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Wednesday 17 July 2024
OSATs stepping up capex
OSATs have in recent years stepped up their capital expenditures and are actively implementing high-end packaging technology and chip heterogeneous integration, according to industry...
Wednesday 10 July 2024
Surging TSMC 2nm demand to spark chip investment race in 2025
According to Bloomberg citing UBS forecasts, Taiwan Semiconductor Manufacturing Company (TSMC) could spend up to US$37 billion in capex in 2025, marking a 15.6%...
Monday 8 July 2024
Upcoming TSMC earnings: AI demand, pricing hikes to draw attention
TSMC's quarterly investors conference is scheduled for July 18, with market attention focused on topics such as AI chip demand, the foundry's expected price increase, and capital...
Wednesday 26 June 2024
Passive component companies expand production for AI demand
Companies across industries, including the passive component sector, are optimistic about generative AI's business potential.