TSMC held its shareholders meeting today, where chairman Mark Liu stated that the company has faced various global challenges in recent years, including the US-China trade war, climate change, the pandemic, and the Russia-Ukraine war. However, Liu noted that TSMC continues to develop rapidly on a stable path, and the outlook is "very promising."
Apple CEO Tim Cook unveiled its first mixed reality headset VisionPro at the WWDC 2023 keynote on June 5, attracting attention and cheering from Apple fans worldwide. There are some interesting facts behind this year s WWDC which may have escaped the most discerning eyes, especially the marvels to be performed with new features enabled by the chips used in the gadgets.
Member firms of the Foxconn (Hon Hai Precision Industry) camp have completed their initial deployments in the third-generation compound semiconductor SiC (silicon carbide) field, with Taisic Materials engaged in the upstream crystal growth and substrate production, Gigastorage planning to handle SiC wafer cutting, grinding and polishing, and Hon Hai itself on track to operate a SiC wafer foundry at a 6-inch fab purchased from Macronix International in addition to its deep presence in consumer, industrial, automotive and low-orbit satellite appl.
IC substrate and PCB maker AT&S (Advanced Technologies & Solutions) has been expanding its IC substrate manufacturing footprint in Asia before COVID-19 outbreak. It has moved equipment into the latest plant in Malaysia, slated to start high-volume manufacturing (HVM) in the second half of next year.
The cost of machine learning applications will come down as a result of semiconductors improving computing power. The lower cost will naturally result in a sharp rise in the number of users. Using AI will become a daily routine in work and private life. The commercialization of AI will really lead to the arrival of the "iPhone moment for AI." Once OpenAI becomes the norm, various kinds of applications will need the support of Nvidia s datacenter and dedicated chips. We can imagine how much the industry will benefit from this.