Semiconductor Back-End– category –
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AI Chip Packaging Bottleneck Intensifies: NVIDIA Explores Intel EMIB Amid TSMC CoWoS Shortage, Amkor Commits $7B to Arizona
The Economy Japan Overview The burgeoning AI chip market faces a critical bottleneck in advanced packaging, particularly with TSMC's CoWoS technology, prompting NVIDIA to reportedly consider Intel's EMIB for future GPU production. This s... -
Semiconductor Back-End Weekly Report July 19, 2026
▼ ▼ ▼ If the infographic makes you want to read the full report, please click the download button below. ▼ ▼ ▼ 📄 Weekly Report July 19, 2026 (PDF) — Download Weekly Report July 19, 2026 (PDF) — DownloadDownload 🎙 Podcast July 19, 2026 (... -
Samsung Electro-Mechanics Challenges Ibiden in AI Server Package Substrates with FC-BGA and Glass Substrate Push
MK South Korea Overview Samsung Electro-Mechanics is aggressively challenging Ibiden's dominant market share in AI package substrates by enhancing its Flip-Chip Ball Grid Array (FC-BGA) and next-generation glass substrate technologies fo... -
Micron Invests $500M in GlobalWafers Texas Plant, Targets 40% US DRAM Production by 2035
Tom's Hardware USA Overview Micron Technology has committed $500 million to GlobalWafers' Texas wafer plant, aligning with its ambitious goal to manufacture 40% of its DRAM in the United States by 2035, part of a broader $250 billion US ... -
Applied Materials Fortifies AI Advanced Packaging with 10-Year TSMC Pact and NEXX Acquisition
Simply Wall St News USA Overview Applied Materials significantly expanded its presence in AI advanced packaging by securing a 10-year strategic partnership with TSMC for AI-focused packaging and completing the acquisition of NEXX. These ... -
Samsung Electronics Advances “2.xD” Packaging Integrating HBM, Logic, and Optical Tech to Resolve AI Power and Heat Bottlenecks
BigGo Finance South Korea Overview Samsung Electronics is developing "2.xD" next-generation packaging technology that integrates High Bandwidth Memory (HBM), logic chips, and silicon photonics (SiPh) into a single package to address crit... -
Malaysia Launches RM92 Million Government-Backed Initiative to Develop HBM4 Advanced Packaging Pilot Line, Targeting Higher Semiconductor Value Chain
Business News Malaysia Overview Malaysia is aggressively pursuing a strategy to elevate its position in the semiconductor value chain by focusing on IC design and advanced packaging. The Malaysia Advanced Packaging Consortium (MAPC), est... -
AT&S to Invest €1.5-2 Billion in Malaysian ABF Capacity, While IBIDEN Allocates ¥500 Billion for AI/HPC Substrate Expansion in Japan & Overseas
Sector Signals China Overview AT&S has agreed with AMD and another major tech firm to expand high-end IC substrate capacity for AI/HPC, planning a €1.5-2 billion investment in its Kulim, Malaysia plant, fully supported by long-term c... -
Taiwan’s TGV Glass Substrate Supply Chain Advances: E&R Engineering Ships Laser Modification Equipment to US Client, Accelerating Mass Production
Taiwan News Taiwan Overview Driven by escalating HPC demand, glass substrates are emerging as a next-generation advanced packaging solution, leading to the formation of a robust Through-Glass Via (TGV) supply chain in Taiwan. E&R Eng... -
CoWoS Identified as Core Bottleneck for AI GPU Shipments, Distinct from HBM Shortage
BiyaPay Blog International Overview CoWoS (Chip-on-Wafer-on-Substrate) is an advanced packaging technology integrating GPUs, HBM, and chiplets; its limited capacity forms a critical manufacturing integration bottleneck for AI GPU shipmen...
