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Semiconductor Back-End
Intel Commits to Massive Advanced Packaging Push for Foundry Revival, EMIB Capacity Expansion Key
BusinessKorea USA Overview Intel is committing to a massive expansion of its advanced semiconductor packaging capabilities to accelerate its foundry business revival, with a core focus on expanding its proprietary EMIB (Embedded Multi-di... -
Semiconductor Back-End
GlobalFoundries Triples Malta Fab Capacity with $16 Billion US CHIPS Act Investment, Targeting 1.5 Million Wafers/Year by late 2028
Tom's Hardware USA Overview GlobalFoundries is advancing a $16 billion US investment plan, bolstered by the CHIPS Act, to triple production capacity at its Malta fab. This includes an 11 billion Euro expansion at its Dresden plant, aimin... -
Semiconductor Back-End
AMD Announces Over $10 Billion Taiwan Ecosystem Investment to Bolster AI Infrastructure and Advanced Packaging Manufacturing
Electronics Engineering Herald - EEHerald USA Overview AMD announced an investment exceeding $10 billion in Taiwan's ecosystem to expand its AI infrastructure and advanced packaging manufacturing capabilities. This significant capital in... -
Semiconductor Back-End
CEA-Leti Demonstrates 1µm Pitch Die-to-Wafer Hybrid Bonding, Addressing AI Hardware Bottlenecks
Chiplet Marketplace France Overview CEA-Leti announced a significant advancement at ECTC 2026, demonstrating functional test vehicles utilizing die-to-wafer (D2W) hybrid bonding down to 1µm pitch, poised to resolve critical AI hardware b... -
Semiconductor Back-End
Intel to Build $3.3 Billion Glass Core Substrate Manufacturing Facility in India to Bolster Advanced Packaging Supply
TrendForce USA Overview Intel, in collaboration with 3D Glass Solutions (3DGS), is progressing with plans to invest approximately $3.3 billion in an advanced packaging glass core substrate manufacturing facility in Odisha, India. The pla... -
Semiconductor Back-End
TSMC CoWoS Capacity Becomes Major AI Chip Growth Bottleneck: Ramping to 120K Wafers/Month by late 2026 Still Falls Short of Demand
backplane Taiwan Overview TSMC's CoWoS packaging capacity is identified as the most critical bottleneck hindering AI chip evolution. While TSMC plans to quadruple its CoWoS production capacity from approximately 35,000 wafers/month in la... -
Semiconductor Back-End
KLA’s Advanced Packaging Business Soars, Projecting Over $1.3B Revenue in FY2026 Driven by AI Inspection Demand
Bitget USA Overview KLA Corporation, a global leader in semiconductor process control and yield management, is experiencing rapid growth in its advanced packaging business, driven by the increasing complexity of AI chips. Revenue from th... -
Semiconductor Back-End
AMD Explores Powertech’s FOPLP for Next-Generation Zen 7 CPUs, Eyeing Packaging Diversification
TechPowerUp USA Overview AMD is reportedly exploring Powertech Technology's Fan-Out Panel-Level Packaging (FOPLP) for its upcoming "Zen 7" CPUs, codenamed "Grimlock." This move signals AMD's strategic intent to build increasingly complex... -
Semiconductor Back-End
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... -
Semiconductor Back-End
NVIDIA CEO Jensen Huang Projects $150 Billion Annual Investment in Taiwan’s AI Supply Chain
BigGo Finance Taiwan Overview NVIDIA CEO Jensen Huang announced that the company's annual procurement and investment in Taiwan's AI supply chain is projected to reach $150 billion in the future, a tenfold increase from $10-$15 billion fo...