advanced packaging
PulseAugur coverage of advanced packaging — every cluster mentioning advanced packaging across labs, papers, and developer communities, ranked by signal.
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Foundry industry hits record $54.5B in Q2 2026, fueled by AI demand and pricing hikes · 6 sources tracked
The foundry industry experienced record growth in Q2 2026, reaching $54.5 billion, driven by increased pricing and a favorable product mix rather than new capacity. AI demand, particularly for leading-edge N2 and advanc…
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AI development bottlenecks shift from hardware to infrastructure
The bottlenecks in AI development are shifting as the technology matures. Initially, the constraints were in semiconductor manufacturing, specifically GPUs, High Bandwidth Memory, and advanced packaging. As these areas …
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Micron invests $10B in AI memory research hub · 2 sources tracked
Micron Technology is investing $10 billion to establish Micron Research Labs in Boise, Idaho, focusing on advanced memory technologies, compute architectures, and semiconductor manufacturing. This initiative aims to add…
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Intel plans $15 billion stock offering to fuel AI chip growth
Intel is planning a $15 billion stock offering to fund its expansion in AI-related technologies, including AI chips, custom chips, and advanced packaging. This move comes as the company's stock has seen significant grow…
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Galaxy Securities advises earnings focus amid A-share volatility
Galaxy Securities has advised investors to focus on earnings performance amidst market volatility, identifying structural opportunities within the A-share market. The market is currently characterized by significant con…
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PCB firms expand high-end capacity amid AI and EV demand
PCB manufacturers are expanding their high-end production capacity, driven by increasing demand from AI servers, new energy vehicles, and advanced packaging sectors. This strategic move is also influenced by the growing…