Articles


2024-12-16

[News] Geopolitical Rush Orders Drive TSMC Toward a Record-Breaking Q1 Off-Season in 2025

According to a report by Economic Daily News, TSMC is riding the wave of AI and high-performance computing (HPC) applications, with its USD-denominated revenue expected to reach record highs in Q4 2024 and throughout the year. Recently, rush orders have surged as customers anticipate tighter U.S. re...

2024-12-16

[News] China’s Photoresist: Breaking Through and Advancing

In 2024, the global semiconductor industry has accelerated its development. As a core material, photoresist is experiencing dual opportunities of technological breakthroughs and market expansion. Particularly in China, significant progress has been made in photoresist research and production. Recent...

2024-12-16

[News] Intel Reportedly Confirms Panther Lake to Be Built on 18A, with Samples Distributed to Customers

Once touted as the lifesaver of Team Blue’s foundry unit, Intel’s 18A is rumored to have a yield rate of around 10%, posing tough challenges for mass production. However, according to the latest report from TechPowerUp, Intel seems to be making good progress, as it has confirmed the upcoming Pan...

2024-12-13

[News] China’s Tianma Secures Deal to Supply LCD Panels for Apple’s HomePod

According to a report by TheElec, China’s Tianma will supply 7-inch liquid crystal display (LCD) panels for Apple’s HomePod. While the HomePod was initially expected to launch in 2024, the release has been delayed to 2025, as the report notes. Notably, this marks the first time Apple’s Home...

2024-12-13

[News] TSMC Ramps up CoWoS Capacity across Taiwan, Projected to Nearly Triple by 2026

According to a report from Commercial Times, TSMC is actively expanding its advanced packaging facilities in Taiwan. With the Tainan facility (AP8) it acquired earlier from Innolux starting small-scale production by the end of 2025, TSMC's CoWoS capacity is expected to triple, rising to 90,000 wafe...

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