The more they enter the high-end process, these traditional global semiconductor packaging and testing plants (OSAT) gradually show their weaknesses – they are no longer able to enjoy the previous advantages in the field of high-end semiconductor process.
Category: Semiconductor
The reasons behind Broadcom share price consistantly outperformance
“99% of all internet traffic crosses through some type of Broadcom technology”, Broadcom said. The reason behind the long-term continued outperformance of Broadcom share price is that I vote for Broadcom CEO Hock E. Tan.
Advanced Packaging is semiconductor’s next golden goose
Yole: the advanced packaging market is expected to have a compound annual growth rate of 11% from 2023 to 2029, and the market size will expand to US$69.5 billion.
A series of Intel decisions led to where it is today
In Intel’s sixty years, the company has only had eight CEOs. But there are only two kinds of these eight: extremely good and terrible. The performance of these two types of Intel CEOs can be said to be very different: Intel decisions during their respective tenures resulted in the current miserable state of Intel we see.
Arm and Qualcomm’s IP licensing lawsuit set to be settled
Because the intellectual property licensing lawsuit between Arm and Qualcomm involves too many aspects and has a great impact on the entire industry, industry insiders unanimously believe that the two parties will reach a settlement.
Rapidus will be TSMC’s strongest rival in the near future
Rapidus is a chip foundry supported by the Japanese government. It has been given only one mission–to revitalize Japan’s semiconductor industry, which was once the world’s number one but was strangled by the United States.
How does Onto make money? Advanced packaging beneficiary
Advanced chip manufacturing processes will make packaging and testing more and more difficult than previous mature processes. Onto provides yield improvement tools for HBM necessary for advanced packaging and artificial intelligence chips.
Gelsinger faces a impossible mission, time is running out
Gelsinger must understand that time is running out for him.
What are silicon photonics? Why it’s important? and current progress
Silicon photonics technology is a technology that integrates optical components such as laser devices with silicon-based integrated circuits to achieve high-speed data transmission, longer transmission distances and low power consumption through light instead of electrical signals. Additionally, it provides lower latency.
Nvidia’s new business set to grow its share price
The importance of this article is: the Nvidia’s new business discussed in this article will determine the boundaries of Nvidia’s future market value growth! What kind of new records its stock price can continue to set depends entirely on these new businesses, not the existing old business areas.