Market Trends– category –
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Tokyo Electron and Samsung Boost Capex for Hybrid Bonding Equipment Amid Advanced Packaging Shift
Mordor Intelligence Japan, South Korea Overview Tokyo Electron and Samsung are significantly increasing capital expenditures for hybrid bonding and general bonding equipment, targeting long-term growth in the Through-Silicon Via (TSV) ma... -
NVIDIA CEO Jensen Huang Projects $150 Billion Annual Investment in Taiwan’s AI Supply Chain
BigGo Finance Taiwan Overview NVIDIA CEO Jensen Huang announced that the company's annual procurement and investment in Taiwan's AI supply chain is projected to reach $150 billion in the future, a tenfold increase from $10-$15 billion fo... -
NVIDIA’s CoWoS Bottleneck Eases, HBM Supply Emerges as Primary Constraint for AI Accelerators
24/7 Wall St. USA Overview TSMC's CoWoS advanced packaging capacity for AI accelerators is expanding, projected to reach 35,000 wafers/month by late 2026 and up to 140,000 wafers/month by 2027, alleviating a long-standing bottleneck. How... -
Hanmi Semiconductor Forecasts HBM4 TC Bonder Rebound in Q2, Announces US Expansion Plans
BigGo Finance South Korea Overview Hanmi Semiconductor anticipates a significant rebound in HBM4 TC bonder orders from Q2 2026, driven by accelerating AI semiconductor demand, despite a Q1 slump during the HBM3E-to-HBM4 transition. The c... -
Malaysia Launches National Consortium to Accelerate Advanced Semiconductor Packaging Development Within Two Years
SME.asia Malaysia Overview Malaysia has established the Malaysia Advanced Packaging Consortium (MAPC) with a total funding of RM185 million ($39 million USD) to develop domestic advanced semiconductor packaging capabilities within two ye... -
Amkor Technology Targets $11B Revenue by 2030, Anchored by $7 Billion Arizona Advanced Packaging Investment
MarketBeat USA Overview Amkor Technology aims to exceed $11 billion in revenue by 2030, driven by a $7 billion, two-phase investment in its Arizona advanced packaging and test campus. High-volume manufacturing is slated to begin in 2028,... -
Regulatory & Policy Shifts Reshape Global Biologics Manufacturing Strategy: Focus on EU Reform, UK Decentralization, and US Tariffs
IMAPAC UK Overview Regulatory and policy shifts, including EU Pharma Reform, UK decentralized manufacturing initiatives, and U.S. tariffs, are fundamentally reshaping global biologics manufacturing strategies. Notably, the UK has establi... -
WuXi Biologics Intensifies Focus on South Korea to Bolster K-Biotech Partnerships Amid US Pressure
BioCentury (Chosun Biz) South Korea Overview WuXi Biologics is expanding its sales efforts in South Korea, actively targeting K-biotech companies amidst increasing U.S. legislative scrutiny on Chinese biotech firms. As a major global Con... -
CVS Caremark Expands Access to Eli Lilly’s Obesity Portfolio: Reinstates Zepbound, Adds Foundayo
FirstWord Pharma USA Overview CVS Caremark announced it will reinstate coverage for Eli Lilly's injectable weight-loss medication Zepbound (tirzepatide) and add the newly launched oral GLP-1 drug Foundayo (orforglipron) to its standard c... -
Key FDA Approvals Anticipated for GLP-1 Pipeline in May 2026 Update
Prime Therapeutics - Portal USA Overview Four significant FDA approval decisions for GLP-1 related medications are expected in 2026, marking critical advancements in metabolic disease management. Eli Lilly's injectable Mounjaro is antici...
