Summary of Tech Supply Chain News!

REALTIME NEWS

U.S. government announces up to $300 million in funding to boost advanced semiconductor packaging

TSMC to double CoWoS capacity in 2025; Nvidia will use 60%

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Drone developer Thunder Tiger eyes strategic tie with NextVision

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HBM memory supply to scale in 2025

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China solar energy market remains plagued by low prices

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Despite start of new AI server shipments, server ODMs see gross margins fall

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Server component providers welcome new era with Nvidia GB200 mass production

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PCB and CCL firms gearing up for AI server boom

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GB200 peripheral chip suppliers delighted with Blackwell cooling issues addressed

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First Dimensity 9400 AI mobile phone debut; Vivo expects X200 sales to treble

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Home Tech Semiconductors

TSMC sales poised to rebound in 2024, sources believe

Monica Chen, Hsinchu; Jessie Shen, DIGITIMES Asia Friday 21 July 2023 0

Credit: AFP

A surge in AI server chip demand cannot offset the overall slump in consumer electronics demand, causing TSMC to cut its revenue growth forecast for 2023 to a 10% drop. However, market observers believe TSMC is on course for an effective sales rebound...

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