page 19
  • 21 page(s)
  • 104 result(s)

Get in touch with us