Market Trends– category –
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ASE Technology Bets Big on AI: $10.5 Billion Record Capex to Double Advanced Packaging by 2027
TrendForce Taiwan Overview ASE Technology Holding is significantly increasing its 2026 capital expenditure to a record $10.5 billion, aiming to double the revenue of its leading-edge advanced packaging (LEAP) business by 2027. This ambit... -
SEMICON West Relocates to Phoenix, Arizona, Bolstering U.S. Semiconductor Hub with TSMC’s $100 Billion Advanced Fab Plans
Arizona Commerce Authority USA Overview SEMI announced the permanent relocation of SEMICON West to Phoenix, Arizona, adopting an annual spring schedule from March 30 – April 1, 2027. This move reflects Arizona's rapid expansion as a semi... -
AI Chip HBM Integration to Drive 29% ABF Substrate Shortage by 2028; $19.1B Expansion Unlikely to Offer Short-Term Relief
Unknown Taiwan Overview The rapid integration of High Bandwidth Memory (HBM) into AI chips is set to drive a 39% Compound Annual Growth Rate (CAGR) in ABF substrate demand between 2025 and 2028. This surge is projected to create a supply... -
ASE Technology Ups 2026 Capex to Record $10.5 Billion, a 23.5% Increase, Driven by Surging AI Packaging Demand
Digitimes Taiwan Overview ASE Technology Holding, the world's largest semiconductor packaging and test provider, increased its 2026 capital expenditure plan by 23.5% to a record $10.5 billion from an initial $8.5 billion, responding to s... -
Malaysia Invests US$45 Million to Propel Advanced Chip Packaging, Targeting HBM4 Domestic Proof-of-Concept
Asia News Network Malaysia Overview Malaysia announced a 185 million ringgit (approx. US$45 million) investment into semiconductor projects to boost its advanced chip packaging capabilities for AI, data centers, and high-performance comp... -
Besi Achieves Record €292.9M Orders in Q2 2026, Driven by AI Demand and 128.8% Growth in Hybrid Bonding Technology
ET Electronics News Netherlands Overview BE Semiconductor Industries (Besi) reported record Q2 2026 orders of €292.9 million, a 128.8% increase year-over-year, primarily fueled by robust AI-related demand and the surging adoption of its ... -
GLP-1 Review Finds Strongest Signals for GI Adverse Events, Hints at Reduced Infection/Respiratory Risk
GI and Hepatology News USA Overview A systematic review and meta-analysis published in JAMA Network Open found that GLP-1 receptor agonists (GLP-1 RAs) consistently increase gastrointestinal side effects like nausea, vomiting, and diarrh... -
Semaglutide More Than Doubles MASH Resolution Likelihood in Meta-Analysis, Stabilizing Fibrosis
AJMC USA Overview A systematic review and meta-analysis published in Medicine reveals that the GLP-1 receptor agonist semaglutide more than doubles the likelihood of MASH (metabolic dysfunction-associated steatohepatitis) resolution with... -
EMA Recommends Approval for New Hypercholesterolemia Drug Evlarco (Obicetrapib / Ezetimibe): A Combination of CETP Inhibitor and Cholesterol Absorption Inhibitor
EMA EU Overview On July 23, 2026, the EMA's CHMP adopted a positive opinion recommending marketing authorization for Evlarco (obicetrapib / ezetimibe). This oral medication is for the treatment of primary hypercholesterolemia or mixed dy... -
First Half 2026 Sees 24 New Small-Molecule Approvals: Pioneering PROTAC Vepdegestrant and Oral GLP-1 Orforglipron Enter Market
Chemexpress China Overview Twenty-four small-molecule drugs received their first global approval in the first half of 2026, with 95.8% being oral dosage forms. Key highlights include the approval of the first commercial PROTAC, vepdegest...
