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2026-06-15

[News] TSMC CoWoS Supply-Demand Gap Reportedly Seen Narrowing from 20% to 10% by End-2026

TSMC continues to accelerate its advanced packaging capacity expansion, helping move the industry closer to supply-demand balance. According to Economic Daily News, institutional investors said that as TSMC and its partners aggressively build out new advanced packaging capacity, the CoWoS supply-dem...

2026-06-15

[News] NVIDIA, Google Among First 800V HVDC Adopters; Initial 3Q26 Shipments May Boost Infrastructure Suppliers

Rapidly rising AI data center power consumption is accelerating adoption of 800V high-voltage direct current (HVDC) architectures. According to Commercial Times, NVIDIA's Vera Rubin platform and Google's next-generation AI data centers are reportedly among the first to adopt the technology, driving ...

2026-06-15

[News] Samsung Electro-Mechanics Sees 18%+ Annual Silicon Capacitor Market Growth, Boosts MLCC, FC-BGA Integration

Samsung Electro-Mechanics is expanding its silicon capacitor business through integrated solutions. According to ZDNet, the company plans to supply silicon capacitors alongside MLCCs and high-performance semiconductor substrates. Silicon capacitors are passive components fabricated from silicon w...

2026-06-15

[News] Infineon Found to Infringe Innoscience GaN Patent, Barred from Selling Certain Products in China

Innoscience announced that China’s Supreme People’s Court has upheld a sales injunction against certain gallium nitride (GaN) products manufactured by Infineon Technologies AG, bringing a patent infringement dispute between the two companies to a final conclusion in China, according to its compa...

2026-06-15

[News] SK hynix Reportedly Pulls Forward HBM4E Sample Timeline, Eyeing June–July Shipments to Key Customers

Samsung announced the start of HBM4E sampling in late May and later unveiled an HBM5 mock-up for the first time at COMPUTEX 2026. Against this backdrop, rival SK hynix is also stepping up its next-generation HBM push, with South Korean media outlet Newsis reporting that the memory giant has secured ...

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