Customer demand for AI and HPC processors is driving a much greater use of advanced packaging technologies, particularly TSMC's chip-on-wafer-on-substrate (CoWoS) services. As things stand, TSMC is just barely meeting the current demand for this packaging method – never mind future demand – which is why last year the company announced plans to more than double CoWoS capacity by the end of 2024. But as it turns out, just doubling capacity once won't be enough, and the

Ever since AMD re-emerged as a major competitor within the x86 CPU scene, one of AMD’s top priorities has been to win over customers in the highly lucrative and profitable server market. It’s a strategy that’s paid off well for AMD, as while they’re still the minority player in the space, they’ve continued to whittle away at what was once Intel’s absolute control over the market, slowly converting more and more customers over to the EPYC ecosystem.

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