Semiconductors


2023-09-11

[News] TSMC Intensifies Silicon Photonics R&D, Rumored Collaboration with Broadcom and NVIDIA

According to a report by Taiwan's Economic Daily, AI is driving a massive demand for data transmission, and silicon photonics and Co-Packaged Optics (CPO) have become new focal points in the industry. TSMC is actively entering this field and is rumored to be collaborating with major customers such a...

2023-09-08

[News] PSMC to Launch Affordable AI Chips Next Year

According to a report by Taiwan's Commercial Times, the semiconductor market is expected to slow down this year. PSMC Chairman Frank Huang stated that it is estimated that the current wave of semiconductor inventory clearance will not be completed until the end of the first quarter of next year, and...

2023-09-08

[News] Reportedly, TSMC’s U.S. Factory Plans Small-Scale Trial Line for Q1 2024

According to a report by Taiwan's Money DJ, the production schedule for TSMC's semiconductor foundry in the United States has been delayed until 2025, raising concerns among observers. However, Chairman Mark Liu, in an interview on the 6th, stated that there has been significant progress over the pa...

2023-09-08

Continuing Moore’s Law: Advanced Packaging Enters the 3D Stacked CPU/GPU Era

As applications like AIGC, 8K, AR/MR, and others continue to develop, 3D IC stacking and heterogeneous integration of chiplet have become the primary solutions to meet future high-performance computing demands and extend Moore's Law. Major companies like TSMC and Intel have been expanding their i...

2023-09-07

Can China’s Indigenous AI Chips Compete with NVIDIA?

In its FY2Q24 earnings report for 2023, NVIDIA disclosed that the U.S. government had imposed controls on its AI chips destined for the Middle East. However, on August 31, 2023, the U.S. Department of Commerce stated that they had "not prohibited the sale of chips to the Middle East" and declined to...

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