Author Archives: TrendForce

[News] TSMC Reportedly Sensing Increased Orders Again, CoWoS Production Capacity Surges

With AI demand exploding across the board, TSMC initiated a major expansion plan for CoWoS in 2023. According to MoneyDJ citing sources, TSMC reportedly initiated a new wave of orders to Taiwan-based equipment manufacturers this month. Delivery is expected in …

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[News] Assistant to SMIC’s Co-CEO Joins CXMT, Drawing Industry Attention

With the rising demand in the memory market and Chinese memory companies actively preparing for competition, a report from TechNews indicates that Zhou Meisheng, formerly the assistant to SMIC’s co-CEO Liang Mengsong, has joined ChangXin Memory Technology (CXMT) as the head …

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[News] PSMC’s Frank Huang Explores Global Expansion through Fab IP, Diverging from TSMC’s Path

As various governments actively court semiconductor foundries in Taiwan, PSMC, in partnership with India’s Tata Group, held a groundbreaking ceremony for India’s first 12-inch fab on March 12th. As per a report from TechNews, PSMC has been collaborating with Japan …

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[News] Another Semiconductor Giant Makes a Move on HBM

Amidst the AI frenzy, HBM has become a focal point for major semiconductor manufacturers, and another storage giant is making new moves. According to Korean media “THE ELEC”, Samsung Electronics plans to establish an HBM development office to enhance its competitiveness …

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[News] The Imminent Arrival of 2-Nanometer Advanced Process

Recently, IC design company Marvell announced an expansion of its long-term partnership with TSMC to include 2-nanometer technology. They will collaborate on developing the industry’s first 2-nanometer semiconductor production platform optimized for accelerating infrastructure. Currently, the most advanced production technology …

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