Insights
According to media reports, in response to the booming demand in the artificial intelligence market, TSMC has altered its Kaohsiung factory plan. Originally scheduled for a 28-nanometer mature process, the factory will now be equipped with a 2-nanometer advanced process, with mass production expecte...
Insights
In the continued sluggish consumer electronics market and amidst the booming era of artificial intelligence, semiconductor manufacturers are actively targeting high-performance chips and intensifying the competition over the 2nm process node. TSMC, Samsung, and the newcomer Rapidus are all active...
Insights
According to sources cited by Nikkan Kogyo Shimbun, TSMC intends to commence the construction of the second fab in Kikuyo-cho, Kumamoto Prefecture, Japan, in April 2024, with the goal of commencing production before the end of 2026. It is worth mentioning that news about TSMC's plan to build its ...
In-Depth Analyses
AI Chips and High-Performance Computing (HPC) have been continuously shaking up the entire supply chain, with CoWoS packaging technology being the latest area to experience the tremors. In the previous piece, "HBM and 2.5D Packaging: the Essential Backbone Behind AI Server," we discovered that th...
Insights
Apple has finally launched the Vision Pro, an MR device equipped with Micro OLED, but the debut of the Apple Watch with Micro LED panels has been repeatedly delayed. According to a report from TechNews, industry insiders revealed that the production timeline for the Micro LED Apple Watch has been pu...