TSMC and Arizona Discussing Advanced Chip Packaging Investment [BNN Bloomberg (Canada)]
NVIDIA Corporation (NVDA)
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Source: BNN Bloomberg
Hobbs is part of a broader US delegation visiting the island, with discussions among officials and companies focused on Taiwan's key role in the semiconductor supply chain. Under Secretary of Commerce Laurie E. Locascio said the US is talking to TSMC about research and development for the first time, in an effort to bring more of the world's biggest contract chipmaker's technology onshore. Packaging has become a bottleneck in the fabrication of the most in-demand silicon today, Nvidia Corp.'s artificial intelligence accelerators, made by TSMC. The Hsinchu-based company has committed to expanding its packaging capacity in Taiwan, but expects supplies to be tight for another 18 months, Chairman Mark Liu said at Semicon earlier this month. At the same event, Cadence Design Systems Inc. Chief Executive Officer Anirudh Devgan said packaging will be the key battleground for nations seeking to establish tech leadership. Read more: Chip Packaging Is the Next Battleground for Tech Lead, C
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