While Broadcom signaled strong demand from Google TPUs via Anthropic during last week’s earnings call, another leading Taiwanese ASIC supplier, MediaTek, is reported by the Economic Daily News to have secured orders for Google’s v7e and v8e TPUs. Supply chain sources cited by the report note tha...

TSMC is reportedly reassessing its strategy in Japan amid surging AI demand. According to Nikkei, the company is considering shifting its second Japan fab toward producing more advanced chips than originally planned. As the report highlights, TSMC is weighing a move to 4nm production at the second p...

Amid heightened attention on Intel’s EMIB (Embedded Multi-die Interconnect Bridge), TSMC is experiencing exceptionally strong demand for its own advanced packaging. According to Economic Daily News, a surge of AI and HPC orders from NVIDIA, Google, Amazon, and MediaTek has driven TSMC’s entire C...

TSMC has been actively expanding its advanced packaging capacity. According to MoneyDJ, the company held an opening ceremony for its AP7 facility in Chiayi, Taiwan, on the 4th. Supply chain sources note that Phase 2 of AP7 has recently begun equipment installation and testing, with production expect...

With AI compute demands soaring, silicon photonics is emerging as a next-generation technology poised to reshape the landscape. According to Hankyung, sources say that Samsung Electronics’ Device Solutions (DS) Division has designated the technology as a future strategic priority and begun recrui...