Semiconductor News & Analysis Feed

Industry analyst Ming-Chi Kuo challenges reports that Apple's chips are stuck at TSMC with a $1 billion backlog, confirming that tight memory supply is indeed a real issue. This incident highlights the complexity and fragility of the global semiconductor supply chain. Apple's chip demand significant

As demand for AI and high-performance computing continues to rise, advanced packaging technologies are becoming a critical component of the semiconductor supply chain. Recently, Goldman Sachs maintained a cautious stance on Taiwan Semiconductor Manufacturing Company's (TSMC) progress in glass core s