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2026-06-05

[News] Glass Substrates Eye 2027 Launch, Scale Toward 2030 as CoWoS Costs Rise and Hyperscaler Demand Grows

As AI chips continue to scale in size and complexity, demand is rising for next-generation packaging and substrate solutions, with glass substrates emerging as a focal point. According to Sisa Journal, the technology is expected to begin early commercialization in 2027, move through a ramp-up phase ...

2026-06-05

[News] Laser Annealing Adoption May Broaden with Wolfspeed, Samsung SiC Push and 400-Layer NAND Expansion

Laser annealing adoption appears to be broadening. According to ETNews, the thermal treatment process is expanding beyond its traditional use in silicon (Si) wafers to silicon carbide (SiC), a material widely regarded as a leading candidate for next-generation power semiconductors. The report adds t...

2026-06-05

[News] Samsung, SK hynix Plan New Heat Dissipation Technologies Starting HBM5: Three Memory Makers’ Approaches in Focus

While Samsung Electronics and SK hynix showcase HBM5 and HBM4E respectively at COMPUTEX Taipei, competition among memory giants is increasingly centering on thermal management. As reported by The Asia Business Daily, Samsung, SK hynix, and Micron are placing greater emphasis on cooling and power-eff...

2026-06-04

[News] Intel Says 18A May Reach Strong Margins by 2027; Notebook Chips on the Node Mark Fastest Ramp in 5 Years

Intel is betting heavily on 18A to support the company's turnaround plan. According to The Register, Chief Financial Officer David Zinsner said that early last year Intel faced the challenge of trying to improve both performance and yield at the same time. The company later shifted its focus to stab...

2026-06-04

[News] Broadcom Stops Short of Raising FY2027 US$100B AI Chip Sales Target Despite Google, Meta Commitments

Broadcom holds its Q2 earnings call. According to Bloomberg, the company delivered a softer-than-expected outlook for AI chip revenue, suggesting that its expansion in the rapidly growing AI market may be progressing more slowly than anticipated. The company forecasts AI semiconductor revenue of US$...

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