- Industry
What Is Backside Power Delivery Network (BSPDN)? The Technological Differences Among TSMC, Samsung, and Intel
As Moore’s Law approaches its physical limits, the bottleneck in chip scaling is no longer confined to transistors—it increasingly lies in power delivery. Traditional front-side power delivery networks (FSPDN) ultimately constraining performance and power efficiency.To sustain progress in advanced process nodes, TSMC, Intel, and Samsung have each moved forward with backside power delivery network (BSPDN) technologies. This article analyzes the fundamentals of backside power delivery, introduces TSMC’s Super Power Rail (SPR), and compares it with Intel’s PowerVia and Samsung’s BSPDN solutions. It further explores two critical steps in implementing backside power delivery—wafer thinning and reclaimed wafers—and examines how these technological shifts could reshape the market and supply chain.
- Industry
What Are Passive Components? A Complete Guide to MLCCs, Capacitors, Resistors, Inductors, and Industry Trends
As demand for AI servers continues to surge, passive components have evolved from supporting components into a key area of market focus. From MLCCs and resistors to power inductors, these fundamental electronic components play a critical role in ensuring the stable operation of AI servers, GPUs, and high-speed data transmission systems. This article explores the major categories of passive components, their functions, and industry trends, while examining how the AI boom is creating opportunities for specification upgrades and long-term structural growth across the passive components industry.
- Industry
What is WMCM? A New Technology for the 2nm Era?
As the industry advances toward the 2nm process node, WMCM has emerged as a key focus in advanced packaging. This article explores WMCM’s core technology principles, process architecture, and its differences compared with InFO and CoWoS. It also analyzes its advantages and limitations in high-density RDL, thermal performance, cost, and integration flexibility, and highlights key Taiwanese beneficiaries in the materials and equipment supply chain.
- Industry
What Is Backside Power Delivery Network (BSPDN)? The Technological Differences Among TSMC, Samsung, and Intel
As Moore’s Law approaches its physical limits, the bottleneck in chip scaling is no longer confined to transistors—it increasingly lies in power delivery. Traditional front-side power delivery networks (FSPDN) ultimately constraining performance and power efficiency.To sustain progress in advanced process nodes, TSMC, Intel, and Samsung have each moved forward with backside power delivery network (BSPDN) technologies. This article analyzes the fundamentals of backside power delivery, introduces TSMC’s Super Power Rail (SPR), and compares it with Intel’s PowerVia and Samsung’s BSPDN solutions. It further explores two critical steps in implementing backside power delivery—wafer thinning and reclaimed wafers—and examines how these technological shifts could reshape the market and supply chain.
- Industry
What Are Passive Components? A Complete Guide to MLCCs, Capacitors, Resistors, Inductors, and Industry Trends
As demand for AI servers continues to surge, passive components have evolved from supporting components into a key area of market focus. From MLCCs and resistors to power inductors, these fundamental electronic components play a critical role in ensuring the stable operation of AI servers, GPUs, and high-speed data transmission systems. This article explores the major categories of passive components, their functions, and industry trends, while examining how the AI boom is creating opportunities for specification upgrades and long-term structural growth across the passive components industry.
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- Industry
2026/9/10
SEMICON Taiwan 2026 Highlights: Four Key Trends in AI Advanced Packaging, FOPLP, CPO, and HBM
SEMICON Taiwan 2026 highlights key technologies including AI chips, advanced packaging, FOPLP, silicon photonics-based CPO, and HBM. As AI computing power continues to increase rapidly, industry bottlenecks are shifting from individual chip performance toward memory bandwidth, chip-to-chip I/O, data transmission, and thermal efficiency. Drawing on key trends from the exhibition, this article examines the move toward larger advanced packaging formats, CPO mass production, AI memory architectures, and growing demand for testing, semiconductor equipment, and fab consumables, while identifying new growth opportunities across Taiwan’s semiconductor supply chain.
