The demand for TSMC's CoWoS advanced packaging is skyrocketing. Following NVIDIA's expansion confirmation in October, there are reports in the industry that major clients like Apple, AMD, Broadcom, Marvell, and others are also placing additional orders with TSMC. To meet the demands of these five...

On October 17, 2023, the U.S. government once again expanded its restrictions on the export of semiconductor devices and products to China. The newly added control conditions now encompass NVIDIA's L40S, A100, H100H800, as well as general-purpose AI server GPUs tailored for the Chinese market, such ...

Non-Apple IC manufacturers are reporting positive business performance this quarter. Chinese brands are experiencing a revival driven by the release of new Huawei smartphones, and a resolution in inventory clearance in emerging markets. This has led to an increase in orders. Additionally, Samsung's ...

Powerchip Semiconductor Manufacturing (PSMC), SBI Holdings, Inc., Japan's Miyagi Prefecture and JSMC signed the Memorandum of Understanding on the 31st, confirming that JSMC's first fab will be selected in Japan. The Second Northern Sendai Central Industrial Park in Ohira Village, Kurokawa District,...

According to CTEE, NVIDIA's forthcoming AI server, the GB200 (B100), slated for a 2024 release, has entered the certification phase in the supply chain. Recent market rumors suggest that Foxconn, originally intended to secure orders for the B100 board, faced certification challenges. As a result, Wi...