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ASE Elevates Advanced Packaging Quotes Over 20% Amid Explosive AI Demand Crunch
SiliconAnalysts Taiwan Overview ASE Technology, the world's largest outsourced semiconductor assembly and test (OSAT) provider, has increased its advanced packaging service prices by over 20%. This hike is a direct response to unpreceden... -
Intel and TSMC Champion Panel-Level Packaging, Projecting a Tenfold Market Expansion
The Elec South Korea Overview Intel and TSMC are aggressively pursuing Panel-Level Packaging (PLP) technology, a move anticipated to expand the associated market tenfold. PLP offers significant production efficiency and cost advantages o... -
ASE to Commence FOPLP Mass Production by End-2026, Launching 15 Expansion Projects Amid AI Chip Boom
TrendForce Taiwan Overview ASE Technology, the world's largest semiconductor packaging and testing services provider, announced plans to begin mass production of Fan-out Panel-Level Packaging (FOPLP) by the end of 2026. This initiative, ... -
Y Combinator-Backed Matforge Accelerates Semiconductor Material Discovery with ‘AI Scientists’, Reducing Timeline from Decades to Months
Y Combinator USA Overview Matforge, supported by Y Combinator, is developing innovative 'AI scientists' to dramatically accelerate new material discovery for the semiconductor industry, aiming to compress the typical 10+ year timeline to... -
SK hynix’s Early Strategic Investment in AI and HBM Drives Market Value Lead Over Samsung, Bolstering Production Capacity for NVIDIA Demand
Reuters South Korea Overview SK hynix's early and aggressive investment in HBM (High Bandwidth Memory) technology and significant capacity expansion, anticipating future NVIDIA demand, has allowed it to differentiate from Samsung Electro... -
TSMC’s CoWoS Capacity Dramatically Expands, Eliminating Supply Constraint for NVIDIA B300 Servers and Cutting Lead Times to 8-16 Weeks
Contrary Research Taiwan Overview TSMC's CoWoS (Chip-on-Wafer-on-Substrate) packaging capacity has significantly expanded, effectively resolving a major GPU procurement constraint that had persisted for over six months in 2025. As a resu... -
OSAT Vendors Report Strong Q1 2026 Revenue Growth Driven by AI-Related Advanced Packaging Demand: ASE Up 18%, Amkor Up 25%
Counterpoint Research Global Overview The Outsourced Semiconductor Assembly and Test (OSAT) sector recorded robust revenue growth in Q1 2026, fueled by surging AI-driven advanced packaging demand. ASE Technology Holding reported an 18% y... -
TSMC and Amkor Technology Forge 10-Year Strategic Partnership to Expand Advanced Chip Packaging Capabilities in the US
Focus Taiwan USA Overview TSMC and Amkor Technology have entered a 10-year strategic agreement to significantly bolster advanced semiconductor packaging and test capacity in the United States. This partnership aims to expand advanced pac... -
ASE Technology Holding Accelerates AI Chip Production with Major Packaging Expansion, Raises 2026 LEAP Revenue Target to Over $3.5 Billion
Crypto Briefing Taiwan Overview ASE Technology Holding is embarking on a significant global expansion, including 15 new facilities, to address the escalating demand for AI chips. This strategic move, leveraging their LEAP platform and VI... -
Semiconductor Startup Funding Diversifies Beyond AI Accelerators to Interconnects and Packaging; TSMC CoWoS Capacity to Quadruple by EOY 2026
New Market Pitch Global Overview Semiconductor startups attracted $8.4 billion in Q1 2026, pushing cumulative funding to $10.7 billion, with investments diversifying beyond AI accelerators to interconnects, optical I/O, memory, and advan...
