Troy– Author –
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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... -
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... -
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 ... -
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... -
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... -
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... -
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... -
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 ... -
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 ... -
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...
