Semiconductors


2023-10-12

[News] Advanced Packaging in High Demand, TSMC and OAST Increasing Equipment Orders

As AI demand continues to surge, TSMC (Taiwan Semiconductor Manufacturing Company) has initiated an extensive expansion plan for its CoWoS (Chip-on-Wafer-on-Substrate) production. Within the industry, reports suggest that TSMC, a leading semiconductor foundry, placed a significant wave of orders wit...

2023-10-12

Continuous Rise in HBM Demand, Memory Giants Expecting HBM4 Delivery in 2025

Amidst the AI boom, HBM technology steps into the spotlight as market demand continues to surge. Global market research firm TrendForce anticipates a 58% year-on-year increase in HBM demand in 2023, with a potential additional growth of approximately 30% in 2024. Compared to traditional DRAM, HBM...

2023-10-11

[News] TSMC’s AI Orders Set for a Breakout Year in 2023 – Quanta, Wistron, and More Joining the Ride

In the industry buzz, it's reported that TSMC expects a significant upswing in the proportion of AI orders within its 2024 revenue, driven by the increased demand for wafer starts from its six key AI customer groups in the coming year. These six major AI customer groups encompass NVIDIA, AMD, Tes...

2023-10-11

[News] Coherent’s SiC Semiconductor Unit Secures $1B from Denso & Mitsubishi Electric

A global supplier in materials, networking, and lasers, Coherent announced that DENSO  Corporation and Mitsubishi Electric Corporation have agreed to invest an aggregate $1 billion in its silicon carbide business (the “Business”). The transaction results from the strategic review process announ...

2023-10-10

[Report Highlights] China’s EDA Industry Enters a Period of Consolidation amidst Rapid Growth

China's EDA Industry into Fast Development with Efforts of Downstream Industries, Capital and Policies Propel Within the broader context of China's push for semiconductor self-sufficiency in recent years, the domestic EDA (Electronic Design Automation) industry in China has undergone remarkable g...

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