HBM– tag –
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Korea Addresses HBM Test Equipment Bottleneck by Fostering Domestic Suppliers
eferix.substack.com South Korea Overview South Korea has identified the HBM test equipment bottleneck, historically dominated by foreign companies like Advantest and Teradyne, as a national supply chain vulnerability. In response, SK Hyn... -
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’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... -
SK Hynix and Samsung Unveil Production-Ready HBM4 with Hybrid Bonding, Targeting H2 2026 Mass Production
Techfund South Korea Overview At CES 2026, SK Hynix showcased a 16-layer, 48GB HBM4 device leveraging advanced Through-Silicon Via (TSV) and hybrid bonding for high density, while Samsung presented a 12-layer, 36GB HBM4 stack focused on ... -
AMD Commits Over $10 Billion to Taiwan’s AI Ecosystem for Advanced Packaging and EFB Technology Expansion
EE Times Taiwan Overview AMD announced an investment exceeding $10 billion into Taiwan's AI ecosystem, bolstering advanced packaging capabilities and R&D. This initiative specifically targets Elevated Fanout Bridge (EFB) based 2.5D p... -
ASMPT Establishes Technical Advisory Council to Accelerate AI-Era Innovation in Advanced Packaging
ASMPT Singapore Overview ASMPT announced on May 28, 2026, the formation of a Technical Advisory Council (TAC) to accelerate innovation in the AI era. The TAC will provide strategic guidance on advanced packaging roadmaps, including HBM a... -
Custom AI ASIC Landscape in May 2026: Broadcom, Google TPUs, Meta MTIA Face CoWoS Bottleneck
Tom's Hardware USA Overview As of May 2026, major tech players like Google (TPU), Meta (MTIA), and Broadcom (XDSiP platform) are actively developing custom AI ASICs to challenge NVIDIA's dominance and optimize specialized AI workloads. H... -
Rapidus to Launch Advanced Packaging Pilot Line in Hokkaido by Spring 2026, Accelerating AI Chip Development
Sic-chip.com (via Digitimes) Japan Overview Japanese semiconductor manufacturer Rapidus is accelerating the development of advanced packaging solutions for AI chips, with plans to commence pilot production at its advanced packaging line ... -
ASE Technology Boosts Advanced Packaging Investment to Record $8.5 Billion Amid Surging AI Demand
digitimes Taiwan Overview ASE Technology Holding, the world's largest chip packaging and test company, has significantly raised its 2026 capital expenditure to a record $8.5 billion, driven by surging demand for AI chips. The company pro...
