packaging technology 結果共3筆

Goldman Sachs predicts that Taiwan Semiconductor Manufacturing Company (TSMC) will double its CoWoS production capacity by 2025, leading to a raised target price of NT$975. The forecast includes plans for advanced CoWoS packaging plants in Chiayi and potential expansion to Japan. Customer demand for advanced packaging, especially CoWoS, is expected to rise with the adoption of 2-nanometer process technology. Goldman Sachs also revised TSMC’s capital expenditure forecast and profit outlook for major AI companies, reflecting a positive growth trend in the industry.

The Minister of Economic Affairs, Wang Mei-hua, stated that the release of the list of key national technologies will not impact businesses as they have been consulted beforehand. The focus is on enhancing the protection of critical technologies. The National Science and Technology Council revealed a list of 22 core national key technologies across defense, agriculture, semiconductors, space, and cyber-security, including two semiconductor technologies. Personnel involved with key technologies receiving over 50% subsidies from the government must seek permission before traveling to China, as per the National Security Act and the Act Governing Relations between the People of the Taiwan Area and the Mainland Area. The two semiconductor technologies listed are IC fabrication technology for processes smaller than 14 nanometers and heterogeneous integration packaging technology. Wang emphasized the importance of protecting key technologies to prevent confidential business information leakage and enhance national security standards. The next steps involve reviewing and providing lists of personnel meeting certain subsidy thresholds and involved with sensitive technologies to relevant entities for management purposes.

Taiwan Semiconductor Manufacturing Company (TSMC) predicts a surge in artificial intelligence (AI) orders in the coming year, with October’s revenue reaching NT$243.203 billion ($8.6 billion), a 34.8 percent monthly increase and a 15.7 percent annual increase. TSMC’s stock price has also been on a steady rise, accumulating a growth of 7.5 percent since November. Morgan Stanley semiconductor research analyst Charlie Chan attributes TSMC’s revenue growth to signs of recovery and the robust demand for AI semiconductors worldwide. NVIDIA’s expanded order to TSMC, along with increased demand from clients like Apple and Advanced Micro Devices (AMD), has led TSMC to accelerate the enhancement of its advanced packaging technology, Chip on Wafer on Substrate (CoWoS). CoWoS enables TSMC to effectively reduce costs and trim electric consumption by packaging chiplets on a silicon interposer and placing them on a package substrate. However, TSMC’s current CoWoS capacity remains a bottleneck for NVIDIA’s AI GPU chips, though the company forecasts a rebound in productivity by the end of 2024 to meet customer demand.