Chiplet Industry Trend-芯粒行业方向-2022.11.17

Industry:

1. Policy Updates: NA
2. Market updates:Intel, AMD, Nvidia, Apple increase R&D on chiplets;
3. Techology updates:Intel formed UCIe association aim to control the chiplet ecosystem. CCITA is in process of setting its own Chiplet standards. PIO enjoys a great potential in communication field.
4. Investment updates:China chip packaging firm who have the knowhow on chiplet is enjoy higher stock prices.
5. Company updates:N/A. Intel TSMC may win big from Chiplet.

2022.11.17