IC Manufacturing, Package&Test


2023-08-25

TrendForce Dives into NVIDIA’s Product Positioning and Supply Chain Shifts Post Earnings Release

IC Manufacturing, Package&Test

NVIDIA’s latest financial report for FY2Q24 reveals that its data center business reached US$10.32 billion—a QoQ growth of 141% and YoY increase of 171%. The company remains optimistic about its future growth. TrendForce believes that the primary driver behind NVIDIA’s robust revenue growth st...

2023-08-25

[News] NVIDIA Establishes Non-TSMC CoWoS Supply Chain, UMC Doubles Interposer Capacity

IC Manufacturing, Package&Test

According to a report from Taiwan's Commercial Times, NVIDIA is aggressively establishing a non-TSMC CoWoS supply chain. Sources in the supply chain reveal that UMC is proactively expanding silicon interposer capacity, doubling it in advance, and now planning to further increase production by over t...

2023-08-23

[News] TSMC Faces Capacity Shortage, Samsung May Provide Advanced Packaging and HBM Services to AMD

IC Manufacturing, Package&Test

According to the Korea Economic Daily. Samsung Electronics' HBM3 and packaging services have passed AMD's quality tests. The upcoming Instinct MI300 series AI chips from AMD are planned to incorporate Samsung's HBM3 and packaging services. These chips, which combine central processing units (CPUs), ...

2023-08-23

Malaysia: Rising Global Hub for Semiconductor Backend Testing and Packaging in Supply Chain Shift

IC Manufacturing, Package&Test

As reported by TechNews, a media partner of TrendForce, Southeast Asia and India, equipped with the advantages of demographic dividends, strategic geographic positioning, manufacturing capabilities, and rapidly growing economic markets, have undoubtedly emerged as the preferred destinations for the ...

2023-08-22

TSMC’s CoWoS Dominance: Amkor, ASE, JCET’s Response

IC Manufacturing, Package&Test

In response to the demands of high-performance computing, AI, 5G, and other applications, the shift towards chiplet and the incorporation of HBM memory has become inevitable for advanced chips. As a result, packaging has transitioned from 2D to 2.5D and 3D formats. With chip manufacturing advanci...

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