- News
2026/9/10
Apple Unveils Its First Foldable iPhone Duo as iPhone 18 Pro and AI Ecosystem Receive Major Upgrades
Apple unveiled its latest product lineup on September 10, headlined by the iPhone Duo, the company’s first foldable smartphone and its official entry into the foldable market. Featuring a 7.6-inch inner display, a 5.4-inch cover display, the 2nm A20 Pro chip, a dual-battery design, and a redesigned thermal architecture, the iPhone Duo targets the ultra-premium segment with a starting price of US$1,999. Meanwhile, the iPhone 18 Pro series delivers major upgrades in processing performance, thermal management, and professional imaging, reflecting a broader shift in high-end smartphone competition toward on-device AI and sustained performance. Apple also introduced the Apple Watch Series 12, Apple Watch Ultra 4, and AirPods 5, further integrating Apple Intelligence and Siri AI across health monitoring, voice interaction, and cross-device experiences. While Taiwan-listed foldable iPhone suppliers saw some post-launch profit-taking, Apple’s entry into the foldable market could support longer-term specification upgrades across hinges, UTG, displays, advanced semiconductor processes, and thermal solutions.
- News
2026/9/3
fiisual Biweekly Oil Report : Middle East Tensions Persist as Energy Supply Risk Spreads from Crude to Refined Products
Oil prices strengthened recently as tensions in the Middle East flared up again. The US-Iran conflict continues, transit volumes through the Strait of Hormuz remain low, and shipping risk in the Red Sea and the Bab el-Mandeb Strait has increased — all of which keep a supply-disruption premium embedded in crude prices. In the US, commercial crude inventories fell by about 4.5 million barrels in a single week, and refinery utilization rose to 98%, showing that crude supply continues to be squeezed by heavy refining and export demand. Meanwhile, SPR inventories keep declining, further narrowing the supply buffer. As geopolitical risk gradually spreads from crude transport to diesel, jet fuel, and LNG, the short-term focus in the oil market remains on shipping conditions through key channels and the pace of Middle East supply recovery.
- News
2026/8/24
fiisual Biweekly Oil Report : The Strait of Hormuz and the Bab el-Mandeb Strait remain blocked; the ongoing geopolitical standoff means oil prices will continue to carry a risk premium over the long term
This biweekly report continues the theme of "rising geopolitical tension, constrained supply, and low inventories." Over the past two weeks, Brent and WTI rose 10.72% and 11.41% respectively, showing the market continues to raise its risk premium for disruptions to Middle East supply. US-Iran talks remain deadlocked, and with passage through the Strait of Hormuz and the Bab el-Mandeb Strait restricted, market expectations for when shipping and crude exports will normalize keep getting pushed back. Although US commercial crude inventories rose for two consecutive weeks, easing near-term supply pressure, continued draws on the SPR, falling distillate stocks, and refinery utilization climbing to 97.2% show the physical market remains tight. The three major agencies' August monthly reports also cut their short-term supply-demand outlooks, expecting inventories to keep draining quickly in the second half of 2026; the supply gap and low inventories will keep oil prices highly sensitive to geopolitical events. Looking ahead, although alternative routes are sustaining some exports, capacity, cost, and transit time make it hard for them to fully replace the Strait of Hormuz. As a result, the market's focus has shifted from a purely short-term supply shock to repricing how long the crisis will last. Amid the ongoing US-Iran standoff, the Hormuz crisis is evolving from a "short-term geopolitical risk premium" into a "long-term supply shortage premium," and oil prices will likely stay elevated and volatile in the near term.
- Industry
2026/8/20
How Kimi’s Low-Cost Model Is Reshaping AI Computing Demand
Chinese AI startup Moonshot AI has launched Kimi K3, featuring 2.8 trillion parameters, a one-million-token context window, and architectural innovations including KDA, AttnRes, and MoE. Its overall performance is close to the world’s leading AI models while maintaining more competitive inference costs. K3 quickly reached its computing capacity limit after launch, reinforcing the implications of Jevons’ Paradox: greater model efficiency does not necessarily reduce computing demand and may instead accelerate AI Agent adoption, further driving demand for GPUs, HBM, DDR5, and enterprise SSDs.
