September 2026– date –
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Market Trends
ASE Technology: AI revenue growth and 17.8B TWD fab specs
Seeking Alpha Taiwan Overview ASE Technology Holding (ASX) reported a significant acceleration in revenue and margin growth, driven by surging advanced packaging demand for AI and HPC. Q2 2026 saw a 26.7% year-on-year revenue increase, w... -
Business Trends
Samsung & SK Hynix HBM4: Production timeline and 80% yields
Businesskorea South Korea Overview Samsung Electronics and SK hynix are accelerating HBM production schedules due to intensified supply-demand imbalance driven by expanding AI data center investments. Samsung plans to nearly double HBM4 ... -
New Technology
Synopsys A14: TSMC multi-die design and UCIe 64G specs
The Register UK Overview Synopsys has expanded its advanced node design collaboration with TSMC, enhancing support for A14 design flows, AI-driven automation, and multi-die systems using CoWoS and Co-packaged optics. Key N2P milestones i... -
New Technology
UCIe 3.0 explained: PCIe chiplet integration for AI and HPC
Verification Horizons USA Overview Universal Chiplet Interconnect Express (UCIe) 3.0 is transforming PCIe implementation by providing a standardized interconnect for optimized die-to-die communication in chiplet architectures. This enabl... -
Business Trends
Samsung HBM4: 2027 production specs and glass carrier volume
BigGo Finance South Korea Overview Samsung Electronics plans to at least double its HBM4 family production next year, with glass carrier outsourcing for cleaning expanding 2.5-fold from 20,000 to 50,000 wafers per month. HBM4 yield has s... -
New Technology
TSMC CoWoS: 2028 capacity roadmap and production timeline
SemiWiki USA Overview TSMC plans to double its Chip-on-Wafer-on-Substrate (CoWoS) production capacity to 260,000 300mm wafers per month by 2028, up from 130,000 at the end of 2026. This aggressive expansion addresses the surging demand f... -
New Technology
AlphaFold: 2,800+ AI viral protein structures explained
Mirage News International Overview AlphaFold has significantly expanded its database to include AI-predicted protein complex structures for over 2,800 viruses, prioritizing those known to infect humans, to enhance global pandemic prepare... -
Market Trends
UZEDY: Teva’s risperidone real-world data and cost specs
Teva (Press Release) Israel Overview Teva announced new real-world data at Psych Congress 2026, demonstrating that UZEDY® (risperidone extended-release injectable) for schizophrenia significantly improved treatment adherence and reduced ... -
Business Trends
Enicepatide: Roche’s Phase II results for diabetes and obesity
Roche Switzerland Overview On September 22, 2026, Roche announced positive topline Phase II results for its once-weekly dual GLP-1/GIP receptor agonist, enicepatide (CT-388), in adults with type 2 diabetes and overweight or obesity. The ... -
Business Trends
SORT LNPs explained: Novel 5th lipid component for organ delivery
Patsnap Singapore Overview Patsnap's September 18, 2026 analysis highlights Selective Organ Targeting (SORT) Lipid Nanoparticles (LNPs) as a groundbreaking technology for highly efficient, organ-specific delivery of nucleic acid payloads...