Semiconductor News & Analysis Feed

Mizuho Financial Group has raised its capacity forecasts for TSMC's CoWoS (Chip on Wafer on Substrate) technology due to surging demand for server CPUs. This adjustment reflects the ongoing expansion of global data center and cloud infrastructure, coupled with enterprises' growing demand for high-pe

The semiconductor industry is undergoing unprecedented transformation driven by rapid AI technology development, particularly the emergence of agentic AI. This new wave of artificial intelligence technology, capable of executing complex tasks and autonomous decision-making, has significantly increas