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2024-10-21

[News] AI Fuels Optical Product Demand, Marvell Reportedly Set to Raise Prices Next Year

According to a report by the Economic Daily News, U.S. chip giant Marvell Technology has announced that it will raise prices across its entire product line starting January 1 next year, marking the first major price hike in the optical communications sector. Marvell's strong financial performance...

2024-10-21

[News] Xiaomi Rumored to Have Taped out its First 3nm Chipset, Which Might be Launched Next Year

Rumors have been circulating for a while that China’s tech giants are capable of manufacturing chips in advanced nodes even without the need for extreme ultraviolet (EUV) lithography machines by ASML, and that local foundry SMIC has reportedly produced 5nm chips for Huawei. Now there seems to be a...

2024-10-21

[News] TSMC Says 2nm More Sought after than 3nm; A16 Attractive for AI Server Clients

TSMC has passed the test of the market with flying colors as it reported record high profit in the third quarter at the earnings call. By confirming that the AI demand is “real,” TSMC Chairman C.C. Wei stated that the foundry giant is expected to enjoy healthy growth over the next five years. Bu...

2024-10-21

[News] China’s Domestic Photoresist Successfully Validated!

Recently, Wuhan Taiziwei Optoelectronics Technology Co., Ltd. in China launched its T150 A photoresist product, which has successfully passed mass production validation for semiconductor processes. With a fully self-designed formula, this achievement is expected to pave the way for a new era in Chin...

2024-10-21

[News] TSMC’s CoWoS Capacity Doubles for Two Years, Still Insufficient—Positive Outlook for Suppliers

At TSMC’s earnings call on the 17th, the company revealed that its CoWoS (Chip-on-Wafer-on-Substrate) capacity will double each year in 2024 and 2025, but demand will continue to outpace supply. According to a report from Money DJ, the CoWoS expansion wave is expected to extend into 2026, promisin...

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