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NEWS
@NEWS2082680
Live insights on semi and AI, tailored for global investors and industry players. Hosted by @trendforce, streaming weekdays and available on LinkedIn and FB.
Joined July 2025
127 Following    1.8K Followers
๐Ÿ‘€ #TSMC#'s COUPE on Substrate tech is expected to hit mass production in 2H26 โ€” and if #CPO# gains traction in AI servers, #NVIDIA# may look to lock in high-end substrate capacity early via long-term deals. ๐Ÿ’กMore: ๐Ÿ”—
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