Reports
AI-generated structured vendor updates
TSMC
Other
2026-06-17
台积电与Amkor达成亚利桑那先进封装10年期合作
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ARM
Other
High Signal
2026-03-27
Arm Expands into Silicon Products with First Self-Designed AGI CPU
Arm is expanding its compute platform into production silicon for the first time, launching the self-designed Arm AGI CPU for AI data centers and agentic workloads. It targets over 2x performance per rack versus x86 platforms and is backed by lead partner Meta, customers like OpenAI, and a broad OEM/ODM ecosystem.
Apple
Other
High Signal
2026-03-26
Apple Expands American Manufacturing Program, Bolstering Domestic AI and Sensor Supply Chains
Apple announced new partners for its American Manufacturing Program, including Bosch, Cirrus Logic, TDK, and Qnity Electronics, to shift production of critical sensors, semiconductor materials, and AI-related components to the U.S. The move involves a $400 million investment and collaborations with TSMC and GlobalFoundries to establish advanced domestic process capabilities.