China’s mature process chip capacity will account for about 28% of the global market by 2025, according to IDC estimates, and industry association SEMI says that figure could grow to 39% by 2027
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How is SMIC after US embargo?
SMIC after US embargo, forced to use DVU, SMIC adopted the N+2 process and was able to produce advanced AI chips for China withou EUV. The yield rate of Ascend 910C made by SMIC has increased from 20% a year ago to 40% that can make money.
TSMC is becoming the lord of semiconductor packaging, in addition to foundry
TSMC’s semiconductor packaging-related financial revenue indicators at the third quarter of 2024 are as follows: In the second quarter of 2024, packaging business-related revenue reached US$2.4 billion. In the third quarter of 2024, revenue related to the packaging business reached US$3.2 billion, a quarterly increase of 36%. CoWoS packaging production capacity will double in 2024.
Semiconductor packaging market is undergoing fundamental changes
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.
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.
Is Microsoft’s personal computer computing department a tasteless one?
Microsoft’s personal computer computing department includes Windows, Surface devices, Xbox, games, search engine Bing.
Intel’s current difficult dilemma
Intel’s current difficult dilemma. At my book launch workshop get together a few days ago, lot of people concerned about the prospects of Intel (ticker: INTC).
How does Intel make money? and the benefits to invest in it
How does Intel make money? and the benefits to invest in it. A few days ago, I met with many friends at the new book launch meeting. The most I care about is the current situation of Intel (ticker: INTC) and the future prospects of the company
Beyond your imagination of Israel’s strong venture capital and tech strength
Beyond your imagination of Israel’s strong venture capital and tech strength. The number of Israeli unicorns has soared in the past few years, from one in 2013 to 18 in 2019, and then to 65 in May 2021. In 2019, the number of new creative independent beasts with a valuation of more than 1 billion U.S. dollars
Did Apple really lose the lawsuit with Epic Games?
Did Apple really lose the lawsuit with Epic Games? First of all, I really recommend that you read a blog post I wrote earlier about the “The importance of the legal battle between Apple and Epic Games.”