HBM– tag –
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Applied Materials Significantly Upscales 2026 Advanced Packaging Growth Forecast to Over 70% as AI Chip Investment Shifts to HBM and Multi-Layer Integration
Xenospectrum USA Overview Applied Materials has substantially elevated its 2026 advanced packaging revenue growth forecast to over 70%, a 20-point jump from its previous 50%+ projection. This revision reflects a critical expansion of AI ... -
Samsung Electro-Mechanics Sees Semiconductor Package Substrate Utilization Rate Soar to 89%, Driven by AI Data Center Demand
연합뉴스 (Yonhap News) South Korea Overview Samsung Electro-Mechanics reported a significant increase in its semiconductor package substrate utilization rate, reaching an average of 89% in the first half of the year—a 19 percentage point... -
Samsung Electro-Mechanics Fast-Tracks Glass Substrates for AI Chip Packaging, Challenging Japanese Rivals for 2028 Mass Production
BusinessKorea South Korea Overview Samsung Electro-Mechanics (SEM) is accelerating its pursuit of glass substrates for AI chip packaging, targeting mass production by 2028 through its 'GlaSSEM' joint venture with Dongwoo Fine-Chem. This ... -
HBM Supply Crunch: Long Backlogs for Bonding Equipment and Low Yields Create Bottleneck, Constraining AI Demand Until 2027
AI CERTs News USA Overview HBM stack manufacturing demands Through Silicon Vias (TSV) and high-precision bonding equipment, with low yield tolerance posing an industry challenge. Limited vendors for these specialized tools mean HANMI, a ... -
IMAPS Device Packaging Conference 2026 Details 3D/2.5D Packaging Advances: FOPLP, Hybrid Bonding Drive Demand
IMAPS USA Overview Professional Development Courses at IMAPS Device Packaging Conference 2026 provided in-depth insights into current and future 3D/2.5D packaging processes and technologies. Key innovations like Fan-Out Panel Level Packa... -
IDTechEx Analyzes New 2.5D/3D Semiconductor Packaging Trends: Glass Interposers and Hybrid Bonding Drive Evolution
IDTechEx UK Overview IDTechEx's analysis highlights glass interposers and hybrid bonding as critical emerging trends in semiconductor packaging. Glass interposers offer compatibility with panel-level packaging, promising cost-effective, ... -
HBM Supply Crisis of 2026 Projected to Persist Until 2027, Redefining AI Hardware Deployment Bottleneck
EnkiAI USA Overview Explosive growth in the AI sector has triggered a structural HBM supply crisis, making it the primary bottleneck for AI hardware deployment throughout 2026, projected to last until at least 2027. The market has shifte... -
2026 Chip Crisis Sounds Hardware Wake-Up Call: AI Demand Reshaping Semiconductor Supply Chains
Trax Technologies USA Overview The 2026 chip crisis highlighted modern supply chains' deep reliance on semiconductor availability, where chip access dictates the viability and growth of AI accelerators, warehouse robots, autonomous vehic... -
Samsung HBM4 Yield Dramatically Improves from Under 60% to 80%; SK Hynix Labor Talks Stall, Intensifying AI Memory Race
TrendForce Taiwan Overview Samsung's HBM4 yield has dramatically improved from under 60% at launch to 80% within months, according to Seoul Economic Daily. This swift process enhancement by Samsung comes amid tight HBM supply, surpassing... -
AI Accelerates Shift to Panel Level Packaging (PLP) and Glass Core Substrates, Positioning Them as Pillars of Next-Gen Packaging
IEEE / Presentation USA Overview Driven by soaring demand from AI, automotive electronics, and consumer devices, advanced packaging is a critical enabler for enhanced performance, higher integration, and miniaturization in semiconductors...
