2026– date –
-
ABF Substrate Becomes Critical Bottleneck in AI Hardware Supply Chain, Driven by Ajinomoto’s Dominance
専門メディア (分析) Taiwan Overview Ajinomoto Build-up Film (ABF), an essential insulating dielectric for high-performance substrates, has emerged as an unexpected bottleneck in the AI hardware ecosystem due to Ajinomoto Fine-Techno's ne... -
TSMC Unveils SoIC 3D Stacking Roadmap: Achieving 4.5µm Pitch by 2029, Enabling Face-to-Face Chiplet Integration for Fujitsu Monaka CPU
専門メディア Taiwan Overview TSMC has revealed its SoIC (System on Integrated Chips) 3D stacking roadmap, targeting a 4.5-micron pitch by 2029, down from today's 6 microns. This advanced face-to-face (F2F) chiplet stacking technology, pa... -
TSMC Forges Exclusive CoPoS Supply Chain to Secure Next-Gen AI Packaging Dominance
専門メディア Taiwan Overview TSMC is reportedly implementing a highly exclusive supply chain strategy for CoPoS, its next-generation panel-level packaging technology, to solidify its leadership in AI semiconductors. This move, involving ... -
TSMC’s CoWoS Bottleneck Threatens to Delay Google TPU Mass Production to 2027
専門メディア Taiwan Overview Chronic shortages in TSMC's CoWoS advanced packaging capacity are projected to delay mass production of Google's custom AI chips (TPU) until 2027. Despite TSMC's aggressive expansion plans targeting 120,000 w... -
TSMC Accelerates Advanced Packaging Capacity Expansion to Meet Exploding AI Demand
専門メディア Taiwan Overview TSMC is rapidly scaling its advanced CoWoS and SoIC packaging capacity to address the surging demand for AI chips. With 18 new fabs and advanced packaging facilities under construction globally, this expansio... -
Daiichi Sankyo Records Significant Loss Due to ADC Supply ‘Miscalculation’ Despite Strong Enhertu Sales, Raising Risk Management Questions
東洋経済オンライン Japan Overview Japanese pharmaceutical giant Daiichi Sankyo reported a substantial operating profit decrease for FY2025 despite record sales, attributing a 169.5 billion yen loss provision to compensation for Antibody-... -
Curanex Pharmaceuticals Reports Q1 2026 Progress, Phyto-N Advances Towards FDA IND Submission for Ulcerative Colitis and Pipeline Expands to Cancer Cachexia
Taiwan News Taiwan Overview US-based Curanex Pharmaceuticals provided a Q1 2026 update, focusing on its lead drug candidate, Phyto-N. The company is advancing Phyto-N towards a planned Investigational New Drug (IND) submission to the U.S... -
Veritas In Silico Advances mRNA-Targeted Small Molecule Drug Discovery with AI Platform ‘aibVIS,’ Bolstering European Collaborations
Investing.com (Fisco提供) Japan Overview Japanese biotech Veritas In Silico (VIS) is spearheading mRNA-targeted small molecule drug discovery using its proprietary AI platform, "aibVIS." This platform integrates in silico RNA structure a... -
Alteogen Secures Domestic Approval for Aflibercept Biosimilar ‘Eygenpiju’ in South Korea, Accelerating Global Reach
Daum South Korea Overview South Korean biopharmaceutical company Alteogen announced domestic market approval from the Ministry of Food and Drug Safety (MFDS) for 'Eygenpiju' (ALT-L9), its aflibercept biosimilar. This approval follows Eur... -
Celltrion Projected to Achieve First Annual Revenue of 5 Trillion Won (approx. $3.4 Billion) Driven by Expanding European Biosimilar Market Share
BigGo Finance South Korea Overview South Korean biopharmaceutical company Celltrion is projected to reach its first-ever annual revenue exceeding 5 trillion won (approximately $3.4 billion) in 2026, buoyed by robust performance in the Eu...
