Semiconductors


2025-01-03

[News] NVIDIA Reportedly to Establish ASIC Division, Actively Headhunting Talent from Taiwan’s IC Firms

As NVIDIA is gradually ramping up AI servers based on the B200 and GB200 platforms, paving the way for its next-gen GB300 AI server product line, the U.S. AI giant is reportedly making another move discreetly. According to a report from Commercial Times, NVIDIA is planning to set up an ASIC (Applica...

2025-01-02

[News] Chinese Foundry Giant Hua Hong Appoints Former Intel VP as New President

As 2025 unfolds, a personnel shake-up has taken place in Hua Hong Semiconductor, China’s second largest foundry. According to the company’s announcement and a report from Chinese media outlet ICsmart, it has named Peng Bai, former global vice president of Intel, as the new president, effective f...

2025-01-02

[News] TSMC Set to Expand CoWoS Capacity to Record 75,000 Wafers in 2025, Doubling 2024 Output

TSMC is actively expanding its advanced packaging CoWoS capacity, with progress reportedly on track, according to Economic Daily News. Industry sources estimate that, with the inclusion of production capacity from facilities acquired from Innolux (AP8) and those in Taichung, TSMC's CoWoS monthly ca...

2025-01-02

[News] TSMC to Lose 2nm Orders? NVIDIA and Qualcomm Reportedly Mull to Team up with Samsung

With rumors indicating that Apple, one of TSMC’s most critical customers, may delay the adoption of the foundry giant’s 2nm process until 2026, a Commercial Times report, citing Chosun Daily and SamMobile, now suggests that NVIDIA and Qualcomm are following suit, as they are reportedly mulling t...

2025-01-01

[News] TSMC Sets Up 2nm Pilot Line, Aims for 130,000 Wafers Monthly by 2026

TSMC's next-generation 2nm development is actively progressing. According to MoneyDJ, industry sources indicate that TSMC has begun setting up a pilot production line for 2nm (N2) at its Hsinchu Baoshan fab (Fab 20) this quarter, with a planned monthly capacity of approximately 3,000 to 3,500 wafers...

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