TSMC’s Microchannel Cooling: Why Liquid Flowing Through Silicon Decides the AI Chip Thermal Limit
TSMC announced it is incorporating microchannel cooling technology into its R&D roadmap, aiming to integrate it with advanced packaging solutions.
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South Korea’s AI Heat Crisis: Why Memory Makers Are Redesigning Next-Generation HBM
The rapid increase in power consumption and heat generation from high-performance AI semiconductors, particularly high bandwidth memory (HBM) and specialized…
TSMC’s 20-Fab Buildout Fall Short as AI Chip Demand Doubles Equipment Orders
TSMC's Co-COO, C.C. Wei, stated at SEMICON Taiwan 2026 that AI demand is growing at an unprecedented rate, causing equipment…
Micron’s 100K Wafer HBM Target: Doubling Capacity by 2026 to Challenge Samsung
Micron plans to double its High Bandwidth Memory (HBM) production capacity by the end of 2026, targeting a monthly output…
Taiwan’s Supply Chain Is Bracing for a Record Q4 Export Surge Driven by Next-Gen AI Platforms
UBI Funds predicts strong performance for US, Taiwan, and Korean stock markets in Q4 2026, driven by NVIDIA's GB200 and…
Kintron Technology Expands Glass Substrates to Solve the AI Packaging and CPO Bottleneck
Taiwanese firm Kintron Technology is expanding its Through Glass Via (TGV) substrate and glass micro-processing technologies for AI advanced packaging…
TSMC’s 20-Fab Global Expansion: Why a Double-Sized Equipment Forecast Strains AI Supply Chains
TSMC Senior VP Jeffrey Hou revealed at SEMICON Taiwan 2026 that AI demand led to a near-doubling of equipment procurement…
Google’s Taipei Expansion: Why Shilin Is Central to custom TPU and Infrastructure Cycles
Amin Vahdat, Google's Senior VP for AI & Infrastructure, spoke at SEMICON Taiwan 2026, outlining Google's integrated AI infrastructure from…
Samsung Locks 70% of Memory Capacity to 2031, but Nvidia Still Faces Shortages
Samsung Electronics has reportedly allocated 70% of its memory production capacity through 2031 to long-term agreements (LTAs) with major tech…
Nvidia’s $279B Supply Commitments: Secure Capacities for the Rubin Platform’s 70% Growth Target
NVIDIA reported Q2 FY2027 revenue of $96.22 billion, up 106% year-over-year, with data center revenue reaching $89 billion.
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