Samsung Electronics is set to increase its Multi-Project Wafer (MPW) service offerings for the fourth consecutive year, with plans to raise the number to 35 in 2025. This move not only aims to strengthen partnerships with IC design houses in the AI era but also assist startups in product mass production.
ThinTech Materials Technology (ThinTech) anticipates stronger performance in the second half of 2024, buoyed by warming demand for panels and the successful development of Fan-Out Panel Level Packaging (FOPLP). Following strong sales in May and June, the company’s outlook remains positive.
Chinese electric vehicle (EV) maker BYD is rapidly expanding its presence in Southeast Asia. The company plans to establish new assembly plants in Cambodia and Indonesia to complement its existing facility in Rayong, Thailand. BYD is also growing its dealership network and introducing more competitively priced models in the region.
Demands for advanced packaging services have surged as every smartphone is expected to be equipped with generative AI applications in the future. Taiwan Semiconductor Manufacturing Company (TSMC) chairman C.C. Wei emphasized in a recent earnings conference that AI chips have kept its Chip-on-Wafer-on-Substrate (CoWoS) production line busy, repeatedly stating that capacities remain tight despite doubling production lines.
AI PCs are generating considerable buzz, but its supply chain remains skeptical about their potential to spark a widespread replacement cycle. The primary obstacles are the steep prices of AI PCs and the absence of a killer application. It’s more likely that incremental upgrades will boost AI PC adoption rather than consumers rushing to replace their existing devices.
Taiwan has established a new Defense Innovation Unit (DIU) to accelerate the integration of drones and Artificial Intelligence (AI) systems into its military strategy. This unit, modeled after the US DIU, will bridge the gap between civilian technological advancements and their applications in the defense sector.