November 2026– date –
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Business Trends
ASE and SPIL: AMD Venice PLP Roadmap and Broadcom Joint Venture
Blocktempo Taiwan Overview ASE has showcased a panel-level packaging (PLP) solution for AMD's Venice server processors, targeting initial production in Q1 2027. Simultaneously, SPIL received approval for a $400 million joint venture with... -
Market Trends
CoPoS Packaging: TSMC and Samsung’s Shift to Panel-Level RDL
36Kr Europe China Overview The industry is shifting from CoWoS to CoPoS (Chip-on-Panel-on-Substrate) to overcome area utilization limits in GPU and HBM integration. By replacing circular wafers with rectangular panels up to 515×510mm, ma... -
Business Trends
Micron DRAM Roadmap: Wafer Bonding and High-NA EUV for 2028
Xenospectrum USA Overview Micron plans to integrate wafer bonding and High-NA EUV lithography into its next-generation DRAM to enable vHBM and vEIM mass production by 2028. The strategy prioritizes the optimization of 6F² cells over 4F² ... -
Business Trends
AI Chip Packaging: CoWoS-L vs EMIB-T Roadmap through 2028
BigGo Finance Overview AI chip package sizes are expanding toward and beyond the reticle limit to accommodate increasing compute and memory bandwidth demands. TSMC's CoWoS-L is expected to remain the mainstream solution through 2028, whi... -
New Technology
CB1R Molecular Glue Degraders: Cancer Therapy Strategy for 2026
npj Drug Discovery Overview Researchers have developed covalent molecular glue degraders, specifically MG-CB2, to reduce the abundance of cannabinoid receptor type 1 (CB1R) in cancer cells. The approach targets the ubiquitin-proteasome s... -
Business Trends
MAGEA11-Recruiting PROTACs: Cancer-Selective BET Degradation
npj Drug Discovery Overview Researchers have developed the first PROTAC that recruits the tissue-specific E3 ligase scaffolding protein MAGEA11 to achieve cancer-restricted protein degradation. Lead compound 105B degrades BET proteins in... -
New Technology
JNJ-6143: Phase 1 results for RIPTAC in advanced prostate cancer
AOL USA Overview Johnson & Johnson reported a 75% complete or partial tumor response rate in patients with advanced prostate cancer treated with JNJ-6143. The once-daily oral molecule demonstrated significant PSA reductions in patien... -
New Technology
Sacituzumab Tirumotecan: Survival Gains in Recurrent Endometrial Cancer
Inside Precision Medicine USA Overview Sacituzumab tirumotecan (sac-TMT) significantly extended overall survival to 19.0 months compared to 12.1 months for conventional chemotherapy in patients with advanced or recurrent endometrial canc... -
Business Trends
FDA Gene Editing Guidance: BLA Process and IFS for Rare Diseases
Pharmaceutical Technology (PharmTech) USA Overview The FDA has issued draft guidance allowing biologics license applications (BLAs) for individualized genome editing products to add patient-specific variants without new clinical trials. ... -
New Technology
FDA Gene Therapy Guidance: Expediting Personalized BLA Approvals
BioSpace USA Overview The FDA and CMS have introduced a draft guidance allowing a single Biologics License Application (BLA) to cover multiple personalized gene therapy variants. This framework, combined with the expansion of the CMS Cel...