Market Trends– category –
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Kioxia Accelerates Next-Gen Memory Mass Production Amid AI Boom, Poised for Dramatic Comeback
Channel News Asia Japan Overview Japanese memory semiconductor giant Kioxia is accelerating preparations for mass production of next-generation memory products, driven by the explosive demand for AI technology. The company aims to streng... -
Nomura Raises TSMC Target Price, Citing AI Infrastructure Cycle as Key Growth Driver
Futu News Taiwan Overview Nomura has upgraded TSMC's target price, attributing its strong growth to the accelerating AI infrastructure cycle. The surging demand for AI chips has led to TSMC's advanced packaging technologies, particularly... -
JCET Shares Soar on Major Investment in Advanced Chip Packaging Capabilities
Morningstar (Dow Jones News) China Overview Shares of China-based OSAT leader JCET Group surged following the announcement of a significant new investment in its advanced chip packaging capabilities. This investment aims to substantially... -
Samsung’s HBM4 Sales Projected to Surpass $10 Billion, Driven by Surging AI Demand
GuruFocus South Korea Overview Samsung Electronics' next-generation High Bandwidth Memory (HBM4) sales are forecast to exceed $10 billion this year, propelled by an explosive surge in AI demand. The company has made substantial investmen... -
ASE Elevates Advanced Packaging Quotes Over 20% Amid Explosive AI Demand Crunch
SiliconAnalysts Taiwan Overview ASE Technology, the world's largest outsourced semiconductor assembly and test (OSAT) provider, has increased its advanced packaging service prices by over 20%. This hike is a direct response to unpreceden... -
Lonza Expands Commercial ADC Payload-Linker Manufacturing Capacity at Visp to Support Growing Oncology Pipeline
BioPharma APAC Switzerland Overview CDMO giant Lonza has announced significant expansion plans for its commercial antibody-drug conjugate (ADC) payload-linker manufacturing capacity at its Visp, Switzerland, site. This strategic investme... -
The Rise of Oral GLP-1 Receptor Agonists: Transforming Diabetes and Obesity Treatment Convenience from Injections to Pills
Pharmacy Times USA Overview The advent of oral GLP-1 receptor agonists (GLP-1RAs) is fundamentally transforming drug administration in diabetes and obesity treatment. Oral formulations are rapidly gaining traction in the previously injec... -
Codexis Pioneers Enzymatic RNA Manufacturing to Scale Beyond Solid-Phase Synthesis, Meeting Demand Exceeding 30 Metric Tons of Oligonucleotide API Annually
Codexis USA Overview Codexis is advancing enzymatic RNA manufacturing to overcome limitations of traditional solid-phase oligonucleotide synthesis (SPOS), significantly enhancing scalability and product quality for RNA therapeutics. This... -
Factorial Energy Begins On-Road EV Solid-State Battery Testing with Stellantis, Targets 80% Manufacturing CAPEX Reduction
Tracxn USA Overview Factorial Energy, in partnership with automotive giant Stellantis, commenced on-road testing of its solid-state batteries for electric vehicles (EVs) in June 2026. The company has shipped thousands of automotive-scale... -
Nio Supplier TIES Unveils New ‘Liquid-Solid Cells’ Adhering to China’s New Standard, Claims Existing Factories Adaptable with <10% Modification
ArenaEV China Overview Nio's battery supplier, Tianmu Lake Institute of Advanced Energy Storage Technologies (TIES), announced new 314Ah and 588Ah 'liquid-solid cells.' Utilizing a proprietary 'in-situ solidification' manufacturing proce...
