China's RF chip sector is facing a major disruption as Murata Manufacturing files five patent lawsuits against Maxscend Technologies in both China and South Korea, alleging that its MAX-SAW filters—commonly referred to as TF-SAW—violate five core Murata patents. Patent analysis indicates a broader risk, with nearly all TF-SAW-based products from Maxscend potentially exposed to systemic infringement claims.
The sudden imposition of hefty tariffs by the US has caught Taiwanese manufacturers off guard, particularly those who have recently shifted production capacity to Southeast Asia. Thailand and Vietnam have been hit with tariffs as high as 37% and 46%. With 2025 marking the peak of new PCB production capacity expansion in Thailand, this tariff news has shaken the industry.
Looking ahead to 2025, the global PCB market is expected to maintain steady growth, driven by demand from AI servers and electric vehicles (EVs). As geopolitical tensions continue to reshape global supply chains, the PCB industry is increasingly focusing on expanding operations in Southeast Asia, leading to a rising demand for international talent.
As edge AI adoption accelerates, printed circuit boards (PCBs) play a crucial role in bridging AI and hardware. Serving as the foundation for electronic components, PCBs enable seamless integration of AI-driven applications. Taiwan-based PLAB Technology leverages its one-stop PCB expertise to support innovation across industries, from semiconductors to smart devices.
