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Industry Reactions:
ANSHEL SAG, PRINCIPAL ANALYST AT MOOR INSIGHTS & STRATEGY
"I believe that POTUS shouldn't be calling for any CEO to...
Aug 7, 2025
That is not what TSMC has been saying on investor calls. Does anyone know about the status of the 2 packaging facilities they are...
Aug 7, 2025
That is not what TSMC has been saying on investor calls. Does anyone know about the status of the 2 packaging facilities they are...
Aug 7, 2025
In my opinion, TSMC, along with both the Taiwanese and Japanese authorities, probably already know who the mastermind or ultimate...
Aug 7, 2025
"Tokyo Electron, a Japanese chip-making machinery maker, said in a statement, it has dismissed the employee involved and that its...
Aug 7, 2025
Given the scale of the case, with 3 people already in custody and 6 more allegedly involved, I don't believe this is merely out of...
Aug 7, 2025
Given the scale of the case, with 3 people already in custody and 6 more allegedly involved, I don't believe this is merely out of...
Aug 7, 2025
I wonder if there will be a link to Rapidus? Or is this just some idiots living outside of their means?
Aug 7, 2025
E
It's so cool to see how every effort to stem American decline eventually blows back with a swing of the 4 year pendulum and ultimately...
Aug 7, 2025
E
Really wonder if UMC can attract any customers to this node. Intel's future might be riding on it. Remember, Intel says they only need...
Aug 7, 2025
P
Among all other advanced packaging services, the prices are very high.
Every OSAT expects expensive chips going their way, and keeps...
Aug 7, 2025
"Reports have emerged that TSMC's advanced packaging technology, CoWoS, is operating at only 60% capacity utilization. "
"If the...
Aug 7, 2025
https://semiwiki.com/forum/threads/trump-apple-to-announce-fresh-100-billion-us-investment.23328/
(I created the Trump eating the apple...
Aug 7, 2025
[Original Language Korean]
Tesla is reportedly making a major change to its 'Dojo' supercomputing system supply chain, tapping both...
Aug 7, 2025
P
This is the only actually big newsworthy item in the semi space of the last month. The tariff was is triggering a massive cost increase...
Aug 7, 2025
Daniel Nenni replied to the thread Trump demand's Intel CEO's resignation.Industry Reactions: ANSHEL SAG, PRINCIPAL ANALYST AT MOOR INSIGHTS & STRATEGY "I believe that POTUS shouldn't be calling for any CEO to...
hist78 reacted to Daniel Nenni's post in the thread DIGITIMES: CoWoS capacity utilization reportedly only 60% amid AI boom, supply chain on alert with
Like.
That is not what TSMC has been saying on investor calls. Does anyone know about the status of the 2 packaging facilities they are...