Monthly Archives: May 2024

[News] AMD Reportedly Seeks Major Subsidy with Four Conditions from Taiwan Ministry of Economic Affairs

As the era of AI advances, following NVIDIA’s application to the Ministry of Economic Affairs (MOEA) for the “A+ Industrial Innovative R&D Program,”  which led to the establishment of the first R&D center in Asia and the creation of Taiwan’s …

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[News] CoWoS Production Capacity Reportedly Falls Short of GPU Demand

The world’s four major CSPs (Cloud Service Providers) – Microsoft, Google, Amazon, and META – are continuously expanding their AI infrastructure, with their combined capital expenditures projected to reach USD 170 billion this year. According to the industry sources cited …

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[News] Apple COO Rumored to Make Secret Visit to TSMC, Booking Advanced Capacity for AI In-house Chips

As Apple keeps advancing in AI as well as developing its own in-house processors, industry sources indicated that the tech giant’s Chief Operating Officer (COO) Jeff Williams recently made a visit to TSMC, and was personally received by TSMC’s President, …

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[News] TSMC Targets to Increase Specialty Capacity by 50% by 2027, with N4e Reportedly its Latest Weapon

In addition to the aggressive overseas expansion plans recently, TSMC also demonstrates its ambition of increasing specialty capacity, targeting to be expanded by 50% by 2027, according to a report by AnandTech. A key driver of this demand will be …

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[COMPUTEX 2024] As Electricity Demand Climbs Every Year, Which Development Paths Lead to Net-zero Carbon Emissions?

With the emergence of net-zero carbon emissions and generative AI, the rising electricity demand will also become a major, long-term global trend accompanying these two hotly debated issues. For many governments and corporations, satisfying their electricity demand while meeting policy …

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