Chips

AI Compute Expansion Worsens ABF Substrate Gap

AI infrastructure expansion is driving demand for ABF substrates. The industry warns that the supply-demand gap could widen to 42% by 2028, highlighting supply chain challenges.

Summarized by AI from one outlet

Source

Latest

  1. Chips

    Shanghai Launches Satellite Internet Fund, Xingshu Plan to Deploy Space-based Compute

    Shanghai launched a satellite internet industry fund and announced the 'Xingshu Plan.' The plan advances a space-based compute network in three phases using domestic GPUs. It targets deploying 1,000 satellites by 2032 to achieve million-level TOPS compute and build an integrated space-ground data center.

    IT之家

  2. Chips

    Delta, LiteOn reveal 800VDC AI power progress

    Delta and LiteOn provided updates on 800VDC power supply architecture during their earnings calls. As power consumption of new Nvidia and AMD AI server racks continues to rise, the evolution of power standards is a critical component of AI compute infrastructure, drawing market attention to supply timelines.

    科技新報

  3. Chips

    TSMC to Raise Advanced Packaging Prices

    TSMC is considering a 10-20% price hike for its CoWoS advanced packaging services. The move follows surging AI demand that has tightened capacity and extended equipment lead times.

    IT之家

  4. Chips

    E.ON to Evaluate NPP Conversion for AI with Nvidia

    German utility E.ON plans to partner with Nvidia to evaluate converting decommissioned nuclear power plants into AI factories. The initiative addresses the rising electricity demand of AI data centers by leveraging existing infrastructure.

    科技新報

  5. Chips

    Tsinghua 28nm tech breaks AI chip transmission bottleneck

    Six papers from Tsinghua University were selected for the IEEE Asian Solid-State Circuits Conference, with one study focusing on 28nm process technology. The research successfully broke the transmission bottleneck for AI chips, achieving ultra-fast 200G transfer, which holds potential value for high-performance artificial intelligence hardware.

    科技新報

All news → · All rights belong to the original creators