Subject


TSMC


2023-12-05

[News] Revival for Smartphone Panels! Surging Demand from Huawei’s New Models and Customer Stockpiling Propel AMOLED Prices

According to TechNews' report, after a prolonged period of price suppression in the mobile panel market, there has been an upswing in demand since the end of the second quarter, as customer inventories have reached a turning point. The report further quoted industry sources, stating that the incr...

2023-12-04

[News] Silicon Photonics Reshapes the Future; TSMC, ASE Ready to Seize Market Share

According to a report from Taiwan's Commercial Times, industry experts assert that Silicon Photonics (SiPh) is poised to revolutionize the cloud industry as communication transmission speeds surge beyond 1.6 Tbps. Utilizing Co-Packaged Optics (CPO) for integration, SiPh combines optical components a...

2023-12-04

[News] Strong Demand for AI Testing Boosts Revenue Outlook for OSAT like ASE Holdings, KYEC and Sigurd

The AI landscape witnesses a robust surge with the consecutive launches of AMD's "Instinct MI300" series AI chips and NVIDIA's upcoming "B100" GPU structure. This wave of innovation propels a flourishing demand for AI-related Outsourced Semiconductor Assembly And Test Services (OSAT), surpassing in...

2023-12-01

[News] Apple Expands Amkor Partnership at Arizona Fab with Amkor’s $2B Investment in Advanced Packaging

On November 30th, Apple revealed an extension of its partnership with Amkor in the advanced packaging sector within the United States. Apple proudly proclaimed its role as the inaugural and principal client for Amkor's recently established facility in Peoria, Arizona. In this collaboration, Amkor w...

2023-12-01

[News] Samsung Fails to Secure Qualcomm’s 3nm Orders for the Coming Year, Dual Foundry Strategy Postponed

According to TechNews' report, TSMC and Samsung fiercely compete in the semiconductor foundry sector. Earlier market reports suggested that Qualcomm's Snapdragon 8 Gen 4 mobile processor might adopt a dual-foundry strategy with TSMC and Samsung manufacturing simultaneously. However, according to ...

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