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SHOWING 4 OF 229 STORIES
ISSUE 199EVENING

Taiwan, Advanced Packaging, Semiconductor Supply Chains and AI Infrastructure

Taiwan broke ground where AI chips become systems

Kaohsiung's Baipu park is meant to help tools, materials and people survive the trip from promising component to qualified production. The dirt moved this week. The capacity is still three years away.

#taiwan#advanced-packaging#semiconductors
ISSUE 185MORNING

China, DRAM Manufacturing, Mobile AI and Yield Evidence

China says it squeezed 50 percent more memory dies from one wafer

CXMT says its fifth-generation process has entered mass production. The important number counts chip positions before defects, testing and customer qualification have taken their bite.

#china#dram#semiconductors
ISSUE 171EVENING

Semiconductors, Industrial Policy and AI Infrastructure

India says its chips are shipping before its flagship fab has a wafer

Packaging lines are exporting, Indian designs are entering foreign products, and Dholera is still a construction site. All three can be true, but they are not the same milestone.

#semiconductors#india#supply-chain
ISSUE 084EVENING

AI Chips and Enterprise Adoption

Samsung is helping build OpenAI's chips while putting ChatGPT to work

OpenAI says Samsung is working on its next-generation chips and running one of ChatGPT's largest workplace deployments. South Korea is becoming both supplier and customer for the same AI stack.

#south-korea#semiconductors#enterprise-ai