Stories

Tech Logic

Tracks the technical systems, bottlenecks, and standards that reshape industrial power before they become mainstream narratives.

TSO / High confidence

Global advanced chip packaging race: the new front line of the AI chip competition

Semiconductor manufacturing is shifting from pursuing smaller process nodes to more advanced chip packaging technology. TSMC has taken the lead with CoWoS, while Samsung and Intel are accelerating their pursuit. Countries around the world also regard advanced packaging as key to technological sovereignty, and a new race centered on AI chip packaging is now in full swing.

Read analysis