CoWoS


2023-09-06

[News] ASE Penang Factory Expansion Targets Revenue Doubling

According to a report by Taiwan's Central News Agency, Tien Wu, CEO of the semiconductor packaging and testing giant ASE Group, believes that the semiconductor industry is experiencing ongoing inventory adjustments, with uncertainties remaining in the global economy. However, he maintains a positive...

2023-09-01

[News] Rumored AI Chip Demand Spurs Price Hikes at TSMC, UMC, ASE

TSMC's CoWoS advanced packaging capacity shortage is causing limitations in NVIDIA's AI chip output. Reports are emerging that NVIDIA is willing to pay a premium for alternative manufacturing capacity outside of TSMC, setting off a surge in massive overflow orders. UMC, the supplier of interposer ma...

2023-08-29

[News] CoWoS Demand Surges: TSMC Raises Urgent Orders by 20%, Non-TSMC Suppliers Benefit

According to a report from Taiwan's TechNews, NVIDIA has delivered impressive results in its latest financial report, coupled with an optimistic outlook for its financial projections. This demonstrates that the demand for AI remains robust for the coming quarters. Currently, NVIDIA's H100 and A100 c...

2023-08-25

TrendForce Dives into NVIDIA’s Product Positioning and Supply Chain Shifts Post Earnings Release

NVIDIA’s latest financial report for FY2Q24 reveals that its data center business reached US$10.32 billion—a QoQ growth of 141% and YoY increase of 171%. The company remains optimistic about its future growth. TrendForce believes that the primary driver behind NVIDIA’s robust revenue growth st...

2023-08-25

[News] TSMC Partners with ASE and Siliconware to Boost CoWoS Packaging Capacities

According to the news from Liberty Times Net, NVIDIA's Q2 financials and Q3 forecasts have astounded the market, driven by substantial growth in their AI-centric data center operations. NVIDIA addresses CoWoS packaging supply issues by collaborating with other suppliers, boosting future capacity, an...

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