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Author Archives: TrendForce
[News] Chinese Firms Stockpile Chips Amid Geopolitics; TSMC Sees Rush Orders
As geopolitical tensions rise, a significant increase in orders from China for TSMC was seen last quarter. According to a report from Economic Daily News, as the U.S. presidential election countdown continues, both party candidates agree on expanding semiconductor export controls …
[News] TSMC Dominates High-End Packaging Market, Potentially Impacting Opportunities for OSAT
TSMC continues to showcase its drive in the advanced packaging market. According to a report from MoneyDJ, TSMC has forecasted that CoWoS will remain in high demand through 2025, with potential for capacity to double in two consecutive years. TSMC is …
Posted in DRAM, IC Manufacturing, Package&Test, Semiconductors
Tagged advanced packaging, Amkor, ASE Group, CoWoS, FOPLP, OSAT, TSMC
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[News] Samsung’s 2nm Node Will Reportedly Feature 30% More EUV Layers
As the industry is entering the Angstrom era with semiconductor giants eagerly applying EUV machines to the advanced nodes, more details about Samsung’s 2nm have surfaced. According to the latest report by TheElec, Samsung’s 2nm process will feature 30% more …
Posted in IC Manufacturing, Package&Test, Semiconductors
Tagged 2nm, 3nm, EUV, Samsung
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[News] China Reportedly Imposes Mandatory AI Model Reviews on ByteDance, Alibaba, and Others
According to a report from global media outlet Financial Times citing sources, Chinese authorities plan to implement mandatory reviews of large AI models. Reportedly, Chinese government officials are testing the large language models of AI companies to ensure that the systems embody core …
Posted in Artificial Intelligence, Emerging Technologies, Semiconductors
Tagged 01.AI, AI, Alibaba, ByteDance, China, Moonshot, semiconductor
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[News] TSMC Maintains Overseas Expansion Strategy, Unfazed by Geopolitical Disruptions
According to a report from Economic Daily News, amid U.S. presidential candidate Donald Trump’s remarks claiming that Taiwan is taking away chip business and should pay the U.S. for defense, geopolitical risks have become another focal point at TSMC’s July …