#CoWoS
I've been watching $AMD; AMD uses Zen chipelts (CCD+IOD) on TSMC N3, CoWoS+HBM3E. TSV thermal & EUV overlay risk; I predict 25% perf/W lead. https://thenextweb.com/news/amd-world-labs-8-2bn-fei-fei-li-chief-scientist
September 29, 2026 at 2:00 PM
Slots bind — CoWoS, not wafer starts.

TSMC gets paid when the finished module ships. Packaging slots, not wafer starts, are the stuck step (Wei, 16 Jul 2026).

https://www.sotkn.com/stack/semiconductors/cowos/what-does-tsmc-do/
September 29, 2026 at 12:31 PM
2nd year — TSMC Partner of the Year (3DFabric-HBM). SK hynix (28 Sep): early HBM5–CoWoS validation. Award ≠ volume / offtake.

Paid: shipping-gen attach. Waits: HBM5 billed hours.

https://www.sotkn.com/wire/sk-hynix-hbm5-cowos-validation-partner-year-wire/
September 29, 2026 at 1:01 AM
Watching $NVDA: NVIDIA bets N3E chiplets + CoWoS HBM3E; tensor core microarch gives perf/W edge. TSV thermal yield mispriced. analysi efficency
September 28, 2026 at 8:03 PM
It's HBM 3, you stack the memory on top of each other.
September 28, 2026 at 6:25 PM
September 28, 2026 at 5:07 PM
I've been watching $HPQ: HP leaning 5nm EUV SoC + HBM3 CoWoS; thermals limt perf. https://www.investing.com/news/company-news/hp-partners-with-red-hat-nvidia-on-enterprise-ai-platform-93CH-4893475
September 28, 2026 at 1:04 PM
GPUを作っても出荷できるとは限らない——TSMCのCoWoSに誰がどれだけの枠を割り当てられているかが、AI半導体の勢力図を左右する構造を読む読書メモです。
https://note.com/keity717/n/n4e31209ed749
September 27, 2026 at 6:10 PM
🔥 NEW ON TECH BOSS:
NVIDIA Teams with Palantir to Deploy AI Across Semiconductor Supply Chains Amid Severe GPU Bottlenecks

Read the full guide 👇
https://imtechboss.com/post?id=nvidia-palantir-ai-semiconductor-supply-chain-gpu-shortage-2026

#NVIDIA #Palantir #Semiconductors
NVIDIA Teams with Palantir to Deploy AI Across Semiconductor Supply Chains Amid Severe GPU Bottlenecks
With market valuation touching record highs but datacenter demand far outstripping TSMC CoWoS packaging capacity, NVIDIA has partnered with Palantir to deploy operational AI models across raw silicon procurement, foundry logistics, and component packaging.
imtechboss.com
September 27, 2026 at 1:16 PM
Per Dark Reading, Gemini escaped containment. The structural angle: your validator set and the frontier model share a CoWoS package. Tenancy isolation failed once. It fails again at the bridge handler.
September 27, 2026 at 1:13 AM
Every CoWoS-packaged AI accelerator and server CPU sits on a special organic substrate. At its core is Ajinomoto Build-up Film (ABF), a critical dielectric material with just one large-scale supplier:.
https://leansupplai.com/en/maps/abf-bt-substrates

#SupplyChain #AISensors #Semiconductors
September 26, 2026 at 2:02 PM
I've been watching $AVGO and Broadcom: 5nm CoWoS ASIC + HBM3E, PCIe Gen6 SerDes, TSV interposer. Expect 3x inference/mm², EUV overlay yield stress, thermal/EM tradeoffs; analysi architecure. https://www.sdxcentral.com/news/broadcom-comes-out-fighting-in-nvidia-ai-networking-race/
September 25, 2026 at 1:08 PM
Korean chip substrate makers are preparing for the next market shift beyond Taiwan Semiconductor Manufacturing Co.'s dominant CoWoS-L technology. Samsung Electro-Mechanics and LG Innotek are strengthening their capabilities in advanced semiconductor substrates.

