HBM– tag –
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AI Era Semiconductor Equipment Theme: Applied Materials Forecasts Over 50% Advanced Packaging Revenue Growth in 2026, Micron Boosts HBM Packaging Capabilities
TradingKey International Overview As AI chip evolution heavily relies on chiplets and advanced packaging beyond transistor shrinkage, Applied Materials anticipates over 50% growth in its advanced packaging revenue in 2026, while KLA expe... -
Applied Materials’ Material Engineering Innovations, Led by Hybrid Bonding, Key to Scaling AI Chip Performance in the AI Era
Applied Materials (Official Blog/Article) USA Overview Applied Materials emphasizes that material engineering innovations, including its Kinex hybrid bonding system, are critical for scaling AI chip performance. The company is advancing ... -
Morgan Stanley Forecasts 93% CoWoS Demand Surge by 2027, Driven by AMD’s Venice CPU Shipments
KuCoin International Overview Morgan Stanley forecasts global CoWoS (Chip-on-Wafer-on-Substrate) demand to nearly double to 2.694 million wafers in 2027, a 93% increase from 1.394 million in 2026. This growth is predominantly driven by A... -
ABF Substrates Emerge as the True Bottleneck in the AI Era, More Critical Than DRAM for High-Performance Computing
Industry Analysis International Overview ABF (Ajinomoto Build-up Film) substrates, not DRAM, are becoming the more critical bottleneck in the AI supply chain. Leading manufacturers like Ibiden and Unimicron are poised to benefit directly... -
Samsung Develops ‘2.xD’ Advanced Packaging Integrating HBM, Logic, and SiPh to Tackle AI Data Center Power and Data Bottlenecks
DigiTimes Taiwan Overview Samsung Electronics is developing '2.xD' advanced packaging technology that integrates HBM, logic chips, and silicon photonics (SiPh) into a single package. This innovation aims to resolve critical power consump... -
Amkor Technology Expands Arizona Campus with 67-Acre Acquisition, Bolstering U.S. Advanced Packaging OSAT Capacity
AllMind AI News USA Overview Amkor Technology has acquired an additional 67 acres in Arizona to significantly expand its U.S. advanced semiconductor packaging and test capacity. This expansion, supported by up to $407 million in CHIPS Ac... -
Applied Materials Unveils Seven New Systems for AI Chip DRAM Performance and Advanced 3D Packaging, Accelerating Bottleneck Resolution
Industry News International Overview Applied Materials introduced seven new semiconductor manufacturing systems designed to address bottlenecks in AI chip production, specifically enhancing DRAM performance scaling and advanced 3D packag... -
ASE Initiates Largest-Ever Global Expansion to Double CoWoS Capacity to 45,000 Wafers/Month by Late 2027
Industry Blog/Analysis International Overview ASE is undertaking its largest global factory expansion in history, commencing construction of six new packaging and testing plants in 2026. This aggressive ramp aims to increase monthly CoWo... -
Advanced Packaging Becomes the New Bottleneck for AI Chip Production, Driving Global Capex Race and Nvidia’s Supply Diversification Efforts
The Economy International Overview Advanced packaging, not process technology, is now the primary bottleneck in AI chip production, prompting Nvidia to explore diversifying its CoWoS supply, potentially including Intel's EMIB. This shift... -
TSMC Boosts 2026 Capex to Over $64 Billion, Commits Additional $100 Billion in US for Advanced AI Chip Production Amid Surging Demand
Taipei Times Taiwan Overview TSMC, the world's largest contract chipmaker, increased its projected capital expenditure for this year to over US$64 billion, with an additional US$100 billion investment in the US. This aims to address the ...
