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06.02.25 - 08:06
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SiPh progress exceeds TSMC′s expectations; optical communication CPO heats up ahead of schedule (Digitimes)
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Despite TSMC estimating that the mass production of silicon photonic (SiPh) co-packaged optics (CPO) technology will still require more than one to one and a half years, the optical communication industry stated that recent developments in CPO have accelerated. A trial production line is set to begin small-scale shipments in 2025, potentially paving the way for CPO shipments to reach significant milestones in the second half of 2026....
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04.02.25 - 08:06
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Where do Nvidia and TSMC fit in Trump′s ′Made in America′ vision? (Digitimes)
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Nvidia CEO Jensen Huang, who was notably absent from Donald Trump's inauguration, visited the White House on January 31, 2025, for a meeting with the US president. According to The Financial Times (FT), Tesla CEO Elon Musk, currently an advisor to Trump, made an unexpected last-minute appearance and joined the discussion....
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03.02.25 - 09:06
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Tariffs 2.0 hits tech: TSMC fast-tracks US expansion amid AI shakeup (Digitimes)
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The global semiconductor industry is in turmoil, with TSMC facing a rocky start to the year, hit by three major challenges at once. Earthquakes in southern Taiwan could cost billions, while DeepSeek's rise challenges Nvidia's AI dominance, raising uncertainty over AI chip demand. Meanwhile, Trump's Tariff 2.0 slaps 25% duties on Mexican and Canadian goods and 10% on Chinese imports, fueling trade tensions....
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