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TSMC's advanced packaging roadmap changes: CoWoS has a "longer lifecycle," and the next-generation CoPoS will arrive "at the earliest in Q4 2030."

TSMC's advanced packaging roadmap changes: CoWoS has a "longer lifecycle," and the next-generation CoPoS will arrive "at the earliest in Q4 2030."

``` TSMC's advanced packaging technology roadmap is undergoing major adjustments. The mass production timeline for CoPoS has been significantly delayed, elevating the strategic importance of CoWoS. This change will profoundly impact the investment logic of the entire semiconductor packaging supply chain. According to a DigiTimes report on Friday, due

Strait of Hormuz negotiable, nuclear issue hard to resolve? US and Iran may turn to “interim memorandum + 60-day ceasefire extension”

Strait of Hormuz negotiable, nuclear issue hard to resolve? US and Iran may turn to “interim memorandum + 60-day ceasefire extension”

The US-Iran negotiations are quietly lowering their goals as core differences remain unresolved—shifting from seeking a comprehensive peace agreement to using a temporary memorandum to prevent renewed conflict. According to the latest media reports, two Iranian sources revealed that the talks held last weekend in Islamabad failed to achieve

Intensely lobbying Trump, American oil giants do not want to see a "precedent of charging fees for the Strait of Hormuz."

Intensely lobbying Trump, American oil giants do not want to see a "precedent of charging fees for the Strait of Hormuz."

``` Executives in the U.S. oil industry have recently been intensively pressuring the Trump administration, demanding a clear rejection of any form of Strait transit fee arrangement in negotiations with Iran. Recently, several industry executives directly told the media that the only way to resolve the current global energy crisis

"Mass layoffs" sweep Silicon Valley—company willingness "grows stronger," employee reemployment "grows harder."

"Mass layoffs" sweep Silicon Valley—company willingness "grows stronger," employee reemployment "grows harder."

Snap cuts 16% of its employees, Block slashes 40% of its workforce, Oracle makes large-scale job reductions—Silicon Valley is entering a “mass layoff” era. Since the rise of AI, Silicon Valley companies no longer reduce staff in gradual, moderate ways. Increasingly, they opt for one-off downsizing, laying off large

The Iran war has reached a point where 12 countries "can no longer hold on," and India believes that the destruction is "as severe as the pandemic."

The Iran war has reached a point where 12 countries "can no longer hold on," and India believes that the destruction is "as severe as the pandemic."

``` The "bill" of war is spreading across the globe. From April 15 to 16, at the IMF and World Bank Spring Meetings held in Washington, two news items emerged simultaneously, outlining the intensity of the impact of the Middle East conflict on the global economy. According to Reuters,

Triggering heated discussion! Former U.S. Treasury Secretary Paulson: The United States needs an "emergency plan" to deal with the collapse in demand for U.S. debt.

Triggering heated discussion! Former U.S. Treasury Secretary Paulson: The United States needs an "emergency plan" to deal with the collapse in demand for U.S. debt.

``` Former U.S. Treasury Secretary Henry Paulson has issued a warning, calling on U.S. policymakers to prepare contingency plans in advance to guard against a catastrophic drop in demand for U.S. Treasury bonds, and warned that if a crisis erupts in the government bond market, it would severely

"12 consecutive gains," 41% increase! AMD is achieving its "best performance in history."

"12 consecutive gains," 41% increase! AMD is achieving its "best performance in history."

``` AMD’s stock price has risen for twelve consecutive trading days, with a cumulative increase of 41%, setting the longest rally in more than twenty years. Behind this is the market’s revaluation of the strategic value of server CPUs. On Thursday, AMD’s stock rose by 7.8% in