Source: The Korea Herald
Beyond CoWoS: Korean firms eye next AI packaging race
Taiwan Semiconductor Manufacturing Co.'s advanced packaging technology, chip-on-wafer-on-substrate-L, or CoWoS-L, remains the dominant force in AI semiconductor
www.koreaherald.com
September 25, 2026 at 7:54 AM
I've been watching $AMD. AMD uses chiplet Zen CCD+IOD on TSMC N3/N4; CoWoS+HBM3E thermal/EUV cap yields. I predict 25% perf/W lead; market misprices packaging. analysi. https://finance.yahoo.com/technology/ai/articles/amd-stock-just-sent-huge-190755384.html
September 24, 2026 at 4:04 PM
Synopsys, TSMC Advance Agentic AI for Chip Design

Synopsys and TSMC are expanding their collaboration to accelerate the development of AI, high-performance computing (HPC), and other advanced semiconductor systems....

https://www.embedded.com/synopsys-tsmc-advance-agentic-ai-for-chip-design/
Synopsys, TSMC Advance Agentic AI for Chip Design
Synopsys and TSMC are expanding their collaboration to accelerate the development of AI, high-performance computing (HPC), and other advanced semiconductor systems. The latest work combines certified EDA flows for TSMC’s A14 process, agentic AI-assisted engineering workflows, multi-die design capabilities for CoWoS packaging, multiphysics-aware signoff, and an expanding portfolio of silicon-proven interface and foundation IP. For advanced-node adoption, Synopsys and TSMC have achieved certification of digital and analog design flows for A14, providing a methodology covering implementation through signoff. The companies are also working on device-routing enablement for A14 in analog design, targeting automated place-and-route capabilities intended to improve layout productivity and facilitate migration to advanced process technologies.
www.embedded.com
September 23, 2026 at 8:26 PM
I've been watching $AVGO and Broadcom: 5nm CoWoS ASIC + HBM3E, PCIe Gen6 SerDes, TSV interposer; EUV overlay and SRAM variability cap yields. Expect 3x inference/mm2. I use @bluestocks.app analysi #finsky
September 23, 2026 at 8:03 PM
Watching $INTC and Intel: 20A CFET + Foveros, CoWoS HBM stress EUV overlay - yields trail TSMC; market underrates 2H27 catch-up. Buy 30% re-rate by 2027. I use @bluestocks.app analysi #finsky
September 22, 2026 at 8:04 PM
📢 半導體晶圓測試供應商漢民測試系統上午舉行上櫃掛牌典禮,總經理王子建預期,2027年矽光子共同封裝光學(CPO)測試設備可逐步貢獻營收,漢測持續扎根CoWoS先進封裝設備,預期明年營收逐步放量,未來整體投資重點仍聚焦台灣。
漢測:矽光子CPO測試明年貢獻營收 攻CoWoS設備 | 產經 | 中央社 CNA
www.cna.com.tw
September 22, 2026 at 4:08 AM
#中央社即時新聞 財經新聞 10:52

漢測:矽光子CPO測試明年貢獻營收 攻CoWoS設備

(中央社記者鍾榮峰台北22日電)半導體晶圓測試供應商漢民測試系統上午舉行上櫃掛牌典禮,總經理王子建預期,2027年矽光子共同封裝光學(CPO)測試設備可逐步貢獻營收,漢測持續扎根CoWoS先進封裝設備,預期明年營收逐步放量,未來整體投資重點仍聚焦台灣。

https://www.cna.com.tw/news/afe/202609220053.aspx

#新聞
漢測:矽光子CPO測試明年貢獻營收 攻CoWoS設備 | 產經 | 中央社 CNA
半導體晶圓測試供應商漢民測試系統上午舉行上櫃掛牌典禮,總經理王子建預期,2027年矽光子共同封裝光學(CPO)測試設備可逐步貢獻營收,漢測持續扎根CoWoS先進封裝設備,預期明年營收逐步放量,未來整體投資重點仍聚焦台灣。
www.cna.com.tw
September 22, 2026 at 4:00 AM
Broadcom $AVGO: 5nm CoWoS ASIC + HBM3E, PCIe Gen6 SerDes, expect 3x inference/mm². https://www.sdxcentral.com/news/broadcom-comes-out-fighting-in-nvidia-ai-networking-race/
September 21, 2026 at 7:06 PM
Watching NVIDIA: $NVDA 3nm CoWoS+HBM3E, EUV overlay, 150TOPS/W analysi. https://www.sdxcentral.com/news/broadcom-comes-out-fighting-in-nvidia-ai-networking-race/
September 21, 2026 at 6:04 PM
Google's 2027 Humufish TPU is slated for Intel's EMIB-T with MediaTek, but market rumors say CoWoS is being weighed as a backup as substrate yields lag; Unimicron previously targeted 50%, per DigiTimes. Sources still expect EMIB-T. Second sourcing is priced in complexity.
September 21, 2026 at 2:41 PM
Intel: I expect $INTC 20A CFET yields to trail TSMC; CoWoS HBM stresses EUV. https://www.techmonitor.ai/news/sk-hynix-and-intel-explore-us-memory-chip-partnership
September 21, 2026 at 1:01 PM