台积电此次发表新的逻辑制程、特殊制程、先进封装和3D芯片堆叠技术，为广泛的高效能运算 (HPC)、智能型手机、汽车和物联网(IoT) 技术平台做出贡献，驱动产品创新。 台积电继续推进CoWoS 技术，以满足AI 对更多逻辑和高频宽存储(HBM) 永无止境的需求。台积 电计划在2027年量产9.5倍光罩尺寸的CoWoS，从而能够以台积电先进逻辑技术将12 个或更多的 HBM 堆叠整合到一个封装中。 台积电继2024年发表革命性系统级晶圆(TSMC-SoW) 技术，今年再次推出以CoWoS 技术为基础 的SoW-X，以打造一个拥有当前CoWoS 解决方案40 倍运算能力的晶圆尺寸系统，SoW-X 计划于 2027 年量产。 如果您希望可以时常见面，欢迎标星收藏哦~ 来源：内容来自 钜亨网 ，谢谢。 台积电今(24) 日举办2025 年北美技术论坛，会中除了推出A14制程技术，也还发表众多新技术， 其 中 包 括 继 续 推 进 CoWoS 技 术 ， 计 划 在 2027 年 量 产 9.5 倍 光 罩 尺 寸 的 CoWoS ， 相 较 现 阶 段 CoWoS-L 的3.3 倍以及去年推出的8 倍，技术进一步大 ...

Core Viewpoint - TSMC is advancing its technology offerings, including the introduction of A14 process technology and enhancements in CoWoS technology, to meet the increasing demands of AI and high-performance computing applications [1][2]. Group 1: Technology Advancements - TSMC plans to mass-produce a 9.5x mask size CoWoS technology by 2027, which will allow for the integration of 12 or more HBM stacks into a single package, significantly upgrading from the current 3.3x CoWoS-L and last year's 8x [1]. - The introduction of SoW-X, based on CoWoS technology, aims to achieve 40 times the computational power of current CoWoS solutions, with plans for mass production in 2027 [2]. - New solutions include the compact general-purpose optical engine (COUPE) technology for silicon photonics integration and an integrated voltage regulator (IVR) for AI applications, offering 5 times the vertical power density compared to independent power management chips [2]. Group 2: Applications in Various Sectors - In the automotive sector, TSMC is addressing the stringent computational requirements of advanced driver-assistance systems (ADAS) and autonomous vehicles (AV) with its N3A process, which is nearing the final stage of AEC-Q100 Level 1 validation [3]. - For IoT applications, TSMC's ultra-low power N6e process is now in production, aimed at enhancing energy efficiency for edge AI tasks [3]. - The latest RF technology, N4C RF, supports high-speed, low-latency wireless connections for AI demands, providing a 30% reduction in power and area compared to N6RF+, with trial production expected in Q1 2026 [2].

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Financial Data and Key Metrics Changes - For the year ending December 31, 2024, the company mined approximately 3.34 Bitcoin and generated mining revenues of approximately $20.5 million, compared to 7.40 Bitcoin and revenues of approximately $21.1 million for the year ending December 31, 2023 [16] - Breakeven costs per Bitcoin for 2024 were $47,359, significantly higher than $18,192 for 2023, reflecting the halving event and a 66% increase in global hash rate [16][17] - Adjusted EBITDA for 2024 was approximately negative $5.5 million, a decline from $94,000 in 2023, impacted by $6 million in one-time legal and marketing fees [17][18] - The company recognized a net income of approximately $401,000 for Q4 2024, compared to a net loss of approximately $10.9 million for Q4 2023 [19][21] Business Line Data and Key Metrics Changes - The company mined 334 Bitcoin in 2024, a decrease from the previous year, indicating challenges in the mining segment [6] - The focus has shifted from Bitcoin mining as a primary revenue source to developing power assets for high-performance computing (HPC) and AI data centers [10][11] Market Data and Key Metrics Changes - The company noted a significant increase in global power demand driven by AI, estimating a 50% to 70% increase in power consumption in North America over the next five years [8] - The company aims to position itself as a leader in sustainable computing infrastructure, capitalizing on the growing demand for HPC and AI computing [29] Company Strategy and Development Direction - The company is transitioning from Bitcoin mining to developing energy assets, particularly natural gas, to support HPC and AI data centers [11][26] - The acquisition of Captus is a strategic move to become a major player in the HPC and AI computing infrastructure market, with potential power capacity of up to 4 gigawatts [14][27] - The management team has been strengthened, and a debt restructuring has improved the company's financial position [12][24] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the competitive nature of Bitcoin mining and the need to control energy costs to remain profitable [7] - The company is optimistic about the future, focusing on executing its strategic shift and maximizing shareholder value [30][31] Other Important Information - The company completed a debt restructuring with Anchorage Digital, converting $19.6 million of debt to equity, which has improved cash flow and reduced liabilities [22][24] - The management team and board members have personally invested in the company's equity raise, indicating strong confidence in the company's direction [14] Q&A Session Summary Question: Status of Ericsson in BC - The company terminated the original agreement to acquire 500 wells in British Columbia but is still interested in acquiring a subset of those assets with significant production and manageable liabilities [35][36] Question: Details on Captus and latency - The Captus site is approximately one hour outside Calgary and has excellent latency due to proximity to fiber connections [41] Question: Development and capital relationships - The company plans to secure the asset first, then develop the initial 136 megawatts while engaging potential customers and capital partners [52][51] Question: Competitiveness of Captus acquisition - There was significant interest in Captus, and the management team believes their commitment to the project helped secure the asset [56]

As filed with the Securities and Exchange Commission on February 28, 2025 Registration No. 333- SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 AELUMA, INC. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or organization) (Primary Standard Industrial Classification Code Number) Delaware 3674 85-2807351 (I.R.S. Employer Identification Number) 27 Castilian Drive Goleta, California 93 ...