TSMC plans to increase prices: 3nm by 5%, CoWoS by 20%.
The Ultra Accelerator Link (UALink) Alliance has been officially established, aiming to become an open standard for the industry’s many AI accelerator expansion connections and a competitor to Nvidia’s proprietary NVLink. UALink aims to create a new standard for high-speed, low-latency communication between AI data center servers, and its board members come from AMD, Intel, Meta, Hewlett Packard Enterprise, Amazon AWS, Astera Labs, Cisco, Google and Microsoft. UALink is still looking for new members.
Amazon, Microsoft, Meta Platform, and Alphabet – Total CAPEX in 2024 to well over $200 billion chasing the AI craze.
Intel’s attributable net loss for Q3 2024 was US$16.639 billion. After deducting the net loss attributable to non-controlling interests, the net loss for Q3 2024 was US$16.989 billion, which mainly consisted of two parts: one was the revenue loss of US$9.086 billion (before tax), and the other was the tax reserve of US$7.903 billion.
Omdia latest report shows that Jinghe and Samsung Foundry will lead the LCD and OLED display driver chip markets respectively in Q3 2024.
Hon Hai’s Xunxin plans to invest US$80 million in Vietnam to expand its CPO production capacity to 4.5 million pieces per year. Among them, US$20 million will be invested by Xunxin, and the remaining US$60 million will come from loan financing to expand the production capacity of its Bac Giang plant in Vietnam.
About 70% of the silicon area of Intel’s next-generation Panther Lake processor will be manufactured by Intel’s internal wafer fab, and the main core will be based on its latest Intel 18A process, which will have a positive impact on Intel’s profit margins. SeekingAlpha reported.
It is said that Intel CEO Kissinger to visit TSMC in November, 2024.
NVIDIA, AMD and other major manufacturers continue to pursue orders. TSMC’s CoWoS advanced packaging capacity is fully loaded until 2025 and will expand the release of outsourcing orders. ASE advanced packaging and testing orders may surge.
