Subject


CoWoS


2025-04-24

[News] TSMC Tech Symposium Highlights: A14 Set for 2028 Launch; 9.5 Reticle CoWoS Arriving in 2027

With 2nm scheduled to enter mass production in 2H25, TSMC, at its North America Technology Symposium today, introduced more details on its next-gen advanced node, A14, which is expected to start production in 2028. Notably, Tom’s Hardware suggests that the initial version will lack backside power ...

2025-04-10

[News] Preview of Key Topics ahead of TSMC’s Earnings Call: Intel JV, CoWoS Concerns, Tariff Threats and More

With TSMC's earnings call coming up on April 17, all eyes are on the foundry giant as it is expected to address key issues in the chip industry amid Trump's tariff threats and its own take on upcoming challenges. Here's a quick preview of what to watch for at the event. Industry Vibes: Intel JV a...

2025-03-25

[News] TSMC Gears Up for SoIC, Reportedly Secures Orders from NVIDIA’s Rubin After AMD and Apple

As TSMC preps for 2nm mass production in the second half of 2025, it is also accelerating advanced packaging expansion to meet strong demand, with a shifting focus beyond CoWoS. According to Commercial Times, NVIDIA’s next-gen Rubin GPU will join AMD and Apple in adopting TSMC’s SoIC (System on ...

2025-03-19

[News] Apple’s A20 Chip May Stick to TSMC’s N3P Process, Delaying 2nm Adoption but Featuring CoWoS Packaging

In December 2024, industry sources indicated that TSMC's 2nm trial production yield had exceeded 60%, sparking speculation about its first adopters. However, according to Wccftech, Apple—a major TSMC customer known for consistently seeking a competitive edge through advanced manufacturing processe...

2025-03-03

[News] NVIDIA’s CoWoS Orders Reportedly Face Decline Concerns as Hopper Ends, Market Awaits GB300 Boost

Despite NVIDIA's strong Q4 earnings and upbeat Q1 outlook, supply chain sources suggest renewed concerns over potential CoWoS order cuts, with reports indicating a reduction in advanced packaging orders at foundries. According to Commercial Times, as NVIDIA’s Hopper GPU approaches the end of it...

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