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Tuesday 25 June 2024
Taiwan OSATs to see sales growth in 2H24
Taiwan-based backend houses have seen demand for advanced packaging and testing services growing from the AI chip segment, which is expected to fuel sales growth in the second half...
Monday 24 June 2024
Innolux, OSATs stepping up FOPLP deployment
In recent years, Fan-Out Panel-Level Packaging (FOPLP) technology has become a rare opportunity for OSATs and other industry participants to compete with TSMC, Samsung Electronics,...
Friday 21 June 2024
Chinese OSATs gear up for advanced packaging
Chinese OSATs including Jiangsu Changjiang Electronics Technology (JCET) and Tongfu Microelectronics (TFME) have stepped up their deployments for advanced packaging, offering services...
Thursday 20 June 2024
Server AI accelerator market and technology

Introduction

Thursday 20 June 2024
Fab toolmakers see strong demand for HBM, CoWoS-like from China
IC equipment and materials suppliers have seen a surge in demand from China's semiconductor industry, where companies are rushing to adopt HBM memory and CoWoS-like technology, according...
Tuesday 18 June 2024
Taiwan wafer foundry industry, 2Q24

Introduction

Monday 17 June 2024
Fab tool and equipment suppliers benefit from TSMC 2H24 business boom
TSMC's second-quarter sales may surpass the target, seeing customers' AI and HPC-related orders flowing in. In July, chips for Apple's iPhone 16 and Intel's 3nm chips will start mass...
Thursday 13 June 2024
HBM competition (2): The choice of HBM's next steps?
It is important to know how individual memory companies choose to develop their High Bandwidth Memory (HBM) technology for future competitions.
Tuesday 11 June 2024
CEOs of Nvidia, TSMC meet for 3/2nm, CoWoS manufacturing
Nvidia CEO Jensen Huang attended Computex 2024 in Taipei last week, sparking an AI frenzy in Taiwan.
Friday 7 June 2024
SK top executives visit TSMC's new chairman in secret mission
In a strategic move to bolster AI semiconductor competitiveness, SK Group Chairman Chey Tae-won and SK Hynix President Kwak Noh-Jun made a whirlwind visit to Taiwan on June 6.
Wednesday 29 May 2024
Nvidia jumps to FOPLP for AI server chips amid CoWoS capacity strain
Nvidia is reportedly planning to adopt Fan-Out Panel Level Packaging (FOPLP) technology for its GB200 AI server chips ahead of schedule, aimed at addressing the tight production capacity...
Tuesday 14 May 2024
Semiconductor materials orders driven by advanced processes, packaging demand
Semiconductor materials distributors are optimistic about operations in the second quarter of 2024, driven by rising semiconductor capacity and long-term demand for AI and High-Performance...
Monday 13 May 2024
TSMC places rush orders for CoWoS-related fab tools to meet global AI demand
The explosive growth in Generative AI (GenAI) business opportunities spurred by ChatGPT drives the demand for hardware and software related to the GenAI supply chain. TSMC, the sole...
Thursday 2 May 2024
PSMC Tongluo fab receives interposer order to fulfill AI demand
PSMC, a Taiwan-based semiconductor foundry service provider, inaugurates its first 12-inch wafer fab in Miaoli, Taiwan on May 2. At the ceremony venue, PSMC chairman Frank Huang said...
Tuesday 30 April 2024
Fab toolmakers see order visibility from TSMC extended to 2025
Equipment makers have seen the visibility of TSMC's order extended to 2025, and Intel and OSATs have also placed orders, according to industry sources in Taiwan.