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UMC and AP Memory team up on AI power delivery as Gen2D silicon capacitor clears validation
UMC and AP Memory announced a technology and manufacturing collaboration on Oct. 22 to embed capacitors directly in the interposer or substrate, shortening the power delivery path for AI systems; AP Memory's Gen2D silicon capacitor design has completed tape-out and initial functional validation.
Why it matters
Rapidly scaling AI workloads are placing unprecedented demands on power delivery inside computing systems. The traditional approach puts power stabilization components on the circuit board; the new architecture embeds capacitors directly in the interposer or substrate, shortening the power delivery path, improving power integrity and supporting more efficient voltage regulation inside advanced packages.
Full report
United Microelectronics Corporation (UMC, NYSE: UMC; TWSE: 2303) and AP Memory (TWSE: 6531) announced the technology and manufacturing collaboration on Oct. 22, 2026, in Hsinchu, Taiwan, to advance power delivery solutions for AI and high-performance computing (HPC) systems. The partnership combines UMC's deep trench capacitor (DTC) foundry technology and scalable wafer manufacturing with AP Memory's silicon capacitor designs and system-level integration, targeting the power efficiency challenges of next-generation data centers.
The collaboration reached a significant milestone in the third quarter of 2026: AP Memory's S-SiCap Gen2D discrete silicon capacitor designs completed tape-out and initial functional validation. The next step is comprehensive system-level performance and reliability testing of capacitors in substrate packages, supporting a range of capacitance and operating voltage requirements. The companies are also exploring extending the collaboration to other product lines, including capacitor-embedded interposers and landside capacitors for diverse system designs.
According to the companies, UMC operates 12 fabs with combined capacity of more than 400,000 wafers per month in 12-inch equivalents. AP Memory is a fabless design company whose products include IoT memory, AI memory solutions and silicon capacitors.
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