Advanced packaging market grew by 9.4% year-on-year, with 2.5D/3D packaging experiencing explosive growth due to the demand for AI. Yole
Reports indicate that Amazon is in talks to invest up to $50 billion in OpenAI.
To address storage shortages and geopolitical risks, Musk reiterated that Tesla needs to build its own chip factory.
South Korean National Assembly passed the “Special Act on the Semiconductor Industry,” but removed the exemption clause for R&D work hours.
The internal turmoil in the field of AI continues, with Apple losing another senior Siri executive and researcher.
Apple has benefited from Indian revised regulations on foreign companies supplying equipment to contract manufacturers.
Blackstone Group plans to sell its Interplex ICT business for more than $1 billion.
AI data centers are driving energy demand growth; NVIDIA invests another $2 billion in CoreWeave.
Apple reported strong earnings, but also warned of a chip shortage; Cook stated that the production capacity of advanced processes limits iPhone production.
