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Over 20 Wafer Fabs Worldwide to Be Completed Year by Year, Will TSMC Establish a New 7nm Production Line in Japan?
According to sources cited by Nikkan Kogyo Shimbun, TSMC intends to commence the construction of the second fab in Kikuyo-cho, Kumamoto Prefecture, Japan, in April 2024, with the goal of commencing production before the end of 2026. It is worth mentioning that news about TSMC's plan to build its ...
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ASE, Amkor, UMC and Samsung Getting a Slice of the CoWoS Market from AI Chips, Challenging TSMC
AI Chips and High-Performance Computing (HPC) have been continuously shaking up the entire supply chain, with CoWoS packaging technology being the latest area to experience the tremors. In the previous piece, "HBM and 2.5D Packaging: the Essential Backbone Behind AI Server," we discovered that th...
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Delay in Mass Production of Micro LED Apple Watch until 2026, According to Industry Sources
Apple has finally launched the Vision Pro, an MR device equipped with Micro OLED, but the debut of the Apple Watch with Micro LED panels has been repeatedly delayed. According to a report from TechNews, industry insiders revealed that the production timeline for the Micro LED Apple Watch has been pu...
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HBM and 2.5D Packaging: the Essential Backbone Behind AI Server
With the advancements in AIGC models such as ChatGPT and Midjourney, we are witnessing the rise of more super-sized language models, opening up new possibilities for High-Performance Computing (HPC) platforms. According to TrendForce, by 2025, the global demand for computational resources in the ...
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AI Servers: The Savior of the Supply Chain, Examining Key Industries
NVIDIA's robust financial report reveals the true impact of AI on the technology industry, particularly in the AI server supply chain. ......
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