TSMC’s advanced processes continue to experience robust market demand, with major technology companies such as Apple, Qualcomm, Nvidia, and AMD securing its 3nm capacity, with orders extending into 2025. This momentum is expected to...
Due to the surging demand for artificial intelligence (AI) chips, NVIDIA’s data center GPU sales have been thriving, leading to a significant strain on TSMC’s CoWoS packaging capacity over the past year. Although AI...
Recently, TSMC announced its second-quarter results for 2024, showcasing continued growth momentum with revenues reaching NT$673.51 billion, representing a year-on-year increase of 40.1% and a sequential growth of 13.6%. In USD terms, the revenue...
Last year, Intel unveiled its strategic roadmap for artificial intelligence (AI) and accelerators, including the next-generation data center GPU codenamed “Falcon Shores.” This GPU features a multi-chip modular design and scalable I/O architecture, with...
This year, Nvidia will release a new generation of gaming graphics cards, the GeForce RTX 50 series based on the Blackwell architecture. Additionally, the Blackwell architecture data center, announced earlier, will also be shipped...
In recent years, each new generation of graphics cards has increasingly raised the power supply requirements for PCs, prompting gamers to invest in higher wattage power supplies when building new rigs. To provide gamers...
Samsung announced yesterday that it has secured its first 2nm order, utilizing the 2nm GAA process and 2.5D packaging technology with Interposer-Cube S (I-Cube S) to manufacture chips for AI accelerators. Samsung has long...
The Tensor G4 will probably be the last SoC Google commissions from Samsung for mass production. Next year, Google plans to change its strategy for the Tensor G5, which will be used in the...
It was previously reported that Apple is exploring the use of TSMC’s SoIC technology, having already conducted small-scale testing in preparation for future chip designs. As TSMC’s largest customer, contributing to approximately a quarter...
According to Trendforce, to address the robust market demand for 2nm process technology, TSMC (Taiwan Semiconductor Manufacturing Company) will continue to invest in this node. Capital expenditure in 2025 is expected to soar again,...
Due to the surging demand for artificial intelligence (AI) chips, NVIDIA’s data center GPU sales have been booming, resulting in a significant strain on TSMC’s (Taiwan Semiconductor Manufacturing Company) CoWoS (Chip-on-Wafer-on-Substrate) packaging capacity over...
In February this year, TSMC confirmed the construction of its second wafer fab (Fab 2) in Japan. This expansion in capacity is expected to optimize the overall cost structure and supply chain efficiency. Additionally,...
