The Taiwan Semiconductor Manufacturing Company (TSMC) is unlikely to experience significant competitive pressures to its advanced packaging and chip manufacturing technologies, says a research report from Citibank. In its coverage, the bank's analyst points out that the capacity for TSMC's advanced CoWoS packaging technology could grow significantly due to tailwinds from AI in 2026 and 2027, with other technologies such as system on integrated chips (SoIC) and chip-on-panel-on-substrate (CoPoS) can drive demand in the coming years. Intel's EMIB-T Packaging's Success Is Dependent On ABF Substrate, Says Analyst Over the past couple of weeks, multiple reports have suggested that not only […]

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The boom in AI processors and the demand for NVIDIA's high-end chips and the GPU designer's rise to become the most valuable company in the world have forced consumer electronics giant Apple to reshape its semiconductor procurement strategy, according to analyst Ming-Chi Kuo. Apple's purported deal with Intel to procure chips for its products has been reported several times in the media, and Kuo believes that it is a bid by the firm to create leverage over TSMC before the highly profitable high-performance computing (HPC) chips become the contract chip manufacturer's mainstay for revenue. Apple's Intel Orders Spread Across The […]

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As President Trump, NVIDIA CEO Jensen Huang, and other executives make their way to China, the US has purportedly decided to ease restrictions on the sales of NVIDIA's older AI GPUs to China. With reports suggesting that the H200 chips are now available for order for several Chinese companies, a storefront on the Chinese retailer JD surfaced with more advanced chips available for sale. This page showed slots open for the RTX 5090 32G Turbo Edition, which is one of the most advanced GPUs available in the market and is still officially subject to sanctions. US' China Chip Sanctions Reports […]

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The rise in demand for CPUs for agentic AI computing appears to be affecting the substrate supply chain as well. Media and analyst attention shifted to CPUs following Intel's earnings report earlier this year, which saw the firm claim that the requirements of agentic AI computing would reinvigorate the focus of AI companies on CPUs. Now, data from Japanese printed circuit board (PCB) manufacturer Ibiden's data shows that the impact of this demand is already being felt upstream in the supply chain as the firm forecasts a bump in demand for its general-purpose server products in 2026. Evolution In AI […]

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