Tag: Advanced packaging (semiconductors)

Assistive TechnologySemiconductors

Apple’s Decade-Long Reign as TSMC’s Top Customer Threatened by NVIDIA’s AI Surge

Apple’s decade-long position as TSMC’s largest customer faces unprecedented challenge from NVIDIA’s AI computing demands. High Performance Computing orders now represent 60% of TSMC’s Q2 2025 revenue, with NVIDIA securing massive advanced packaging capacity. The semiconductor landscape is shifting as AI workloads reshape industry dynamics.

Apple’s Dominant Position Faces Unprecedented Challenge

For the past decade, Apple has maintained its position as TSMC‘s largest customer, but industry reports indicate this longstanding relationship may face its most significant test yet. According to the latest analysis, Apple accounted for 24 percent of the semiconductor giant’s revenue throughout 2024, though sources suggest this dominance could be challenged by surging demand for artificial intelligence and high-performance computing components.

by Ethan Reynolds PhD
Assistive TechnologyInfrastructure

Nvidia, BlackRock Lead $40B Data Center Acquisition to Expand AI Infrastructure

A consortium including Nvidia, BlackRock, and Microsoft is acquiring Aligned Data Centers in a deal reportedly worth approximately $40 billion. The transaction represents one of the largest infrastructure investments targeting the rapidly expanding artificial intelligence sector, according to industry reports.

Major AI Infrastructure Acquisition

A consortium including BlackRock, Nvidia, and Microsoft is acquiring Aligned Data Centers in what sources indicate is an approximately $40 billion deal, marking one of the largest infrastructure investments targeting the expanding artificial intelligence sector. The acquisition comes as analysts suggest top AI developers are flooding the booming sector with resources to address the electricity and infrastructure requirements needed to support advanced AI technology.

by Megan Carter
Assistive TechnologyGaming Hardware

Samsung Returns to iPhone Camera Supply Chain as Suppliers Invest $123M for iPhone 18 Sensors

South Korean testing firm Doosan Tesna is investing $123 million in new equipment to support Samsung’s image sensor production for the iPhone 18. This marks Samsung’s first major return to Apple’s camera supply chain in nearly a decade, potentially disrupting Sony’s long-standing dominance in iPhone camera components.

Major Supply Chain Shifts for iPhone 18 Camera System

The iPhone 18 is already driving significant changes throughout the supply chain, with Samsung Electronics expanding production of advanced image sensors that will reportedly supply Apple’s 2027 flagship device, according to industry reports from The Elec.

by Megan Carter
Gaming HardwareInternational Business and Trade

iPhone 17 Preorders Surge as Global Smartphone Market Defies Economic Headwinds

Global smartphone shipments increased 2.6% in Q3 2025 despite economic uncertainty, with iPhone 17 preorders outpacing last year’s model. Samsung maintained market leadership while premium devices continued to drive growth across the industry.

Despite ongoing tariffs and economic uncertainty, global smartphone shipments increased 2.6% in the third quarter of 2025 compared to the same period last year, with iPhone 17 preorders significantly outpacing last year’s iPhone 16 launch according to the International Data Corporation. The sustained growth in premium device sales, including Apple’s latest iPhone and Samsung’s newest foldables, demonstrates remarkable consumer resilience in the face of economic pressures that industry experts note would typically suppress high-end purchases.

Smartphone Market Defies Economic Expectations

by Megan Carter
Assistive TechnologyManufacturing

** Amkor Breaks Ground on $7 Billion OSAT Plant in Peoria, Arizona

** Amkor Technology has broken ground on its new outsourced semiconductor assembly and test (OSAT) campus in Peoria, Arizona. The $7 billion project, supported by CHIPS Act funding, will feature 750,000 sq ft of cleanroom space and create up to 3,000 jobs. Production is scheduled to begin in early 2028, with key partnerships including TSMC, Nvidia, and Apple. **CONTENT:**

Amkor Technology has officially broken ground on its new outsourced semiconductor assembly and test (OSAT) plant in Peoria, Arizona, marking a major milestone in U.S. semiconductor manufacturing expansion. The facility represents a potential $7 billion investment that will create thousands of jobs and strengthen the domestic semiconductor supply chain, supported by significant funding from the CHIPS and Science Act.

by Megan Carter