Semiconductors


2024-12-20

[News] Intel Reportedly Narrows down Bidders for Altera, with Formal Offers Due by January’s End

After finalizing the USD 7.86 billion funding award under U.S. CHIPS Act, Intel may be close to another business turnaround. According to Bloomberg, Team Blue has advanced several buyout firms to the next stage of bidding for Altera, its FPGA unit. A deadline for potential buyers to submit formal...

2024-12-20

[News] TSMC and Samsung: Close Combat on FOPLP, with Different Panel Materials for Packaging

TSMC and Samsung are not just archrivals in the foundry market. They also confront each other in an emerging sector, the Fan-Out Panel-Level Packaging (FOPLP) technology. According to South Korean media outlet ETnews, the two semiconductor giants, while both eyeing FOPLP as a secret weapon to high-p...

2024-12-19

[News] Taiwanese Foundries UMC and VIS Reportedly to Face Higher Depreciation Pressure Starting from 2025

As TSMC keeps advancing in the most cutting-edge nodes, its foundry peers in Taiwan may have to deal with multiple challenges. In addition to the price war launched by their Chinese rivals, Taiwanese foundries focusing on legacy nodes, including UMC and TSMC’s affiliate VIS, will face significantl...

2024-12-19

[News] NVIDIA and TSMC Showcase Silicon Photonics Innovations as Samsung Speeds up Development

Leading GPU manufacturer NVIDIA recently unveiled its vision for future AI chip designs featuring silicon photonics at the IEDM 2024 conference. According to a report from Business Korea, NVIDIA highlighted the potential of silicon photonics for chip-to-chip connections within AI data centers, drawi...

2024-12-19

[News] Microsoft Leads in purchasing 500K NVIDIA Hopper AI Chip in 2024, Boosting Taiwanese Supply Chain

Microsoft has reportedly emerged as the largest buyer of NVIDIA's Hopper this year, with its procurement volume estimated to reach nearly 500,000 units, doubling that of the second-largest buyer, according to Economic Daily News, citing Financial Times. The report from Economic Daily News notes...

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