CoWoS– tag –
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TSMC and Kinsus Jointly Developing New AI Chip Packaging Technology Akin to Intel’s EMIB to Address CoWoS Capacity Constraints
Tech in Asia Singapore Overview TSMC is reportedly collaborating with Kinsus to develop a novel AI chip packaging technology, resembling Intel's Embedded Multi-die Interconnect Bridge (EMIB), to alleviate the tight supply of CoWoS capaci... -
NVIDIA Commits $1.5B Prepayment to Amkor for U.S. AI Chip Advanced Packaging Expansion by 2028
ETElectronics USA Overview NVIDIA is investing $1.5 billion in Amkor Technology through an upfront payment to significantly expand its advanced packaging capacity for AI chips in the U.S. This strategic partnership ensures NVIDIA's acces... -
HBM Shortage Accelerates ‘Chipflation,’ TrendForce Forecasts New Normal Driven by Unabating AI Demand
The Korea Economic Daily South Korea Overview Surging AI infrastructure demand is driving up memory chip prices, straining cloud providers' profit margins. Market research firm TrendForce predicts that the HBM (High-Bandwidth Memory) sho... -
Nvidia Secures $1.5 Billion Advanced Packaging Deal with Amkor, Diversifying Supply Chain and Easing TSMC CoWoS Bottlenecks
TradingKey USA Overview Nvidia and Amkor Technology have signed a multi-year packaging services agreement valued at approximately $1.5 billion. This pivotal deal is a strategic move for Nvidia to reduce its reliance on TSMC's CoWoS packa... -
Yole Group Forecasts Advanced Packaging Market to Double to Over $120 Billion by 2031, Driven by AI and HPC Demand
Yole Group (via advancedpackaging.news) France Overview Yole Group's latest report projects the global advanced packaging market to more than double from $55 billion in 2025 to over $120 billion by 2031, fueled by next-generation AI and ... -
TSMC Pledges Additional $100 Billion for Arizona Fabs, Total U.S. Investment Reaches $265 Billion to Boost Advanced Chip Manufacturing
Supply Chain Dive USA Overview TSMC has committed an additional $100 billion to its semiconductor manufacturing and packaging facilities in Arizona, elevating its total U.S. investment to $265 billion. This expansion includes four new ad... -
AI Chip Packaging Bottleneck Intensifies: NVIDIA Explores Intel EMIB Amid TSMC CoWoS Shortage, Amkor Commits $7B to Arizona
The Economy Japan Overview The burgeoning AI chip market faces a critical bottleneck in advanced packaging, particularly with TSMC's CoWoS technology, prompting NVIDIA to reportedly consider Intel's EMIB for future GPU production. This s... -
TSMC Achieves Record $22 Billion Q2 Profit with 77% Surge on AI Chip Demand, Commits $100 Billion Additional Investment in Arizona, and Expands CoWoS Capacity by Over 50%
ServeTheHome Taiwan Overview TSMC, the world's largest contract chipmaker, reported a record net profit of $22 billion in Q2 2026, marking a 77% year-over-year increase, driven by booming AI chip demand. The company raised its full-year ... -
AI Fuels “Golden Age” of Advanced Packaging: Amkor-TSMC 10-Year CoWoS Deal Strengthens U.S. Supply Chain, ASE Builds 6 New Fabs Globally
TechNews Taiwan Overview 2026 marks the "golden age" of advanced packaging, with AI-driven demand prompting massive investment expansions from global packaging and test manufacturers. Amkor secured a 10-year long-term cooperation agreeme... -
CoWoS Identified as Core Bottleneck for AI GPU Shipments, Distinct from HBM Shortage
BiyaPay Blog International Overview CoWoS (Chip-on-Wafer-on-Substrate) is an advanced packaging technology integrating GPUs, HBM, and chiplets; its limited capacity forms a critical manufacturing integration bottleneck for AI GPU shipmen...
