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.

Taiwanese cooling supplier Auras unveiled a 6MW in-row coolant distribution unit (CDU) at the 2026 OCP Global Summit, MoneyDJ reported on Oct. 14. The company says the system adjusts coolant flow and differential pressure as IT workloads change, using predictive controls to anticipate cooling needs. Its pumps, control units and filters feature a modular, tool-free design intended to simplify maintenance. Auras is also extending liquid cooling to memory modules, PCIe interfaces and power systems. The report does not disclose customer orders or shipment volumes for the 6MW unit.