According to Wccftech, TSMC's CoWoS advanced packaging capacity faces increasing supply constraints, creating production bottlenecks. In response, Intel's EMIB (Embedded Multi-die Interconnect Bridge) technology is emerging as an alternative solution. The two advanced packaging technologies differ significantly in their applications and technical characteristics, offering distinct advantages for different use cases.
Oracle and OpenAI have decided to halt expansion of their largest data center campus in Texas, developed by Crusoe. The decision will impact NVIDIA's deployment strategy for its next-generation AI chip, Vera Rubin. The facility was a critical infrastructure for both companies' AI computing needs, reflecting a reassessment of data center expansion requirements in the market.
Anthropic, developer of AI chatbot Claude, has established an "early warning system" to track which U.S. jobs face the greatest AI impact. Research indicates many white-collar positions are on the frontline of AI disruption. Growing concerns about job displacement for young job seekers and employment security for older workers have intensified as generative AI capabilities advance. Companies like Amazon and Block cited AI factors in recent layoffs. Researchers analyzed the gap between AI capabilities and workplace applications to provide early warnings.
Taiwan Semiconductor Manufacturing Company (TSMC) launched its 2026 campus recruitment drive, planning to hire approximately 8,000 new employees in Taiwan, including engineers and technicians. Master's degree graduates in engineering positions will receive an average annual compensation of NT$2.2 million. Recruitment spans seven locations including Taoyuan, Hsinchu, and Miaoli, covering 17 fields such as electrical engineering, electronics, and computer science, welcoming both fresh graduates and experienced professionals.
Taiwan Semiconductor Manufacturing Company (TSMC) has launched its 2026 campus recruitment campaign, planning to hire approximately 8,000 new employees in Taiwan, including engineers and technicians. To support business growth and technology development, TSMC offers competitive compensation packages, with master's degree engineers earning an average annual salary of 2.2 million TWD. This initiative demonstrates TSMC's continued commitment to talent acquisition and expansion.
Taiwan's National Science and Technology Council unveiled the "AI New Ten Major Constructions - High-Speed Quantum Computing National Strategy" yesterday. Quantum computing has the potential to surpass supercomputer limits but could also break current encryption systems, posing cybersecurity and national security risks. The technology has become a focus of global military competition. Taiwan will showcase superconducting quantum bit chips and cryogenic control modules, advancing quantum computing from research toward practical applications.
U.S. ASIC manufacturer Marvell Technology exceeded expectations with better-than-anticipated last quarter revenue and current quarter guidance. The company's data center business is growing at record pace. Marvell raised its full-year revenue forecast and projects next year's revenue will approach $15 billion, surprising Wall Street and driving a 16% stock surge in early trading on the 6th.
Cloud infrastructure giant Oracle is planning to lay off thousands of employees to alleviate financial pressure from its massive expansion of artificial intelligence data center operations. The company has invested heavily in AI infrastructure in recent years, and this layoff decision reflects its effort to balance business growth with cost management.
According to The Verge, OpenAI has released its latest AI model, GPT-5.4, which combines advanced reasoning and coding capabilities with professional tools including spreadsheets, documents, and presentations. This is OpenAI's first model with native computer operation abilities, enabling it to perform tasks on behalf of users across different applications.
Marvell Technology's stock jumped 22% on Friday following better-than-expected quarterly results. The chipmaker reported adjusted earnings per share of $0.80, exceeding analyst expectations of $0.79, and fourth-quarter revenue of $2.2 billion, surpassing the estimated $2.1 billion. CEO Matt Murphy expressed confidence in future growth prospects, citing sustained artificial intelligence demand driving data center business expansion.