# Ming-Chi Kuo
Latest news and articles about Ming-Chi Kuo
Total: 6 articles found
The Glass Substrate Evolution: TSMC’s 2028 Roadmap and the Future of Advanced Packaging
TSMC's next-gen CoPoS packaging is expected to enter mass production in H2 2028, utilizing a hybrid structure of glass substrates and ABF film rather than a full replacement of traditional materials.
Apple’s Spatial Reality Check: Scaling Back the Vision Pro for an AI-First Future
Apple is reportedly scaling back its Vision Pro roadmap under the direction of heir-apparent John Ternus, shifting focus from high-end mixed-reality headsets to lightweight AI-powered glasses. The move reflects a strategic pivot toward mass-market wearables after the Vision Pro's tepid reception and high price point.
Intel’s Packaging Breakthrough Challenges TSMC’s AI Hegemony
Intel has achieved a 90% yield for its EMIB-T advanced packaging, positioning itself to win Google's next-generation TPU v8e contract. This technical milestone offers a viable alternative to TSMC's capacity-constrained CoWoS packaging for AI chip designers looking for better cost and power efficiency.
Silicon Sovereignty: OpenAI’s Hardware Gambit to Define the Post-App Era
OpenAI is reportedly developing its own smartphone for 2028, partnering with MediaTek and Luxshare to build a hardware ecosystem centered on autonomous AI agents. The move represents a strategic effort to bypass existing mobile gatekeepers and capture real-time user context through a vertically integrated hardware-software stack.
Beyond the Chatbox: OpenAI’s Hardware Gambit and the Race for the AI-Native Smartphone
OpenAI is reportedly developing its own smartphone and proprietary processors in collaboration with MediaTek, Qualcomm, and Luxshare for a 2028 release. This move signals a strategic shift toward vertical integration, aiming to replace the app-centric mobile model with a task-oriented AI agent ecosystem.
Apple’s Foldable Gambit: A $2,000 Redesign to Reclaim the Premium Throne
Apple is developing a premium foldable iPhone expected to launch around 2026, featuring a $1,999 price tag and a major design shift from Face ID to side-mounted Touch ID. The device will utilize 2nm chip technology and optimized multitasking software to challenge Samsung’s dominance in the high-end foldable market.