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TSMC CoWoS Yield Surpasses 98% as AI Packaging Scales Toward Massive 14 Reticle Designs
AI, Semiconductor, Hardware Angel Morales 8/14/26 AI, Semiconductor, Hardware Angel Morales 8/14/26

TSMC CoWoS Yield Surpasses 98% as AI Packaging Scales Toward Massive 14 Reticle Designs

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Intel Reportedly Adds Overtime Bonuses at Ohio One as EMIB T Nears 2027 Production
Semiconductor Angel Morales 8/4/26 Semiconductor Angel Morales 8/4/26

Intel Reportedly Adds Overtime Bonuses at Ohio One as EMIB T Nears 2027 Production

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Intel Solves Encapsulation Barrier for AI Packages Beyond 7x Reticle Size
Semiconductor, Hardware Angel Morales 7/31/26 Semiconductor, Hardware Angel Morales 7/31/26

Intel Solves Encapsulation Barrier for AI Packages Beyond 7x Reticle Size

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TSMC Raises US Investment to $265 Billion With Four More Arizona Facilities
AI, Semiconductor, Industry Angel Morales 7/17/26 AI, Semiconductor, Industry Angel Morales 7/17/26

TSMC Raises US Investment to $265 Billion With Four More Arizona Facilities

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Intel Foundry Reportedly Secures Major AMD, NVIDIA and OpenAI Design Wins
Semiconductor Angel Morales 7/15/26 Semiconductor Angel Morales 7/15/26

Intel Foundry Reportedly Secures Major AMD, NVIDIA and OpenAI Design Wins

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Intel EMIB T Pushes AI Packaging Beyond 10 Reticle Dies With 12 Gb/s HBM4e Support
Semiconductor Angel Morales 7/13/26 Semiconductor Angel Morales 7/13/26

Intel EMIB T Pushes AI Packaging Beyond 10 Reticle Dies With 12 Gb/s HBM4e Support

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TSMC and Intel Accelerate Glass Packaging Race as Market Targets $8.1 Billion
Semiconductor Angel Morales 6/25/26 Semiconductor Angel Morales 6/25/26

TSMC and Intel Accelerate Glass Packaging Race as Market Targets $8.1 Billion

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JEDEC Approves SPHBM4 to Bring HBM4 Class Bandwidth to More Affordable Packages
Semiconductor, Hardware Angel Morales 6/24/26 Semiconductor, Hardware Angel Morales 6/24/26

JEDEC Approves SPHBM4 to Bring HBM4 Class Bandwidth to More Affordable Packages

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Intel Foundry’s Rio Rancho Facility Could Become The Global Launchpad For Mass Produced Glass Substrates
Semiconductor Angel Morales 5/27/26 Semiconductor Angel Morales 5/27/26

Intel Foundry’s Rio Rancho Facility Could Become The Global Launchpad For Mass Produced Glass Substrates

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NVIDIA’s Rubin Ultra Could Hand Intel a Lifeline if UBS Is Right About EMIB T on a 4 Chip Variant
AI, Hardware, Semiconductor Angel Morales 5/18/26 AI, Hardware, Semiconductor Angel Morales 5/18/26

NVIDIA’s Rubin Ultra Could Hand Intel a Lifeline if UBS Is Right About EMIB T on a 4 Chip Variant

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Ajinomoto Reportedly Eyes 30% ABF Film Price Hike as AI Server Demand Keeps Substrate Market Tight Through 2027
Semiconductor Angel Morales 5/12/26 Semiconductor Angel Morales 5/12/26

Ajinomoto Reportedly Eyes 30% ABF Film Price Hike as AI Server Demand Keeps Substrate Market Tight Through 2027

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Intel Reportedly Places Major Taiwan Equipment Orders to Expand EMIB Capacity as Advanced Packaging Becomes a Bigger AI Battleground
Semiconductor Angel Morales 5/6/26 Semiconductor Angel Morales 5/6/26

Intel Reportedly Places Major Taiwan Equipment Orders to Expand EMIB Capacity as Advanced Packaging Becomes a Bigger AI Battleground

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Intel’s EMIB T Yield Progress Could Decide Google’s Next TPU Packaging Bet, Analyst Says
Semiconductor Angel Morales 5/6/26 Semiconductor Angel Morales 5/6/26

Intel’s EMIB T Yield Progress Could Decide Google’s Next TPU Packaging Bet, Analyst Says

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Intel EMIB Draws Fresh Attention as Analyst Cites 90% Yield and Intel Maps EMIB T Beyond 12x Reticle by 2028
Semiconductor Angel Morales 5/4/26 Semiconductor Angel Morales 5/4/26

Intel EMIB Draws Fresh Attention as Analyst Cites 90% Yield and Intel Maps EMIB T Beyond 12x Reticle by 2028

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SK hynix Verifies 12 Die Hybrid Bonded HBM Stack As HBM4 Packaging Race Accelerates, But Yield Remains Undisclosed
Semiconductor Angel Morales 4/29/26 Semiconductor Angel Morales 4/29/26

SK hynix Verifies 12 Die Hybrid Bonded HBM Stack As HBM4 Packaging Race Accelerates, But Yield Remains Undisclosed

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Intel Backed Glass Substrate Packaging Could Reach Commercialization Within 3 Years As Amkor Signals Progress
Semiconductor, Hardware Angel Morales 4/29/26 Semiconductor, Hardware Angel Morales 4/29/26

Intel Backed Glass Substrate Packaging Could Reach Commercialization Within 3 Years As Amkor Signals Progress

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TSMC CoWoS Supplier GPTC Denies China Technology Leak While Filing Lawsuit Against Former General Manager
Semiconductor, Industry Angel Morales 4/27/26 Semiconductor, Industry Angel Morales 4/27/26

TSMC CoWoS Supplier GPTC Denies China Technology Leak While Filing Lawsuit Against Former General Manager

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OpenAI Patent Outlines AI Chip Design With Up to 20 HBM Stacks, Pointing to a Bigger Packaging Play Beyond Today’s Limits
AI, Hardware Angel Morales 4/23/26 AI, Hardware Angel Morales 4/23/26

OpenAI Patent Outlines AI Chip Design With Up to 20 HBM Stacks, Pointing to a Bigger Packaging Play Beyond Today’s Limits

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TSMC Races to Expand Advanced Packaging Capacity as AI Demand Risks Outrunning Supply
Semiconductor Angel Morales 4/14/26 Semiconductor Angel Morales 4/14/26

TSMC Races to Expand Advanced Packaging Capacity as AI Demand Risks Outrunning Supply

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Intel’s Advanced Packaging Push Is Gaining Real Momentum as Customer Commitments Reach Into the Billions
Semiconductor Angel Morales 4/7/26 Semiconductor Angel Morales 4/7/26

Intel’s Advanced Packaging Push Is Gaining Real Momentum as Customer Commitments Reach Into the Billions

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