Browse Category

TSX:3711 28 August 2025 - 15 December 2025

Chiplets & Advanced Packaging Market Report 2025: AI Demand Fuels 2.5D/3D Integration Boom
Taiwan AI Stocks Slide as “AI-Capex Trade” Cools: TSMC Drops 2% and TAIEX Breaks Below 28,000 (Dec. 15, 2025)

Taiwan AI Stocks Slide as “AI-Capex Trade” Cools: TSMC Drops 2% and TAIEX Breaks Below 28,000 (Dec. 15, 2025)

Taiwan’s AI-linked stocks opened the week with a sharp reality check on Monday, December 15, 2025, as a global “risk-off” wave hit technology shares across Asia. The Taiwan Stock Exchange’s weighted index fell 331.08 points to 27,866.94, with turnover at NT$436.78 billion—a session defined by heavy selling in mega-cap electronics and a rotation toward smaller, theme-driven pockets of the market. Focus Taiwan - CNA English News+2Yahoo Finance Taiwan+2
Chiplets & Advanced Packaging Market Report 2025: AI Demand Fuels 2.5D/3D Integration Boom

Chiplets & Advanced Packaging Market Report 2025: AI Demand Fuels 2.5D/3D Integration Boom

Semiconductor design is undergoing a paradigm shift from giant monolithic chips toward chiplet-based and multi-die architectures. In a chiplet approach, a processor is disaggregated into multiple smaller dies that are later integrated in a package, rather than one large die. This strategy improves manufacturing yield and cost – smaller dies are easier to produce without defects – and allows mixing different process nodes and functions in one package astutegroup.com astutegroup.com. As traditional 2D scaling hits physical and economic limits, chiplets offer a practical path to keep improving performance and functionality astutegroup.com astutegroup.com.
AI PORTFOLIO

Top Stock Picks

Today’s highest-ranked model selections.

#1 STRONG BUY

Constellation Energy

NASDAQ: CEG 95 / 100
#2 BUY

AerCap

NYSE: AER 93 / 100
#3 BUY

Walt Disney

NYSE: DIS 92 / 100
#4 ACCUMULATE

AIG

NYSE: AIG 90 / 100
#5 BUY ON PULLBACK

Cheniere Energy

NYSE: LNG 88 / 100
View full portfolio
Editorial model selection. Not personalised advice.