Subject


IC Manufacturing, Package&Test


2026-05-20

[News] Intel Says EMIB Customers Back Substrate Prepayments; 4 Taiwan, 2 Japan Suppliers Seek Commitments

IC Manufacturing, Package&Test

As Intel gains traction with its 18A and 14A nodes, its advanced packaging business — particularly EMIB (Embedded Multi-die Interconnect Bridge) — is also drawing customer support amid tight substrate supply. Speaking at the J.P. Morgan Global Technology Conference, Intel CEO Lip-Bu Tan said sev...

2026-05-20

[News] Joint Team Led by Shanghai AI Lab Cracks Stable Production Challenge for Photoresist

IC Manufacturing, Package&Test

Shanghai AI Laboratory announced a breakthrough in the stable production of photoresists — one of the core materials used in semiconductor manufacturing. As a critical material in chip fabrication, the quality of photoresists directly determines chip performance and manufacturing yield. Backed ...

2026-05-19

[News] SCHMID Flags TSMC Panel-Level Packaging Push: 310×310mm Progress, Glass Integration Under Review

IC Manufacturing, Package&Test

As AI accelerator leaders such as NVIDIA continue rolling out chips with increasingly larger compute die sizes, panel-level packaging is gaining momentum. Notably, Germany-headquartered SCHMID — an equipment provider for printed circuit board (PCB) and IC substrate manufacturing — said in an Inv...

2026-05-18

[News] China’s Rare Earth Compound Exports Fell 17% in Value; Alternative Supply Chains Gain Momentum

IC Manufacturing, Package&Test

Since China tightened rare earth export controls, how has the industry adapted? According to Nikkei, analysis of Chinese customs data shows that between April 2025 and March 2026, exports of rare earth permanent magnets fell 4% year over year by volume to 58.1 million kilograms, while export value e...

2026-05-15

[News] Applied Sees >30% Equipment Growth, >50% Packaging Surge in 2026; China Remains Top Market in 2Q

IC Manufacturing, Package&Test

Riding sustained AI-driven demand across both logic and memory, Applied Materials has struck a more bullish tone for 2026, projecting over 30% growth in its semiconductor equipment business and more than 50% growth in packaging revenue, according to Reuters. The outlook marks a notable upgrade fr...

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