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Semiconductor Back-End
TrendForce Reports TSMC Expanding CoWoS Front-End Outsourcing to OSATs Amid Surging NVIDIA ASIC Demand
TrendForce Taiwan Overview TrendForce reports that TSMC is reportedly expanding the outsourcing of key front-end processes for its CoWoS (Chip-on-Wafer-on-Substrate) advanced packaging to OSATs (Outsourced Semiconductor Assembly and Test... -
Semiconductor Back-End
2.5D Packaging and HBM Integration Accelerate for AI Accelerators: TSMC CoWoS and Samsung I-CubeS Drive Towards 5.5x Reticle Sizes by 2026
Econ Market Research Global Overview The adoption of HBM-integrated 2.5D packaging for AI accelerators is rapidly expanding, with TSMC and Samsung spearheading the technological advancements. TSMC's CoWoS platform now supports silicon in... -
Photonics
Lightmatter Reports Optical Interconnects Achieve 100x Data Transfer Speed, Up to 5x Power Efficiency as AI Industry Races to Scale Integration
Tom's Hardware USA Overview As copper wiring approaches its physical limits, photonic interconnects are rapidly emerging as an innovative solution for AI workload data centers. Lightmatter's CEO states that optical interconnects can boos... -
Semiconductor Back-End
Samsung Electronics Advances “2.xD” Packaging Integrating HBM, Logic, and Optical Tech to Resolve AI Power and Heat Bottlenecks
BigGo Finance South Korea Overview Samsung Electronics is developing "2.xD" next-generation packaging technology that integrates High Bandwidth Memory (HBM), logic chips, and silicon photonics (SiPh) into a single package to address crit... -
Semiconductor Back-End
Taiwan’s TGV Glass Substrate Supply Chain Advances: E&R Engineering Ships Laser Modification Equipment to US Client, Accelerating Mass Production
Taiwan News Taiwan Overview Driven by escalating HPC demand, glass substrates are emerging as a next-generation advanced packaging solution, leading to the formation of a robust Through-Glass Via (TGV) supply chain in Taiwan. E&R Eng... -
Semiconductor Back-End
NVIDIA’s 2027 CoWoS Supply Forecast Raised 69% to 1.1 Million Interposers; AMD to See Over 50% Growth: KeyBanc Asia Supply Chain Checks Reveal Strong Demand
TipRanks USA Overview KeyBanc analyst John Vinh's Asia supply chain checks reveal strong, persistent demand across the semiconductor ecosystem. NVIDIA's 2027 CoWoS supply forecast for Rubin and Rubin Ultra was raised 69% to 1.1 million i... -
Semiconductor Back-End
Samsung Develops ‘2.xD’ Advanced Packaging Integrating HBM, Logic, and SiPh to Tackle AI Data Center Power and Data Bottlenecks
DigiTimes Taiwan Overview Samsung Electronics is developing '2.xD' advanced packaging technology that integrates HBM, logic chips, and silicon photonics (SiPh) into a single package. This innovation aims to resolve critical power consump... -
Semiconductor Back-End
Intel’s EMIB-T Emerges as CoWoS Alternative, New XBM Memory Architecture to Alleviate AI Memory Bottleneck
Tom's Hardware USA Overview Intel's 2.5D packaging technology, EMIB-T, is emerging as a credible alternative to TSMC's CoWoS for large-package AI accelerators, expanding validation for 36/35 µm bump pitch to 4.5x reticle silicon packages... -
Semiconductor Back-End
Imec’s Chiplet Imperative: Analyzing the Transition to High-Bandwidth, Low-Energy AI/HPC Systems
imec ベルギー Overview Imec has published a comprehensive analysis identifying the economic and technical inflection points for transitioning from monolithic ASICs to chiplet-based designs, particularly for AI, HPC, and data center appli... -
New Technology
Semiconductor Engineering Report Highlights AI-Driven Optical-Logic Integration and Hybrid Bonding for Increased Interconnect Density
Semiconductor Engineering USA Overview A June 2026 Semiconductor Engineering report emphasizes that AI systems are driving a closer integration of optics and logic, necessitating co-evolution in fabrication, packaging, thermal management...