Jeongwoo's Personal Ghost (Page 12)

semiconductor

The Intelligence Revolution: TSMC’s OIP Ecosystem Forges the Path to Trillion-Transistor AI Systems

Source: https://semiwiki.com/artificial-intelligence/373920-the-intelligence-revolution-tsmcs-oip-ecosystem-forges-the-path-to-trillion-transistor-ai-systems/ At the 2026 OIP Ecosystem Forum, the industry narrative shifted from incremental scaling to what TSMC defines as the “Intelligence Revolution.” Akin to the 18th-century Industrial Revolution which transitioned human physical labor to mechanical power, the current era is augmenting human ingenuity through artificial

semiconductor

Silicon Valley, à la Française – One Year On

Source: https://semiwiki.com/semiconductor-manufacturers/vsora/373731-silicon-valley-a-la-francaise-one-year-on/ One Year Later — September 2026 When this piece first ran a year ago, VSORA was the quiet outsider, a company with a bold architecture and no Silicon Valley address. One year on, the thesis has held up better than even its author expected.

semiconductor

Why ASML Is Racing to Build 110 EUV Machines

Source: https://semiwiki.com/lithography/373646-why-asml-is-racing-to-build-110-euv-machines/ ASML is exploring how to produce more than 110 extreme ultraviolet lithography machines in 2028, reflecting the extraordinary investment flowing into artificial intelligence infrastructure. The Dutch semiconductor-equipment company expects to manufacture at least 80 EUV systems in 2027 and is considering another production increase

semiconductor

Comparison of TSMC CoWoS-S, CoWoS-R, and CoWoS-L

Source: https://semiwiki.com/semiconductor-manufacturers/tsmc/371790-comparison-of-tsmc-cowos-s-cowos-r-and-cowos-l/ Chip-on-Wafer-on-Substrate, commonly called CoWoS, is an advanced packaging platform developed by TSMC. It allows processors, chiplets, and high-bandwidth memory stacks to be integrated within a single package. CoWoS has become especially important for artificial-intelligence accelerators and high-performance computing systems, where processors need enormous

music

Charbel Haber, Nicolás Jaar and Sary Moussa- ‘Crashing waves…’: A breath-taking electro-acoustic journey which reaches beyond the moment.

Source: https://www.backseatmafia.com/album-review-charbel-haber-nicolas-jaar-and-sary-moussa-crashing-waves-a-breath-taking-electro-acoustic-journey-which-reaches-beyond-the-moment Disseminating experimental/alternative music from the myriad of vibrant scenes across the SWANA region to the wider world has been Ruptured Music’s generous undertaking for over fifteen years. Its creative source keeps giving and its curational insight keeps providing. Enter amongst the label’

Economy

Morgan Stanley Leaked Some Deals

Source: https://www.bloomberg.com/opinion/newsletters/2026-09-24/morgan-stanley-leaked-some-deals?srnd=undefined Deal list leak I always think of an investment banking group’s “pipeline” as a fairly aspirational document. “What deals do we have coming,” your boss asks you, so you go write down a list of: * Deals on which

semiconductor

The Technical Problem Is Often Not the Business Problem

Source: https://semiwiki.com/semiconductor-manufacturers/373552-the-technical-problem-is-often-not-the-business-problem/ By Prof. Dr. S. Filo Ambrosini On a semiconductor line, a rising defect rate can trigger a familiar debate. Do we need a new inspection system? More sensors? An additional engineer? Those may all be valid responses. But before making the decision, someone needs

Economy

Kalshi Levers the Predictions

Source: https://www.bloomberg.com/opinion/newsletters/2026-09-23/kalshi-levers-the-predictions Kalshi Klear Back in March, I wrote up a little flight of fancy about leveraged prediction markets. A prediction market like Kalshi or Polymarket mostly lists binary event contracts that pay out $1 if some event happens or $0 if it

semiconductor

Broadcom’s AI Engine Shifts Into Overdrive

Source: https://semiwiki.com/semiconductor-manufacturers/373540-broadcoms-ai-engine-shifts-into-overdrive/ Broadcom’s fiscal third-quarter 2026 results show how artificial-intelligence infrastructure is shifting from general-purpose acceleration toward customized compute and large-scale networking. The company reported AI semiconductor revenue of $16.7 billion, up 221% year over year and 54% sequentially. That expansion made AI silicon

semiconductor

TSMC’s CoWoS Capacity to Double by 2028—and Rivals Will Still Win Orders

Source: https://semiwiki.com/semiconductor-manufacturers/tsmc/373574-tsmcs-cowos-capacity-to-double-by-2028-and-rivals-will-still-win-orders/ TSMC reportedly plans to double its Chip-on-Wafer-on-Substrate capacity from approximately 130,000 300mm-equivalent wafers per month at the end of 2026 to 260,000 by 2028. The estimate is not formal company guidance and should be treated as a supply-chain projection. Nevertheless, the

semiconductor

ASML Has High-NA and Chipmakers Can’t Say No

Source: https://semiwiki.com/semiconductor-manufacturers/intel/373593-asml-has-high-na-and-chipmakers-cant-say-no/ ASML’s grip on the most advanced corner of chip manufacturing is tightening. The Dutch company, already the sole supplier of extreme ultraviolet lithography systems, is winning broader industry support for High Numerical Aperture EUV, or High NA, its next-generation technology for printing

semiconductor

Arm targets the agentic AI era with new edge, cloud and robotics platforms

Source: https://semiwiki.com/ip/373258-arm-targets-the-agentic-ai-era-with-new-edge-cloud-and-robotics-platforms/ Arm is expanding its computing platform for an era in which artificial intelligence does more than respond to individual prompts. The company expects AI agents to operate continuously across phones, data centers, vehicles, robots and other physical systems—perceiving their surroundings, reasoning about objectives

Latest

The Intelligence Revolution: TSMC’s OIP Ecosystem Forges the Path to Trillion-Transistor AI Systems

Silicon Valley, à la Française – One Year On

Why ASML Is Racing to Build 110 EUV Machines

Comparison of TSMC CoWoS-S, CoWoS-R, and CoWoS-L

Charbel Haber, Nicolás Jaar and Sary Moussa- ‘Crashing waves…’: A breath-taking electro-acoustic journey which reaches beyond the moment.

Morgan Stanley Leaked Some Deals

The Technical Problem Is Often Not the Business Problem

Kalshi Levers the Predictions

Broadcom’s AI Engine Shifts Into Overdrive

TSMC’s CoWoS Capacity to Double by 2028—and Rivals Will Still Win Orders

ASML Has High-NA and Chipmakers Can’t Say No

Arm targets the agentic AI era with new edge, cloud and robotics platforms