More than 70% of TSMC’s CoWoS-L advanced packaging capacity has already been booked, fueled by strong demand for Nvidia’s Blackwell GPUs. This surge is also driving orders to major backend ...

Actually, if you include ETFs, my allocation to Nvidia is even higher. According to Morningstar's analyst consensus, 44% of my portfolio consists of equities with 29% 5-year earnings growth and a ...

How often do we stop to think about the meaning of life? If you’re like me, probably not much. Even though I may feel a vague sense of anxiety around how my life is unfolding and the inevitability of ...

TL;DR: TSMC plans to build a third fab in Arizona by mid-2025, a year earlier than planned, and may establish a new CoWoS advanced packaging plant in the US. This expansion is part of TSMC's ...

Over 2,500 years ago, Aristotle said, “Happiness is the meaning and purpose of life, the whole aim and end of human existence.” I think Aristotle got it right. Happiness is made up of two ...

In late 2024, Nvidia's Blackwell AI GPUs encountered supply chain disruptions, including design setbacks, production bottlenecks at TSMC, and cooling system constraints, delaying shipments by one ...

It is not the first time when Elon Musk has used such an alias. In 2023, he had changed his X username to Harry Bolz. Billionaire Elon Musk has changed his X username to Harry Bolz once again. The ...

The Arizona plant reportedly does not have chip on wafer on substrate, or CoWoS, capacity, required for the Blackwell line of GPUs. Currently, all of Taiwan Semiconductor's CoWoS capacity is in ...

“As we move into Blackwell, we will use largely CoWoS-L. Of course, we're still manufacturing Hopper, and Hopper will use CowoS-S. We will also transition the CoWoS-S capacity to CoWos-L ...