Automotive LED order visibility projects to remain strong for a year; Edison expects double growth in 2025

The visibility of automotive product orders for LED manufacturer Edison is projected to extend throughout 2025, instilling confidence in the growth momentum of automotive orders. The company anticipates that both its LED lighting and automotive businesses will experience double-digit growth in 2025, particularly with finished product applications expected to achieve a compound annual growth rate of 20%.

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TSMC evolves CoWoS technology, to challenge 9x reticle sizes in 2027

TSMC announced at the Open Innovation Platform (OIP) Ecosystem Forum in Europe that its CoWoS packaging technology will achieve certification by 2027, introducing a version with 9x reticle size. This advancement will accommodate twelve HBM4 memory stacks, providing unprecedented performance enhancements for artificial intelligence (AI) and high-performance computing (HPC) chips.

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Elon Musk lands priority for Nvidia GB200 delivery in January with US$1.08 billion

Elon Musk’s artificial intelligence company xAI has made headlines with its urgent push for advanced AI hardware. Industry sources indicate that Musk directly approached Nvidia CEO Jensen Huang, offering a premium to expedite a US$1.08 billion order. Production of these AI server systems will be handled by Foxconn, Nvidia’s key manufacturing partner.

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