Taiwanese shares rallied after authorities unveiled measures to restore investor confidence following the longest selling streak since 2022 amid a global AI stock rout
Taiwanese media: Intel’s EMIB has an overall yield of approximately 60–65%, but the process of embedding silicon bridge dies into ABF substrates has a yield of only around 25–30%. This is significantly below TSMC’s CoWoS yield of roughly 98%.
Taiwanese wafer testing company KYEC reportedly plans to build a new fab in “Texas,” backed by a $1.1 billion prepayment from NVIDIA.
Could TSMC be heading to Texas too…?
Taiwanese media report that the iPhone Duo is selling like hotcakes, prompting Apple to ask suppliers to ramp up production and increase orders by 30% to meet market demand.
All iPhone Duo models reportedly sold out on launch day, with the next batch of shipments not expected until January 22, 2027.
Taiwanese media reported that Intel, AMD, and NVIDIA have made a combined US$5 billion in advance payments to Taiwanese substrate manufacturers.
Intel reportedly paid US$3 billion, while AMD and NVIDIA paid US$1 billion each.