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Monday 30 December 2024
GB200 NVL shipments expected to accelerate amid KYEC's capex increase
According to a report by Mizuho, shipments of the GB200 NVL are on track to meet the late 2024 schedule, even though production volumes have initially been lower due to bottlenecks...
Monday 30 December 2024
AI GPU demand drives significant increase in KYEC's capital expenditure
The rapid growth in the training requirements for generative AI (GenAI) models has led to a surge in demand for Nvidia's latest Blackwell AI GPUs. However, as the manufacturing processes...
Thursday 26 December 2024
Taoyuan's logistics advantages drive global AI supply chain integration
Taiwan is a global leader in the information and communications technology (ICT) industry, boasting the world's highest output value in semiconductor foundry and IC packaging and...
Monday 23 December 2024
TSMC's wafer manufacturing 2.0 reshapes advanced packaging market
TSMC introduced "Wafer Manufacturing 2.0" in July 2024, integrating packaging, testing, and photomask production into its portfolio. This move underscores a seismic shift in the advanced...