Subject


TSMC


2023-09-11

Huawei’s Smartphone Showcases China’s Semiconductor Self-Sufficiency: : Impact on Taiwan’s Supply Chain

On August 29, 2023, Huawei quietly launched its new smartphone, the Huawei Mate 60 Pro, on its official website without the usual fanfare associated with new product releases. Unlike previous events or those held by other brands, Huawei chose to communicate with consumers solely through a letter. Wh...

2023-09-11

[News] TSMC Intensifies Silicon Photonics R&D, Rumored Collaboration with Broadcom and NVIDIA

According to a report by Taiwan's Economic Daily, AI is driving a massive demand for data transmission, and silicon photonics and Co-Packaged Optics (CPO) have become new focal points in the industry. TSMC is actively entering this field and is rumored to be collaborating with major customers such a...

2023-09-08

[News] Reportedly, TSMC’s U.S. Factory Plans Small-Scale Trial Line for Q1 2024

According to a report by Taiwan's Money DJ, the production schedule for TSMC's semiconductor foundry in the United States has been delayed until 2025, raising concerns among observers. However, Chairman Mark Liu, in an interview on the 6th, stated that there has been significant progress over the pa...

2023-09-08

Continuing Moore’s Law: Advanced Packaging Enters the 3D Stacked CPU/GPU Era

As applications like AIGC, 8K, AR/MR, and others continue to develop, 3D IC stacking and heterogeneous integration of chiplet have become the primary solutions to meet future high-performance computing demands and extend Moore's Law. Major companies like TSMC and Intel have been expanding their i...

2023-09-07

[News] CoWoS Production Shortage, TSMC Expects Capacity Will Catch Up in 1.5 Years

According to Taiwan's Economic Daily, TSMC Chairman Mark Liu stated on 9/6 that semiconductor technology development "has reached the exit of the tunnel, and there are more possibilities beyond the tunnel; we are no longer bound by the tunnel." Regarding TSMC's progress in establishing a factory ...

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