Page 63 - Smc News Today

TSMCs CoWoS, ASE Technologys FOCoS, and other advanced packaging technologies are expected to draw an influx of orders for AI and HPC processors, according to industry sources.

TSMC is widely regarded as the driving force behind AMD and Nvidias recent success in eroding Intels share of the data center processor market.

Taiwans homegrown semiconductor talent show high cost-performance ratios, but the talent supply shortage is worsening as domestic universities are hitting snags in expanding student enrollment due partly to the lack of ptofessors and partly to the decrease of doctoral students, according to academic sources.

Nvidia has almost monopolized the hottest AI GPU market as the largest beneficiary of the ongoing global generative boom sparked by ChatGPT, which will significantly benefit its manufacturing partners in Taiwan, including TSMC, landing all foundry orders for the chips and Foxconn Technology securing 90% of assembly orders for H100 AI system devices, according to industry sources.

Nvidia has announced the launch of a new class of large-memory AI supercomputer, the Nvidia DGX, powered by Nvidias GH200 Grace Hopper superchips and the Nvidia NVLink Switch System, to enable the development of massive, next-generation models for generative AI language applications, recommender systems, and data analytics workloads.

The MXL-DPHY-DSI-TX-T-55ULP is a high-frequency, low-power, low-cost, source-synchronous, physical Layer supporting the MIPI Alliance Specification for ...

Promising AI chip demand from Nvidia has injected optimism back into the associated backend suppliers regarding their 2023 business prospects, according to industry sources in Taiwan.

An influx of Nvidia orders requiring super hot runs (SHR) have shored up capacity utilization rates for TSMCs 5nm process platform to almost full, according to industry sources.

Chinas top foundry SMIC unexpectedly removed 14nm process service from its webstie home page, and its co-CEO Liang Mong Song, the key figure in charge of the companys development of advanced processes, has not made public appearances for a long time, sparking market concerns about whether and how its process advancement will be carried on or will eventually become an unrealized dream of Liang.

Topsy-turvy is the term which comes to mind when I try to describe the performance of Asia and emerging markets in the past few months.