semiwiki: TSMC is actively expanding its advanced packaging capacity in Taiwan, China. It is estimated that the monthly CoWoS production capacity will be 65,000-75,000 pieces in 2025 and 90,000-110,000 pieces in 2026. It is estimated that Nvidia will account for 63% of the total CoWoS demand in 2025, followed by Broadcom at 13%, while AMD and Marvell will each account for 8%, ranking third.
Nvidia CEO Jensen Huang will deliver a keynote speech at the 2025 Consumer Electronics Show (CES 2025) at 10:30 a.m. China time on January 7, where he is expected to release the next-generation graphics card GeForce RTX50 series and the latest outlook for the automotive and robotics businesses.
South Korea semiconductor exports grew 43.9% to US$141.9 billion in 2024.
OpenAI announced the products to be released in 2025: AGI, Agents, and an upgraded version of GPT-4o, but not GPT-5.
AI could run out of training data within four years, and developers need to find ways around it.
Canada plans to expand mining of critical minerals such as rare earths, and the development of new mines could take 10 to 15 years.
50% of TSMC Arizona wafer factory employees are from Taiwan, China, which has aroused dissatisfaction among American unions.
TSMC Baoshan Taiwan plant has begun small-scale production of 5,000 pieces 2nm process wafers per month.
