|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
01.04.26 - 07:00
|
TSMC eyes SiPh breakthrough as industry consensus forms (Digitimes)
|
|
|
TSMC is advancing its silicon photonics (SiPh) advanced packaging platform, Compact Universal Photonic Engine (COUPE), shifting from development to commercial mass production. TSMC vice president and co-chair of the SEMI Silicon Photonics Industry Alliance (SiPhIA), K.C. Hsu, said that over the past 3-6 months, the industry has gradually reached a consensus on the technology roadmap and direction for the next 3-5 years. SiPh has also been designated by the government as a key policy focus in this new era....
|
|
|
|
|
|
|
01.04.26 - 02:06
|
China′s AI chip demand drives advanced foundry growth amid geopolitical split (Digitimes)
|
|
|
Under a push to localize capacity, China's leading domestic foundries are well-positioned to leverage their home market and policy advantages to replicate TSMC's growth trajectory. This momentum is fueled by a virtuous cycle of massive orders supporting substantial R&D and capital expenditure, which is accelerating domestic substitution toward advanced process nodes....
|
|
|
|
|
|
|
|
|
|
|
|
|
31.03.26 - 02:00
|
Jensen Huang unpacks what′s behind TSMC′s staying power (Digitimes)
|
|
|
Nvidia CEO Jensen Huang recently appeared on the popular Lex Fridman Podcast for a deep, over two-hour discussion covering AI scaling laws, compute and power bottlenecks, AI factories, and the future impact of AI on society. Among the topics drawing strong attention from Taiwan's market was Huang's revisit of his 2013 decision to decline an offer from TSMC founder Morris Chang to become CEO. He further analyzed the core factors enabling TSMC's sustained leadership in the semiconductor industry....
|
|
|
|
|
|
|
|
|
|
Börsentreff auf Facebook |
Börsentreff auf X |
Börsentreff auf Instagram
