2026– date –
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Powertech and Broadcom Launch $400M Singapore Joint Venture to Expand FOPLP Manufacturing for AI ASICs
Taipei Times Taiwan Overview Powertech Technology has approved a $400 million joint venture with Broadcom in Singapore to establish advanced Panel-Level Packaging (PLP) manufacturing capabilities, focusing on additive fine-line RDL techn... -
BESI Records All-Time High Orders with 128.8% Y-o-Y Growth Driven by AI Packaging and Hybrid Bonding Demand
BE Semiconductor Industries N.V. Netherlands Overview BE Semiconductor Industries (BESI), a Dutch equipment manufacturer, reported a record €292.9 million in orders for Q2 2026, marking a 128.8% year-on-year increase, fueled by strong de... -
NVIDIA Commits $1.5B Prepayment to Amkor for U.S. AI Chip Advanced Packaging Expansion by 2028
ETElectronics USA Overview NVIDIA is investing $1.5 billion in Amkor Technology through an upfront payment to significantly expand its advanced packaging capacity for AI chips in the U.S. This strategic partnership ensures NVIDIA's acces... -
Advanced Package Substrate Market Heats Up: Ibiden Leads with $3.2 Billion Investment, Samsung Electro-Mechanics Challenges with Glass Substrates, Technical Hurdles Emerge
MK Japan Overview The package substrate market, crucial for AI semiconductor performance, is intensifying with major investments and technological competition. Japan's Ibiden maintains dominant leadership with ~35% market share, investin... -
AMD’s Helios AI Rack Challenges NVIDIA with HBM4 Memory Edge, Securing Microsoft as Customer; 2nm Process CPU Also Noted
TrendForce Taiwan Overview AMD's 'Helios AI Rack' is challenging NVIDIA's dominance in the AI market with its HBM4 memory advantage, securing Microsoft as a new key customer. The Helios rack is optimized for AI model training and inferen... -
HBM4 Competition Shifts to Cooling Technology Amid Hybrid Bonding Delays and Nvidia’s Next-Gen GPU Trends
DigiTimes Taiwan Overview Industry experts note that the focus of competition in the 6th-generation High-Bandwidth Memory (HBM4) market is shifting towards cooling technology, against the backdrop of delays in hybrid bonding adoption. HB... -
Co-Packaged Optics (CPO) Demand Reshapes AI Chip Supply Chains, Shifting Towards Higher Bandwidth and Lower Power Consumption
Astute Group UK Overview The surging demand for Co-Packaged Optics (CPO) is fundamentally reshaping semiconductor manufacturing priorities across advanced packaging and AI processor supply chains. As AI clusters increasingly require high... -
SK Hynix Reapproves 7.1 Trillion Won Investment for Cheongju P&T7, Significantly Bolstering Advanced Packaging Capacity for HBM and AI Memory
The Elec South Korea Overview SK Hynix has reapproved a 7.1 trillion won (approximately $5.5 billion) investment for its Cheongju P&T7 project, aiming to significantly bolster its advanced packaging capacity for AI memory products, i... -
PM Modi Inaugurates Kaynes Semicon’s ₹33 Billion OSAT Facility in Gujarat, Targeting 2.3 Billion Chips Annually and 5,000 Jobs
YouTube (ANI News) India Overview Indian Prime Minister Narendra Modi announced the inauguration of Kaynes Semicon's OSAT (Outsourced Semiconductor Assembly and Test) facility in Sanand, Gujarat, which commenced commercial production on ... -
South Korean Semiconductor Giants Samsung and SK Hynix Plan $518 Billion Mega-Investment to Double DRAM Production, Reshaping AI Chip Market
CoinDesk South Korea Overview South Korean semiconductor giants Samsung Electronics and SK Hynix have announced massive investment plans totaling approximately $518 billion (about 80 trillion JPY) over the next five years. This capital w...
