Motherboard and graphics card makers including Asustek Computer, Gigabyte Technology, and Micro-Star International (MSI) are all expected to post substantial drops in second-quarter shipments amid falling notebook and PC demand, according to industry sources. The decline is also attributed to the effect of the COVID-induced lockdowns in China on the global supply chain, the impact of the Russia-Ukraine war on raw material supply, and pressure from global inflation.

TSMC’s CoWoS-L is the latest CoWoS process variant, and is expected to kick off commercial production in 2023-2024, according to industry sources. The offering is designed to target AI-specific training chips.

5月20日消息，据韩媒ChosunBiz报道，三星显示器(Samsung Display )将会在今年内结束其液晶显示器（LCD）业务，其母公司三星电子的电视战略也会作出相应改变，预计三星电子未来很大一部分LCD面板供应都将依赖中国。