… Related Story PS6 Launch Timing Remains Undecided as Memory Shortages Persist; Sony Also Books $800M Bungie Impairment Loss It is claimed that suppliers are concerned about entering another DRAM demand 'downturn', which is why there are growing concerns about "expanding production facilities". …
… It has transformed from an initial risk diversification base into an important extension base for advanced processes and packaging, becoming a key to the reconstruction of semiconductor manufacturing in the United States. - DigiTimes It is stated that, with the recent US-Taiwan tariff agreement, TS… …
… TSMC's steady expansion of its overseas plants, especially in the United States, can reassure its American customers. - Taiwan Economic Daily The idea with this report is that interest in US chip production has been growing significantly over the past few quarters, and we know that customers like N… …
… Hyperscalers Are Willing To 'Risk It All' to Secure DRAM Supply, Even Entering Into Contracts That Could Backfire The memory markets entered an interesting phase over the past few weeks, as 'widespread' panic among retailers and some elements of the supply chain led them to believe that the release… …
… TSMC's Advanced Packaging Supply Constraints Force the Firm to Rapidly Add New Capacity, or Risk Losing Customers We have discussed advanced packaging AP bottlenecks extensively on the website, but it is important to note that without adding new capacity, there is no other way to solve this bottlen… …
… Anthropic is also rumored to utilize AMD's MI450 AI accelerators . Just in terms of cost, Anthropic is committing over $100 billion over the next 10 years to Amazon's AWS technology services. The expansion plan spans various Amazon chips such as Trainium2, Trainium3, and Trainium4. …
… At the same time, as AI packages grow in size, ABF layer requirements increase, and techniques like semi-additive patterning SAP introduce the risk of compromising yield rates and ruining the entire multi-layer process. …