INTC earnings call for the period ending September 30, 2024.
Global demand for Chip-on-Wafer-on-Substrate (CoWoS) and CoWoS-like packaging capacity will likely grow by 113% annually in ...
TSMC is strengthening its partnerships with OSAT providers, outsourcing key stages of its CoWoS packaging technology. ASE's ...
The companies will jointly define the specific packaging technologies, such as TSMC’s Integrated Fan-Out (InFO) and Chip-on-Wafer-on-Substrate (CoWoS) that will be employed to address common customers ...
Originally, the industry rumor mill expected TSMC's CoWoS capacity expansion to start leveling off by 2026. Early projections had the company's monthly packaging volume topping out around 100,000 ...
NVIDIA's new Blackwell B200, AMD's Instinct MI300, and Intel's Gaudi 3 AI chips use CoWoS advanced packaging, which is 3.3x the size of the TSMC photomask, and can only cut about 16 wafers.
Additionally, TSMC has continued to explore new areas of growth, including advanced packaging technologies such as chip-on-wafer-on-substrate (CoWoS). These advanced packaging solutions are ...
ASE is one of the major beneficiaries from the AI boom as Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) is outsourcing production of advanced chip packaging technology, or ...
Amkor began construction on its Arizona fab counting on TSMC to become its major customer, but the agreement to work with the patented CoWoS technology is still a happy surprise for many.
The packaging technology is said to be strongly based on TSMC's chip-on-wafer-on-substrate with silicon interposer (CoWoS-S) and clearly distinguishable from Samsung's and Intel's packaging ...
Taken together, TSMC's upcoming entry into 2nm, combined with its proprietary advanced CoWoS packaging technology's mission-critical role in AI developments, underscores an impending upward re ...
That's because Nvidia relies on TSMC's advanced chip packaging technology, formally known as CoWoS (Chip on Wafer on Substrate), to manufacture its AI processors. TSMC is going to significantly ...