TSMC– tag –
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TSMC Forges Exclusive CoPoS Supply Chain to Secure Next-Gen AI Packaging Dominance
専門メディア Taiwan Overview TSMC is reportedly implementing a highly exclusive supply chain strategy for CoPoS, its next-generation panel-level packaging technology, to solidify its leadership in AI semiconductors. This move, involving ... -
TSMC’s CoWoS Bottleneck Threatens to Delay Google TPU Mass Production to 2027
専門メディア Taiwan Overview Chronic shortages in TSMC's CoWoS advanced packaging capacity are projected to delay mass production of Google's custom AI chips (TPU) until 2027. Despite TSMC's aggressive expansion plans targeting 120,000 w... -
TSMC Accelerates Advanced Packaging Capacity Expansion to Meet Exploding AI Demand
専門メディア Taiwan Overview TSMC is rapidly scaling its advanced CoWoS and SoIC packaging capacity to address the surging demand for AI chips. With 18 new fabs and advanced packaging facilities under construction globally, this expansio... -
Samsung Foundry Secures Optical Module Order, Ramps Up Silicon Photonics and CPO Drive for AI
TrendForce South Korea Overview Samsung Foundry has reportedly secured a significant optical module order, signaling an intensified focus on silicon photonics and Co-Packaged Optics (CPO). The company aims to differentiate itself by offe... -
TSMC Forecasts $1.5 Trillion Semiconductor Revenue by 2030, Introduces Optoelectronic COUPE Technology for AI
Taipei Times Taiwan Overview TSMC projects global semiconductor revenue to reach $1.5 trillion by 2030, driven by surging AI demand. The company plans to release its Compact Universal Photonic Engine (COUPE) technology this year, integra... -
GlobalFoundries Projects Silicon Photonics Revenue to Double by 2026, Exceeding $1 Billion by 2028
TrendForce USA Overview GlobalFoundries (GF) is poised for significant growth in its silicon photonics business, with revenue projected to double by 2026 and surpass $1 billion by the end of 2028. This surge is driven by the industry's r... -
TSMC and Sony Plan Joint Venture to Dominate AI Image Sensor Market, Focusing on Autonomous Driving and Robotics
ナノテクノロジー ウィークリーレポート 2026年5月9日号 Taiwan, Japan Overview Semiconductor giants TSMC and Sony are reportedly planning a joint venture to conquer the next-generation "AI's eye" image sensor market, specifically targeting ... -
Global AI Chip Shortage: Supply Chain Bottlenecks and Surging Demand Challenge Industry Giants
Epoch AI USA Overview The demand for AI chips is critically high, with major AI companies requiring more chips than available, due to complex production and supply chain bottlenecks. NVIDIA remains dominant, but tech giants like Google a...
