IC Manufacturing, Package&Test


2024-10-11

[News] AMD Unveils its Latest AI Accelerators MI325X and MI355X, with TSMC Emerges as the Major Beneficiary

IC Manufacturing, Package&Test

As AMD unveiled the roadmap for its upcoming AI accelerators at Advancing AI 2024, including MI325X and MI355X, its longtime foundry partner TSMC is expected to be the major beneficiary, according to the reports by the Commercial Times and the Economic Daily News. TSMC, as AMD’s key chip making...

2024-10-10

[News] Intel Shifts to TSMC for Chip Production: A Looming Threat for AMD?

IC Manufacturing, Package&Test

Intel’s first processor using rival TSMC’s technology, the Lunar Lake, has officially launched, intensifying the competition with AMD. According to a recent report by TechNews, third-party testing has confirmed Intel’s claims: Lunar Lake is indeed the most energy-efficient x86 processor to dat...

2024-10-09

[News] OpenAI’s Bold Vision: Investing Heavily to Build 36 Wafer Fabs

IC Manufacturing, Package&Test

There are signs that OpenAI, the company that rose to fame with its AI models, is now eyeing the semiconductor manufacturing sector. However, can building a wafer fab be an easy success? Recently, international media revealed details of OpenAI CEO Sam Altman's meetings with senior executives from...

2024-10-07

[News] Intel May Cut Gaudi 3’s 2025 Shipment Target by 30%, Raising Concerns for TSMC, ASE, and Alchip

IC Manufacturing, Package&Test

To turn adversity around, Intel launched its latest AI accelerator, Gaudi 3, in late September. However, a report by the Economic Daily News indicates that the struggling giant has significantly slashed the chip’s shipment targets by over 30% for next year, which may severely impact orders for its...

2024-10-07

[News] TSMC’s Electricity Demand Could Triple by 2030, Raising Concerns on Taiwan’s Power Supply

IC Manufacturing, Package&Test

While TSMC is making advancements on its 2nm at full throttle, an unexpected risk may be emerging, which might be more severe than most could imagine: power supply. Citing a report by S&P, a report by Wccftech highlights that compared with 2023, the foundry giant’s electricity consumption coul...

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