Market Trends– category –
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ABF Substrates Emerge as the True Bottleneck in the AI Era, More Critical Than DRAM for High-Performance Computing
Industry Analysis International Overview ABF (Ajinomoto Build-up Film) substrates, not DRAM, are becoming the more critical bottleneck in the AI supply chain. Leading manufacturers like Ibiden and Unimicron are poised to benefit directly... -
Global ABF Substrate Shortage to Persist Through 2028 Due to Soaring AI Demand, Impacting High-End Chip Production
DigiTimes Taiwan Overview The global market for ABF (Ajinomoto Build-up Film) substrates is projected to remain in shortage through 2028, driven by escalating demand for AI hardware. This scarcity directly impacts the production of high-... -
Advanced Packaging Becomes the New Bottleneck for AI Chip Production, Driving Global Capex Race and Nvidia’s Supply Diversification Efforts
The Economy International Overview Advanced packaging, not process technology, is now the primary bottleneck in AI chip production, prompting Nvidia to explore diversifying its CoWoS supply, potentially including Intel's EMIB. This shift... -
Bora Biologics Expands US Biologics Manufacturing Capacity to 20,000 Liters with New Rockville, Maryland Site
PharmaSource USA Overview Bora Biologics has expanded its U.S. drug substance manufacturing platform by adding a new site in Rockville, Maryland. This expansion increases its single-use bioreactor capacity to 20,000 liters, with scalabil... -
Eli Lilly’s Foundayo (orforglipron) Receives FDA Approval, Ushering in a New Era of Oral GLP-1 RAs for Obesity Treatment
2 Minute Medicine USA Overview On April 1, 2026, Eli Lilly's Foundayo (orforglipron) gained FDA approval for obesity treatment, marking the first non-peptide oral GLP-1 receptor agonist without food or water timing restrictions. This bre... -
PharmTech Analyzes Mid-2026 Key Trends: AI Integration in Drug Discovery and Manufacturing, Strengthened Supply Chains, and New Drug Approvals
PharmTech USA Overview PharmTech released its 'Midyear 2026 Check-in' report, analyzing key pharmaceutical industry trends: AI integration in drug discovery and manufacturing, reinforced supply chain resilience, and new drug approval dyn... -
Lonza Offers Integrated ADC Clinical and Commercial Manufacturing Services, Covering Antibody to Sterile Fill-Finish
Lonza Switzerland Overview Lonza offers integrated development and manufacturing services for Antibody-Drug Conjugates (ADCs), encompassing antibodies, payloads, bioconjugation, and sterile fill and finish. The company operates GMP produ... -
FDA Accepts BioMarin’s sNDA for Full Approval of VOXZOGO® (vosoritide) in Children with Achondroplasia; PDUFA Date Set for February 28, 2027
BioMarin USA Overview The FDA has accepted BioMarin's supplemental New Drug Application (sNDA) seeking full approval for VOXZOGO® (vosoritide) in children with achondroplasia, setting a PDUFA target action date of February 28, 2027. This... -
China’s Stringent Solid-State Battery Standard Ignites Gigawatt-Scale Production and Market Acceleration
Unknown China Overview Effective July 1, 2026, China's new national standard for solid-state batteries, GB/T 43568-2026, defines 'all-solid-state' through rigorous criteria including a 120°C vacuum test and less than 5% liquid content. T... -
China Enacts National Solid-State Battery Standard: Defines ‘All-Solid-State’ as Under 5% Liquid Electrolyte, Dongfeng and Doctex Commission GWh-Scale Factories for EV Integration
Asia Financial China Overview China's new national standard for solid-state batteries, effective July 1, 2026, defines an "all-solid-state" automotive cell as having less than 5% liquid electrolyte mass after a 6-hour vacuum chamber test...
