Amid NVIDIA's leadership in the AI wave, demand for CoWoS (Chip-on-Wafer-on-Substrate) has tripled, driving TSMC to aggressively expand CoWoS capacity, with a corresponding surge in demand for System-in-Integrated-Circuit (SoIC) solutions. According to a report from MoneyDJ citing industry source...

The global laptop and PC market is experiencing a gradual recovery, driven by the growing trend of AI-powered PCs (AIPC). Consequently, as per a report from TechNews, the competition to enhance AI chip computing power has emerged as a key global focus.  One of the competitors, Intel, during its ...

As the U.S. Department of Commerce finalizes subsidies for Intel and TSMC, the two major semiconductor manufacturers will enter a new competitive landscape in the United States. In preparation for these new challenges and with the first fab trial production imminent, sources cited by a report fro...

The GPU shortage issue has reportedly been alleviated. Per a report from Economic Daily News, it has led to a significant improvement in delivery times for major server brands like Dell. Delivery times have decreased from 40 weeks at the end of last year to a normal cycle of 8-12 weeks now, and som...

Following grants to Intel and TSMC, the US administration reportedly plans to announce next week a USD 6 to 7 billion subsidy to Samsung for constructing a semiconductor fab in Taylor, Texas, aimed at increasing chip production capacity. According to sources cited by Reuters, this funding initi...