From CoWoS to CoPoS, Taiwan Semiconductor’s glass substrate validation breakthrough overcomes packaging performance bottlenecks

Taiwan Semiconductor has disclosed for the first time the results of joint validation with Ibiden and Innolux on integrating glass substrates into its CoWoS advanced packaging technology. Data show that glass substrates can reduce package warpage by 16%, lower the coefficient of thermal expansion by 19%, increase elastic modulus by 31%, and decrease power delivery resistance and inductance by 27% and 42%, respectively. Taiwan Semiconductor also revealed that packaging competition is shifting from CoWoS to CoPoS, marking the official start of the industrial validation phase for glass substrates.

wallstreetcn10:49

U.S. stock index futures trade sideways; SpaceX surges again in pre-market trading, with market cap approaching Amazon | Tonight's Highlights

① SpaceX will acquire U.S.-based AI software company Anysphere through a merger; ② Taiwan Semiconductor has reportedly issued a glass substrate development plan to its supply chain, publicly disclosing its technical progress for the first time; ③ Qualcomm is reportedly in talks to acquire AI chip startup Tenstorrent.

cls.cn27minutes ago

Too cold at the top? Bank of America fund manager survey: Over half of managers believe AI is still in a 'boom phase,' but some are 'cashing out from elevated positions.'

A Bank of America survey shows that 56% of fund managers believe AI is still in a 'boom phase,' and 80% consider long positions in semiconductors to be the most crowded trade in history. As concerns over an AI bubble intensify, institutions have begun reducing exposure to technology stocks and global equities at elevated levels, increasing cash allocations, and shifting some capital toward defensive sectors such as financials and telecommunications—though most investors remain optimistic about AI’s long-term outlook.

wallstreetcn19:10

Spending soars to $34 billion! OpenAI continues aggressive cash burn ahead of IPO as the AI arms race enters an era of surging revenue alongside deepening losses.

OpenAI's preliminary financial figures for 2025 exhibit the classic pattern of 'hypergrowth coupled with hyper cash burn.'

Zhitong Finance16:51

Cathie Wood Dumps Millions Worth Of Tesla, Palantir, Roku, AMD And More Even As TSLA Stock Pops On SpaceX Merger Buzz

Benzinga11:28

Express News | Golden Morning Brief | Key Overnight Developments – June 16

Breakings07:30