TSMC demand for advanced packaging is strong, and the focus of production expansion is CoWoS-L.
Foreign investors are concerned about whether TSMC and Intel will set up a joint venture.
TrendForce estimates that NVIDIA GB300 will expand the shipment scale of whole cabinet systems after Q3 2025.
Alibaba is vigorously promoting killer applications of AI, and its partner Inventec is expected to benefit.
Samsung vows to regain leadership in the AI memory market: HBM4 chips will go into production in the second half of 2025.
Semiconductor companies and organizations called on the EU to launch ‘the Chip Act 2.0’ to strengthen support for design, materials and equipment.
Meta acquisition of AI chip startup FuriosaAI is under investigation by the South Korean government, worth about US$684.79 million.
Former U.S. chip program official: Repealing the CHIPS Act will endanger U.S. national security.
Foxconn Chairman Young Liu: AI server revenue is expected to surpass iPhone within 2 years.
