Samsung Electronics– tag –
-
Morgan Stanley Taps Samsung Electro-Mechanics as Top Korean Tech Pick Amid Surging AI Chip Substrate Demand
Evrim Ağacı Turkey Overview Morgan Stanley has elevated Samsung Electro-Mechanics to its premier Korean tech stock, citing the escalating technical demands of AI chip designs on advanced substrates. As AI processors become larger, multi-... -
Japan’s Shinko Electric Develops 22-Layer Glass Substrates for AI Chips, Resolving Internal Cracking and Delamination Issues
TrendForce Japan Overview As AI chips demand larger packages, intensifying competition in glass substrates, Japan's Shinko Electric Industries has successfully developed 22-layer glass substrates with 11 copper wiring layers on each side... -
ABF Substrate Shortages Projected Through 2028 Amid AI Boom; Taiwanese, Japanese, Korean Manufacturers Secure Orders Until 2030
digitimes Taiwan Overview The global AI computing infrastructure boom is rapidly escalating demand for GPUs, CPUs, and ASICs, leading to projected ABF (Ajinomoto Build-up Film) substrate shortages starting in 2026 and worsening through 2... -
HBM4 Breaks Bottlenecks: Hybrid Bonding Delivers 20%+ Thermal Reduction, 40% Power Efficiency Boost, 2.0TB/s+ Bandwidth
SemiHub.io International Overview HBM4, the next-generation High Bandwidth Memory, is set to significantly advance AI/HPC performance by doubling its I/O width to 2048 bits, targeting over 2.0 TB/s bandwidth per stack and substantial pow... -
DCAT Report: 2026 CDMO Market Sees Major M&A and Capital Investments, with Samsung Biologics to Acquire PolyPeptide Group for $1.8 Billion
DCAT Value Chain Insights USA Overview According to a DCAT Value Chain Insights report, the 2026 CDMO market is witnessing a surge in peptide-based drug development, accompanied by significant M&A and capital investments. Samsung Bio... -
Forge Nano Breaks Ground on ‘America’s Battery Gigafactory’ in North Carolina, Bolstering U.S. Defense Supply Chains with 3GWh Annual Capacity
Fidelity Investments (PR Newswire) USA Overview Forge Nano has commenced construction of 'America's Battery Gigafactory' in Morrisville, North Carolina, aiming for an annual domestic battery production capacity of up to 3GWh. This projec... -
Samsung Display Commits Massive Investment to Next-Gen QD-OLED Production, Targeting 2027 Market Leadership
Display Tech News South Korea Overview Samsung Display has announced a significant strategic investment to expand its next-generation Quantum Dot Organic Light Emitting Diode (QD-OLED) panel production capabilities, aiming for dominant m... -
AI Chip Race Shifts to Advanced Packaging as 130M Accelerators Ship; TSMC’s CoWoS Dominates, Intel Pursues Alternatives
The Korea Economic Daily South Korea Overview The competitive landscape in the AI semiconductor market is shifting from process nodes to advanced packaging, with over 130 million AI accelerators projected to ship with advanced-packaged o... -
Samsung Electro-Mechanics Doubles Down on AI: Vietnam Plant to Lead Advanced Packaging Substrate Surge
Vietnam Korea Times Vietnam Overview Samsung Electro-Mechanics (SEMCO) is poised to significantly expand its production of advanced packaging substrates for AI semiconductors, with a reported 2.4-fold capacity increase at its Thai Nguyen... -
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...
