➀ SemiWiki celebrates its 14th anniversary; ➁ The author reflects on his journey in the semiconductor industry; ➂ The evolution of SemiWiki from a blog to a leading industry platform.

➀ TSMC's dominance in the semiconductor industry prompts South Korea to consider establishing KSMC; ➁ KSMC aims to support local semiconductor industry development; ➂ Challenges include technological gaps and talent shortages.

➀ Innolux denies plans to sell its plant in southern Taiwan amidst rumors of TSMC's potential purchase. ➁ The AI boom has increased demand for advanced packaging production capacity, driving industry growth. ➂ The situation highlights the strategic importance of semiconductor manufacturing facilities in Taiwan.

➀ AMD is reportedly set to produce next-gen, high-performance HPC AI chips at TSMC's new Arizona fab; ➁ This makes AMD the second major client for the new fab after Apple; ➂ Production is expected to begin in 2025 at TSMC's 5nm process node.

1. TSMC reported record revenue in Q2-2024, indicating the semiconductor industry is recovering from a downcycle. 2. The company introduced its Foundry 2.0 strategy, focusing on advanced packaging and 3D integration. 3. TSMC is transitioning from a components company to a subsystems company, aiming to control more of the supply chain.

1. SK hynix's SSD exports increased by 84% in the first half of 2024 compared to the same period in 2023. 2. The company exported $501 million worth of SSDs in 1H 2024, driven by AI and data center demands. 3. SK hynix is expanding production capacity to meet the growing demand for high-capacity SSDs.

1. SK hynix board approves a 9.4 trillion won investment for the Yongin Semiconductor Cluster. 2. The cluster will house 4 state-of-the-art fabs and a cooperation complex with over 50 local companies. 3. The project aims to establish a global AI semiconductor production base by 2027.

1. TSMC declined NVIDIA's request for a dedicated packaging line for its GPUs. 2. The request was made during a meeting between NVIDIA CEO Jensen Huang and TSMC executives. 3. TSMC is struggling to meet the high demand for advanced packaging capacity due to the booming AI market.

1. The domestic PC market in Japan showed a recovery trend with a 7.9% year-on-year increase in shipments for the first quarter of 2024. However, the month of June saw a significant decrease in shipments, indicating a mixed recovery. 2. Personal PC demand has been particularly weak, with sales consistently below the previous year's levels, except for a brief spike in March 2024. 3. The Copilot+ PC, featuring advanced AI capabilities, has struggled to gain traction, with a market share of less than 1% due to high prices and software compatibility issues.

1. SK Group Chairman Chey Tae-won warns that the AI boom could vanish if it doesn't generate profits, comparing it to the gold rush. 2. Chey predicts NVIDIA's dominance in the AI hardware market could be threatened if competitors like AMD and Arm offer high-quality chips at lower prices. 3. SK Group is pushing for more efficient AI data centers using their technologies and materials.

1. Samsung Foundry secures its first 2nm AI chip order from a Japanese company, Preferred Networks. 2. This move marks a significant shift from TSMC to Samsung for Preferred Networks. 3. The collaboration highlights Samsung's 2nm GAA process technology and Advanced Package technology.

1. AMD plans to adopt glass substrate technology for its next-generation chips by 2025-2026. 2. Glass substrates offer smoother surfaces, thinner profiles, and improved processing speeds and power efficiency. 3. Major companies like Intel, Samsung, and SK Group are also investing in glass substrate technology.

1. The 61st Design Automation Conference (DAC) focused on the theme 'Chips to Systems', reflecting the industry's shift from traditional chip makers to system companies designing their own chips. 2. AI was a prominent topic at the conference, with Nvidia being highlighted as a major beneficiary of the AI surge. 3. The conference showcased a mix of established and new companies, emphasizing the depth of experience within the semiconductor ecosystem.

1. ASML's next-gen Hyper-NA EUV lithography machines are expected to cost $700 million each by 2030; 2. Current High-NA EUV machines cost around $380 million; 3. TSMC and other companies are finding ways to reduce the investment burden of new EUV machines.

1. South Korean lawmaker and former Samsung Electronics president Ko Dong-jim has submitted a new bill for government support of the semiconductor industry, dubbed the 'All-Out War' strategy. 2. The bill aims to centralize semiconductor industry regulations through a proposed 'Presidential Semiconductor Industry Competitiveness Enhancement Committee'. 3. The legislation includes fast-tracking permits, rapid infrastructure construction, legal plans for competitiveness, designation of semiconductor clusters, and government subsidies for production facilities and infrastructure.