AMD opens EFB front beyond CoWoS, putting Taiwan substrate trio in play

The AI data center buildout is driving demand for high-performance computing (HPC) and networking chips, sending the global IC substrate industry into a new growth cycle. Order visibility now extends two to three years, prompting Taiwan’s three leading IC substrate suppliers, Unimicron, Kinsus, and Nanya PCB, to restart capacity expansion targeting GPU, CPU, and ASIC customers.

Continue reading

Tesla files for supervised Full Self-Driving approval with Taiwan regulator

Tesla Taiwan announced on June 16 that it formally submitted application documents for its Full Self-Driving (Supervised) system to Taiwan’s Vehicle Safety Certification Center and said it will work with the Ministry of Transportation and Communications to begin the regulatory review process. The filing covers an assisted-driving package that Tesla emphasized requires active driver supervision and remains classified as a Level 2 driver-assistance system.

Continue reading