Adeia’s Post

Abrdn's James Thom recently spoke to Ausbiz, where AI was a key theme. "Taiwan Semiconductor or TSMC is one of our largest holdings that's benefiting from this AI thematic as well being one of the largest chip makers globally” We like some of the Korean memory players as well and have been looking at some of the smaller or mid-cap names in Taiwan that are providing componentry into the semiconductor value chain that are also seeing an uplift in demand as a result of this AI theme." Hear the full interview and more about how AI is impacting the investment market via the link 🔗 https://bit.ly/3IxFNxp #abrdn #sghiscock #fundsmanagement

#TSMC #AdvancedPackaging #Semiconductor 🤔 A new idea for chip packaging technology may have appeared! 💥 TSMC has been reportedly exploring a new chip packaging technology featuring rectangular panel-like substrates, rather than the traditional round wafers currently in use! 💡 Dive deeper into TSMC’s potential tech shift: https://buff.ly/3Xwywq5 🔗

tenstorrent pushing the chiplet ecosystem to its logical goal - large complex IPs will be available as chiplets in the coming years integrators won't need to do the heavy lifting of back-end design, manufacturing and validation, the IP provider will do that (while saving the effort to support a struggling customer)

Awards from the U.S. Chips Act have begun. From Reuters: "TSMC, the world's largest contract chipmaker, is set to win more than $5 billion in federal grants from the U.S. government for setting up a chipmaking plant in Arizona, Bloomberg News reported on Friday. TSMC's advanced manufacturing processes are used in the production of NVIDIA's industry leading artificial intelligence chips. The Taiwanese chipmaker had said in January that demand for advanced packaging was very strong and it couldn't offer enough capacity to support customers, which will continue to next year. Lagging capacity for advanced packaging has been a central bottleneck for the scaling up supply of complex AI chips." #chipsact #tsmc #nvidia #semiconductors #technology #publicpolicy #ai #artificialintelligence https://lnkd.in/gWbvvSfQ

nVidia’s right place, right time Perfect Storm. nVIDIA's meteoric rise over the past year was triggered by OpenAI's ChatGPT launch on November 30, 2022. Once word got out it was using 10,000 nVIDIA GPUs, the flood gates burst open. In a deluge of hope, hype and hysteria, not seen since the late 1990’s Internet driven Dot-com boom, AI is up front and center of every firm’s ambition with stock market investors swooning at dreams of an AI-overlord future. nVIDIA deserves its place in the sun and the chip industry thrives on legendary moments like these. Leaving aside the hype, AI will eventually make current products better and smarter, and enable new products to be build that were previously impossible, it’s what the chip industry does best, but no chip market has ever taken off based on a US$40,000 IC! E-mail Future Horizons for a complimentary copy of the full report. www.futurehorizons.com

At TSMC OIP, a partner collaboration platform and exhibition for semiconductor as well as manufacturing innovation, SK hynix will give a special presentation. Led by Byoungdo Lee from SK hynix's HBM Packaging Technical Enabling department, this session will explore a collaborative study focused on improving the quality and reliability of 2.5D System in Package. It’s a unique opportunity to dive into the future of High Bandwidth Memory (#HBM) technology. Watch the video below to get more information about the session! #SKhynix #TSMC #TSMCOIP #AI #Memory #HBM3E

semiconductor: value: chain:

🔎 The escalating demand for CoWoS due to the AI trend has prompted TSMC to double its production capacity, but it remains insufficient! 🌏 Reportedly, besides TSMC, NVIDIA has also sought assistance from packaging and testing subcontractors, including OSAT companies Amkor and ASE. 💡 Dive into the surging demand in CoWoS capacity here: https://buff.ly/3I3u49h 🔗 #TSMC #CoWoS #ASE #NVIDIA #Amkor

Taiwan Semiconductor Manufacturing Co. (TSMC) has scaled new heights, achieving a trillion-dollar market value due to strong Q2 revenue driven by booming AI demand. As the world’s largest contract chipmaker, TSMC’s impressive growth is bolstered by major clients like Nvidia and Apple. This milestone cements TSMC’s position as Asia’s most valuable publicly listed company, with shares surging nearly 80% this year. The AI frenzy continues to drive significant gains in the semiconductor industry, underscoring the sector’s pivotal role in advancing technology. #TSMC #AI #Semiconductors #TechIndustry #MarketGrowth