Semiconductors


2024-06-12

[News] TSMC Accelerates CoWoS Advanced Packaging Capacity Construction, Beginning Equipment Procurement in its Chiayi Plant

With high demand for AI chips from major players like NVIDIA and AMD, the capacity for advanced packaging falls short of meeting demand. Industry sources cited in a report from the Economic Daily News indicate that TSMC's new CoWoS facility in the Southern Taiwan Science Park in Chiayi is now underg...

2024-06-12

[News] US Reportedly Mulls to Further Limit China’s Access to GAA Chip Technology and HBM

Starting from October, 2022, the U.S. has launched a series of export controls, targeting to limit China’s access to advanced semiconductor technologies, while tech giants including Intel, Qualcomm and NVIDIA are not allowed to ship some of their most cutting-edge chips to China. Now a new develop...

2024-06-12

[News] DDR3 Price Rebound Expected in the Upcoming Quarters, Benefiting Taiwanese Manufacturers

As the standard DRAM market experiences an unprecedented cycle of supply-demand imbalance, the shortage of DDR3 production capacity has become even more severe. According to a report from the Economic Daily News, with leading manufacturers like Samsung exiting DDR3 production, while demand for D...

2024-06-12

[News] Samsung Considers Hybrid Bonding a Must for 16-stack HBM

According to the latest report by TheElec, though Samsung has been using thermal compression (TC) bonding until its 12-stack HBM, the company now confirms its belief that hybrid bonding is necessary for manufacturing 16-stack HBM. Regarding its future HBM roadmap, Samsung reportedly plans to prod...

Huawei
2024-06-11

[News] Huawei’s Self-developed AI Chip Challenges NVIDIA, Boasting Its Ascend 910B to Be Equal in Match With A100

According to a report from South China Morning Post, Wang Tao, Executive Director, Chairman of the ICT Infrastructure Managing Board at Huawei, recently stated at the World Semiconductor Conference and Nanjing International Semiconductor Expo that Huawei's advanced Ascend 910B AI chip achieves an ef...

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