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09.12.25 - 05:06
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Japan′s Cica-Huntek joins TSMC supply chain (Digitimes)
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Cica-Huntek Chemical Technology, a joint venture between Japan's Kanto Chemical and Huntek Systems, has entered the TSMC supply chain. The company has benefited from Kanto Chemical's long-standing cooperation with TSMC and its deep expertise in chemical supply systems, securing orders for TSMC's AP8 fab and its Kumamoto facility in Japan....
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09.12.25 - 02:36
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Samsung moves to narrow gap with TSMC as silicon photonics race heats up (Digitimes)
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Samsung Electronics is accelerating development of silicon photonics (SiPh) technology in an effort to solve bottlenecks in advanced AI processors and narrow the competitive gap with TSMC. The company is expanding its global research network and targeting the commercialization of co-packaged optics in 2027. Industry sources say that the timeline will mark the beginning of direct competition with its Taiwanese rival in next-generation packaging....
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08.12.25 - 09:12
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Exclusive: Ex-TSMC R&D VP talks advanced packaging and CoWoS (Digitimes)
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Former TSMC R&D vice president Douglas Yu shared insights on the evolution of advanced packaging technologies like CoWoS, InFO, and SoIC, highlighting their critical role in extending Moore's Law amid its slowdown. He emphasized how these innovations enabled AI advancements and shaped TSMC's 3D Fabric platform despite early commercial challenges....
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08.12.25 - 05:06
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TSMC expansion to drive record earnings for Taiwan engineering contractors through 2026 (Digitimes)
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Taiwan's leading construction engineering contractors are on track to post record results in 2026 as TSMC accelerates advanced fab expansion at home and overseas to meet rising demand for artificial intelligence (AI) chips. United Integrated Services (UIS), Marketech International (MIC), L and K Engineering, Yankey Engineering, and Acter Group report strong profit momentum supported by large project backlogs tied to TSMC's new fabs and advanced packaging lines....
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05.12.25 - 12:00
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Chipmarkt bleibt dank KI auf Rekordkurs (DZ Bank)
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Der globale Chipmarkt, der bereits im vergangenen Jahr einen Umsatz-Höchstwert erreichte, befindet sich auch im laufenden Jahr auf Rekordkurs. Im Oktober hat sich die ohnehin hohe Erlösdynamik weiter beschleunigt. Die spürbar anziehende Nachfrage nach leistungsstarken Prozessoren für Anwendungen auf Basis von Künstlicher Intelligenz (KI) sowie nach Chips für das Hochleistungsrechnen (High Performance Computing) ist nach wie vor der wichtigste Wachstumstreiber. Dieser positive Trend dürfte sich in den kommenden Jahren u.E. sogar noch verstärken... --- Wir erwarten, dass die erfreuliche Entwicklung des weltweiten Halbleitermarktes in den kommenden Jahren andauern und es zu neuen Umsatzrekorden kommen wird. Hiervon sollten u.E. die Entwickler bzw. Hersteller von leistungsstarken Logik- und Speicher-KI-Chips (z.B. High Bandwidth Memory bzw. HBM) überproportional profitieren..
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