Market Trends– category –
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AT&S Initiates High-Volume AI Substrate Production in Malaysia, Backed by Major Customer Commitments and Projecting Substantial Revenue Growth
boerse-social.com Austria Overview AT&S, a leading Austrian manufacturer of high-end IC substrates, has commenced high-volume production of advanced AI substrates at its new Kulim, Malaysia, facility. This expansion, supported by lon... -
South Korean Conglomerates Samsung and SK Group Invest $252.5 Billion in Chungcheong Province, Bolstering HBM Packaging and AI Semiconductor Supply Chain
The Korea Herald South Korea Overview South Korean giants including Samsung Electronics, SK hynix, and Celltrion announced a combined 392 trillion won (approximately $252.5 billion) investment in Chungcheong Province across semiconductor... -
Amkor Technology Commits $2.5B-$3.0B to Advanced Packaging Facilities for AI Demand, Arizona Plant Slated for 2028 Production
Hudson Labs USA Overview Amkor Technology plans a substantial capital expenditure of $2.5 billion to $3.0 billion for fiscal year 2026, driven by accelerating demand for advanced packaging in AI and data center computing. The investment ... -
Nvidia Kicks Off Volume Production of Blackwell AI Accelerators with TSMC’s CoWoS-L, Supply to Remain Tight Through Q4
MetalSemi Asia Taiwan Overview Nvidia has commenced volume production of its next-generation Blackwell AI accelerators at TSMC, leveraging the 4NP process and advanced CoWoS-L packaging. Cloud service provider demand is projected to outs... -
Aehr Test Systems Receives Follow-On Production Order from Lead Silicon Photonics Customer for FOX-XP Wafer-Level Burn-In System
Aehr Test Systems USA Overview Aehr Test Systems announced a follow-on production order for its fully automated FOX-XP Wafer-Level Burn-In (WLBI) system from a leading silicon photonics customer. This system is designed to support high-v... -
GlobalFoundries and Tower Semiconductor Clash Over Patents: Silicon Photonics IP War Heats Up
Precision with Light USA Overview A Precision with Light article reports the intensifying IP war in silicon photonics. GlobalFoundries strengthened its tech base by acquiring Advanced Micro Foundry (AMF) in November 2025, while Tower Sem... -
openPR.com Predicts Silicon Photonics Market to Reach $34.34 Billion by 2035, Driven by AI Demand and Expanding Adoption in LiDAR, Quantum Computing
openPR.com USA Overview This article provides an overview of a market research report released via openPR.com, forecasting the silicon photonics market to reach $34.34 billion by 2035, propelled by strong AI demand. Key drivers include h... -
openPR.com Predicts AI Data Center Optical Interconnect Market to Reach $41.09 Billion by 2035, Driven by Intel’s Demonstrated Co-packaged Optics
openPR.com USA Overview This article provides an overview of a market research report published via openPR.com, forecasting the optical interconnect market in AI data centers to reach $41.09 billion by 2035. Growth is driven by increasin... -
Marvell Issues Amazon Warrants Tied to Photonic Fabric Product Purchases by 2030 After Celestial AI Acquisition
Stocktwits USA Overview Marvell Technology issued warrants to Amazon as part of its February 2026 acquisition of Celestial AI. These warrants grant Amazon the right to acquire Marvell shares, contingent on Amazon purchasing a specified v... -
PsiQuantum Pursues Million-Qubit Fault-Tolerant Quantum Computer on Silicon Photonics, Collaborating with GlobalFoundries
Physics Today Jobs USA Overview PsiQuantum is advancing its ambitious goal of building a 1 million-qubit fault-tolerant quantum computer based on silicon photonics. To achieve this, the company leverages existing semiconductor manufactur...
