➀ OSAT,即外包半导体封装和测试,在半导体行业中扮演着至关重要的角色;➁ 这些公司专注于为集成器件制造商(IDMs)和无晶圆厂公司(fabless companies)设计的半导体设备进行组装和测试;➂ OSAT提供的服务包括将原始硅封装成可用的芯片,并进行严格的测试以确保其功能性和可靠性。
Recent #Fabless companies news in the semiconductor industry
➀ Intel has made a strong move after poor Q3 results, repositioning its foundry unit as an independent operation. This is aimed at attracting US rivals like AMD, Nvidia, and Qualcomm. The US Department of Commerce is encouraging this shift, with half of the world's top ten fabless companies based in the US. ➁ Intel's foundry unit is seen as a viable option for US hyperscalers looking for proprietary SOCs. ➂ With Intel's promise of the world's best foundry process next year, there's potential for significant growth.