Subject


CoWoS


2024-10-21

[News] TSMC’s CoWoS Capacity Doubles for Two Years, Still Insufficient—Positive Outlook for Suppliers

At TSMC’s earnings call on the 17th, the company revealed that its CoWoS (Chip-on-Wafer-on-Substrate) capacity will double each year in 2024 and 2025, but demand will continue to outpace supply. According to a report from Money DJ, the CoWoS expansion wave is expected to extend into 2026, promisin...

2024-10-04

[News] TSMC Announces Partnership Expansion with Amkor to Collaborate on Advanced Packaging in Arizona

Amkor and TSMC announced today that the two companies have signed a memorandum of understanding to collaborate and bring advanced packaging and test capabilities to Arizona, further expanding the region’s semiconductor ecosystem. Amkor and TSMC have been closely collaborating to deliver high vo...

2024-09-24

[News] TSMC’s Newly Acquired AP8 Facility in Southern Taiwan Rumored to Start Production in 2H25

In mid-August, TSMC had signed a contract with panel manufacturer Innolux to purchase its plant and facilities located in southern Taiwan, eyeing to further expand its advanced packaging capacity. According to a report by China Times, the fab, designated as the AP8 facility, is expected to start pro...

2024-09-10

[News] NVIDIA’s Blackwell Overcomes Delays, as GB200 Reportedly Sets for December Mass Production

According to a report from Commercial Times citing sources, it's revealed that NVIDIA has executed changes to the Blackwell series' 6-layer GPU mask. Therefore, the process can now proceed without re-taping out, as production delays being minimized. The report noted that NVIDIA's updated ...

2024-09-06

[News] 300mm Wafer Fab Construction Picks up Steam Worldwide

Amid the rising of emerging applications in the AI market, the booming demands for high-performance computing (HPC), high-bandwidth memory (HBM), CoWoS advanced packaging, and high-performance storage, have energized the wafer foundry industry. Given the broader applicability of 12-inch wafer in ...

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