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HBM Identified as Primary Bottleneck for AI Chip Manufacturing; Nvidia, Google, AMD, Amazon Consumed 90% of Global Supply in 2025
New Market Pitch USA Overview High Bandwidth Memory (HBM) has emerged as the most significant bottleneck in AI chip manufacturing, surpassing advanced packaging technologies like CoWoS. According to Epoch AI estimates, just four companie... -
TSMC to Boost 2nm and 3nm Advanced Process Capacity by up to 22% by Mid-2027 to Meet Soaring AI/HPC Demand
BigGo Finance Taiwan Overview TSMC plans a significant capacity expansion for its 2nm and 3nm advanced processes to meet surging demand for AI and HPC chips. The 2nm monthly capacity is projected to increase by approximately 22% to 110,0... -
TSMC to Double CoWoS Advanced Packaging Capacity to 260,000 Wafers/Month by 2028, Driving OSAT and Intel Orders Amid Supply Crunch
BigGo Finance Taiwan Overview TSMC plans to double its CoWoS advanced packaging capacity from 130,000 wafers/month to 260,000 wafers/month by the end of 2028, primarily driven by surging AI chip demand. This expansion, centered on its AP... -
Arbutus & Genevant Sue Federal Government for Patent Infringement on Moderna mRNA Vaccine LNP Components
Patent Docs United States Overview On September 11, 2026, Arbutus Biopharma and Genevant Sciences filed a patent infringement lawsuit against the U.S. Federal Government regarding the lipid nanoparticle (LNP) components used in Moderna’s... -
Korsana Biosciences Secures $380 Million in PIPE Financing to Advance Alzheimer’s Disease Pipeline
Panabee (Korsana Biosciences) United States Overview On September 10, 2026, Korsana Biosciences successfully completed a $380 million PIPE (Private Investment in Public Equity) financing to accelerate its Alzheimer's disease (AD) therape... -
Samsung Biologics Secures $262M Manufacturing Contract with European Pharma Amid Peptide Expansion and CDMO Capacity Growth
BioProcess International South Korea Overview On September 10, 2026, Samsung Biologics announced a $262 million manufacturing agreement with an undisclosed European pharmaceutical company. This substantial contract will further accelerat... -
Evonik Breaks Ground on Biotechnology Expansion in Slovakia, Strengthening European Pharmaceutical Manufacturing Hub
Evonik Germany Overview On September 14, 2026, Evonik initiated construction for a significant biotechnology manufacturing expansion at its Fermín site in Slovakia. This investment aims to bolster the company's production capacity for ac... -
Lonza to Build New Spray-Drying Facility in Oregon, US, Bolstering CDMO Capabilities in Particle Engineering for Enhanced Bioavailability
SWI swissinfo.ch Switzerland Overview Lonza, a leading Swiss CDMO, announced on September 10, 2026, plans to construct a new state-of-the-art manufacturing facility in Bend, Oregon, specialized in spray-drying technology. Expected to be ... -
Prelude Therapeutics Receives IND Clearance for Oral KAT6A Degrader PRT13722 in HR+/HER2- Breast Cancer Phase 1 Study
MarketBeat USA Overview On September 10, 2026, Prelude Therapeutics announced FDA Investigational New Drug (IND) clearance for PRT13722, an oral KAT6A selective degrader. This compound is being developed for HR-positive/HER2-negative bre... -
FDA Approves Multiple Novel Cancer Therapeutics, Including Multi-Selective RAS(ON) Inhibitor Daraxonrasib and Next-Gen ADCs for Difficult-to-Treat Cancers
The ASCO Post USA Overview The U.S. FDA announced several groundbreaking cancer drug approvals on September 10, 2026, including daraxonrasib, a multi-selective RAS(ON) inhibitor, for metastatic pancreatic adenocarcinoma. Other approvals ...
