semiconductor - Jeongwoo's Personal Ghost (Page 8)

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

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

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

semiconductor

The State of the U.S. Semiconductor Manufacturing Workforce 2026 Benchmark Report

Source: https://semiwiki.com/semiconductor-manufacturers/373587-the-state-of-the-u-s-semiconductor-manufacturing-workforce-2026-benchmark-report/ America’s semiconductor workforce is entering a decisive growth period, but employment capacity is not yet keeping pace with investment. New fabrication plants, packaging facilities, and supplier expansions are creating demand for thousands of engineers, technicians, operators, and skilled tradespeople. Whether the United States

semiconductor

Beyond the Accelerator: Why Silicon Challengers Must Transition to Full-System Infrastructure

Source: https://semiwiki.com/artificial-intelligence/373912-beyond-the-accelerator-why-silicon-challengers-must-transition-to-full-system-infrastructure/ The recent AI Infra Summit was exceptionally jam-packed, filled to the brim with compelling talks, overlapping tracks, and emerging technologies. Amid the noise of the event, there were many excellent presentations detailing the physical realities of scaling hardware. But one presentation in particular caught

semiconductor

Semiconductor Engineering Has a State-Continuity Problem

Source: https://semiwiki.com/eda/373472-semiconductor-engineering-has-a-state-continuity-problem/ Product realization depends not only on reaching the next engineering state, but on preserving the relationships between states from intent through qualification, release, and lifecycle learning. 제품 실현은 다음 엔지니어링 단계에 도달하는 것뿐만 아니라, 의도에서부터 검증, 출시, 그리고 라이프사이클 학습에 이르기까지 각 단계 간의

semiconductor

Nvidia Sees AGI While OpenAI Sees Danger

Source: https://semiwiki.com/semiconductor-manufacturers/373466-nvidia-sees-agi-while-openai-sees-danger/ Jensen Huang’s declaration that “AGI has arrived” is less a scientific verdict than a compressed statement about infrastructure, economics and momentum. His evidence is OpenAI’s GPT-6 Astra, reportedly trained on more than 100,000 Nvidia Grace Blackwell NVL72 systems, followed by a

semiconductor

The AI Inference Revolution Is Here

Source: https://spectrum.ieee.org/inference-hardware-revolution Today’s tidal wave of queries is forcing hardware makers to pivot 오늘날 쏟아지는 방대한 양의 질문(요청) 세례로 인해 하드웨어 제조사들은 방향 전환을 강요받고 있습니다. Since about 2020, AI has largely focused on training bigger and better models. Large language models (LLMs) ballooned

semiconductor

Samsung Might Be the Most Unusual Company on Earth

Source: https://semiwiki.com/semiconductor-manufacturers/samsung-foundry/372471-samsung-might-be-the-most-unusual-company-on-earth/ Samsung might be the most unusual company on earth because it is difficult to decide what kind of company it actually is. To most consumers, Samsung means smartphones, televisions, refrigerators. Yet the name also appears on apartment towers, cargo ships, hospital equipment, insurance