2026– date –
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Semiconductor Back-End
Morgan Stanley: TSMC AI Revenue to Triple by 2027, CoWoS Packaging Remains Critical Bottleneck
HTX Insights (Morgan Stanleyレポート引用) International Overview A new report from Morgan Stanley forecasts TSMC's AI-related revenue to surge by 218% to $86.3 billion by 2027, up from $27.1 billion in 2026. However, this explosive growt... -
Semiconductor Back-End
ASE Technology Holding Raises 2026 Capex to $8.5 Billion Driven by Surging AI Advanced Packaging Demand, Launches 15 Expansion Projects in Taiwan & Malaysia
SemiMedia Taiwan Overview ASE Technology Holding, the world's largest OSAT provider, has significantly increased its 2026 capital expenditure plan from $7 billion to $8.5 billion, a 21.4% jump, driven by robust demand from AI servers, HP... -
Semiconductor Back-End
TSMC Boosts CoWoS Capacity, Reducing AI Chip Supply Gap to 10% by Late 2026; Next-Gen CoPoS Pilot Production for NVIDIA’s ‘Feynman’ Slated for 2027
Futuretech Components / Daily Beirut Taiwan Overview TSMC is rapidly expanding its CoWoS advanced packaging capacity to meet surging demand from AI accelerators and HPC applications, projected to narrow the supply-demand gap from 20% to ... -
Semiconductor Back-End
Applied Materials Unveils New Systems to Accelerate DRAM and Advanced Packaging for AI Chips
Applied Materials, Inc. USA Overview Applied Materials has introduced a suite of new material engineering systems designed to accelerate the manufacturing of advanced 3D chip architectures crucial for next-generation AI. These innovation... -
Drug Discovery & DDS
Ionis Forges $30M Ex-US Rare Disease Pact with Recordati, Accelerating Global ASO Reach
Fierce Biotech USA Overview Ionis Pharmaceuticals has secured a $30 million upfront payment from Recordati, granting the Italian firm exclusive ex-US development and commercialization rights for specific rare disease therapies. This stra... -
New Technology
Boehringer Ingelheim Fuels Immunai’s AI with $15M to Unlock T-Cell Secrets for Cancer, Autoimmune Drug Discovery
Fierce Biotech USA Overview Boehringer Ingelheim (BI) has invested $15 million in Immunai's advanced AI platform, initiating a collaborative research agreement. This partnership aims to accelerate drug discovery for cancer and autoimmune... -
Market Trends
Otsuka’s ADHD Therapy Poised for FDA Approval Following Successful Phase 3b Clinical Trial
Fierce Biotech USA Overview Otsuka Pharmaceutical announced positive outcomes from its Phase 3b clinical trial for an Attention-Deficit/Hyperactivity Disorder (ADHD) treatment, marking a crucial step ahead of its U.S. Food and Drug Admin... -
Drug Discovery & DDS
Elixirgen Therapeutics and Nippon Shinyaku Forge Alliance for Next-Gen DMD Therapy EXG-7001
GlobeNewswire Japan Overview Elixirgen Therapeutics and Nippon Shinyaku have signed an option agreement for the development and commercialization of EXG-7001, a promising therapeutic candidate for Duchenne Muscular Dystrophy (DMD). This ... -
New Technology
Bayer and Iambic Therapeutics Partner to Drive Small Molecule Drug Discovery with AI Platform
BioSpace USA Overview Bayer has announced a strategic collaboration with Iambic Therapeutics, leveraging Iambic's advanced AI platforms, Enchant and NeuralPLexer, for small molecule drug discovery. This partnership aims to significantly ... -
Drug Discovery & DDS
Biotech CEOs Anticipate Funding Rebound by Late 2026, Pin Hopes on FDA for Streamlined Drug Development
Endpoints News USA Overview A recent Endpoints 100 survey reveals 62% of biotech CEOs anticipate a significant improvement in the funding environment by late 2026, driven by a recovering IPO market and increased M&A activity. These l...