Author Archives: TrendForce

[News] TSMC Reportedly Doubles CoWoS Capacity while Amkor, ASE also Enter Advanced Packaging for AI

The surge in demand for advanced packaging is being primarily propelled by artificial intelligence (AI) chips. According to industry sources cited by CNA, TSMC’s CoWoS production capacity is set to double this year, yet demand continues to outstrip supply. In …

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[News] SoftBank Founder Masayoshi Son Plans to Raise USD 100 Billion to Establish AI Chip Company

SoftBank Group founder Masayoshi Son, as per a report from Bloomberg, is planning to raise USD 100 billion to establish an AI chip company, aiming to complement the group’s ARM business. The report indicates that Masayoshi Son plans to name the …

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[News] CoWoS Capacity Shortage Challenges AI Chip Demand, while Taiwanese Manufacturers Expand to Seize Opportunities

With the flourishing development of technologies such as AI, cloud computing, big data analytics, and mobile computing, modern society has an increasingly high demand for computing power. Moreover, with the advancement beyond 3 nanometers, wafer sizes have encountered scaling limitations …

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[News] High Efficiency in TSMC Kumamoto Plant Construction Sets Stage for Potential Advanced Packaging Investment in Japan

Industry sources cited by the Liberty Times Net have pointed out that the Kumamoto plant holds significant importance for both Taiwan and Japan, as Japan is expected to look for attracting investments from TSMC, Intel, and Samsung to establish manufacturing …

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[News] Financial Reports of Six Major Foundries Reveal Semiconductor Industry Recovery Status

The latest financial reports for 4Q23 from six leading global semiconductor foundries signal optimism for the semiconductor industry’s recovery in 2024. In 2023, the semiconductor sector underwent significant adjustments. As the industry worked towards normalizing its inventory levels amidst ongoing …

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