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Apr 21, 2026 Batteries Charge To The Edge Advances in battery chemistry and materials science enable higher capacity, faster charging, and improved safety by reducing thermal runaway risk. Companies race toward solid-state and new electrolytes, but testing, thermal management, and manufacturing challenges slow widespread commercialization across industries. Semiconductor Engineering Apr 21, 2026 India’s first 3D semiconductor packaging unit signals a deeper shift in the chip supply chain India advances its semiconductor ambitions as Odisha hosts its first advanced 3D chip packaging facility by 3D Glass Solutions. The project shifts focus from assembly to IP-heavy glass-based packaging for AI and computing, strengthening domestic ecosystem and supply chains. CRN Asia.com Apr 21, 2026 The global semiconductor talent shortage Semiconductor shortages drive major US and EU investments like the CHIPS Act to expand production and talent pipelines. As the industry heads toward $1 trillion by 2030, companies and governments race to address a growing global skills shortage. Deloitte Apr 20, 2026 TSMC Chases Soaring AI Demand TSMC increases spending to nearly $56 billion to expand chip capacity for surging AI demand from Nvidia, AMD, and Apple, building new 3nm fabs in Japan, Taiwan, and the US, while acknowledging supply may still lag demand through 2027. EE Times Apr 20, 2026 Chip Industry Week In Review Cadence expands ChipStack AI with a head agent orchestrating semiconductor and system design, plus specialized agents for analog, custom, and digital implementation and signoff. Partnerships with Nvidia and Google accelerate AI-driven engineering platforms. Semiconductor Engineering Apr 20, 2026 The Latest News In IC Packaging & Test RifSol launches a $1.7B semiconductor project in Morocco with a 200mm fab, design and packaging facilities for automotive chips. Kaynes Semicon begins OSAT production in India, while Arizona's West-MEC opens a K–12 semiconductor cleanroom for workforce training. Semiecosystem Apr 20, 2026 TSMC still safe from Musk's fab ambitions Reports of Elon Musk's planned "Terafab" highlight ambitions for in-house chip production, though details remain unproven. TSMC faces minimal near-term impact, possible mid-term pricing pressure, and longer-term risk if vertical integration expands. Taipei Times Apr 20, 2026 Perspective: AI demand is inflated, and only Anthropic is being realistic AI token demand appears explosive but may be overstated as companies optimize flawed usage metrics and struggle to prove ROI. Anthropic shifts to per-token pricing and tighter controls, aiming to reflect real usage and position itself for potential market correction. CNBC Apr 20, 2026 AI chipmaker Cerebras files to go public after scrapping IPO plans last year Cerebras filed for a Nasdaq IPO under ticker CBRS, reporting $87.9 million net income on $510 million revenue in 2025, driven by strong growth. The AI chipmaker relies heavily on UAE customers and an OpenAI deal exceeding $20 billion. CNBC Apr 20, 2026 FII expects strong year amid booming AI demand Foxconn Industrial Internet expects strong growth this year as AI and high-end interconnect demand surges. Last year, it boosted profit 52% and revenue 48%, with AI servers tripling and cloud computing dominating sales, while expanding advanced optics and liquid-cooled systems. Taipei Times |
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