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Taiwan's leading OSAT ASE Technology and its affiliate Siliconware Precision Industries (SPIL) have officially joined the supply chain of silicon photonics high-speed networking chips and modules for Broadcom, offering their CPO (co-packaged optics) backend services for the US chipmaker, according to industry sources.
Almost all of TSMC's top-10 customers have readied plans to adopt the foundry's 2nm GAA-FET (gate-all-around field-effect transistor) process technology, to be commercialized in 2025 and with a production ramp-up in 2026. This may make Samsung unlikely to fulfill its claimed goal of surpassing TSMC with its 2nm GAA technology within five years, according to industry sources.
Following China's move on May 21 to prevent its critical IT infrastructure operators from procuring Micron products, citing national security concerns, China-based securities firms belive that it will drive the process of domestic substitution in China's low- to mid-end memory sector.
South Korean companies, including Samsung Electronics, experienced a sales decline in China, reaching a nine-year low amid escalating tensions between China and the United States and South Korea's potential alliance with the U.S. Consequently, South Korean companies are increasingly aware of the crisis surrounding their operations in China, contemplating a process of "de-sinicization."
The semiconductor assembly and packaging industry has long struggled with labor-intensive processes. AUO Digitech (a subsidiary of AUO), specializing in smart industrial services, has stepped up to the plate by developing an innovative solution called the Intelligent Automated Material Handling System (iAMHS). In collaboration with Kulicke & Soffa Industries, Inc. (K&S) and Leyu Precision Co., Ltd. (Leyu), AUO Digitech has successfully implemented this comprehensive solution at multiple semiconductor production sites, revolutionizing the indust...