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Tuesday 22 August 2023
Advanced packaging capacity to surge 30–40% in 2024, says TrendForce
With major CSPs aggressively building AI servers and pushing up demand for AI processors and HBM memory, global advanced packaging capacity is predicted to expand by 30–40%...
Tuesday 22 August 2023
Unimicron sees limited impact from factory fire
A fire broke out recently at one of Unimicron Technology's factories in Taoyuan, northern Taiwan. The IC substrate and PCB maker expects the incident to have a limited impact on its...
Friday 18 August 2023
Tape COF substrate suppliers see modest demand pick-up
Tape chip-on-film (COF) substrate suppliers including Chipbond Technology and JMC Electronics have seen a modest increase in demand and are expected to see their operations improve...
Tuesday 15 August 2023
Foxconn grows presence in upstream AI server segment
Contract electronics vendor Foxconn has a sizable share in the upstream AI GPU module and substrate markets of the AI server supply chain, according to company chairman Young Liu.
Friday 4 August 2023
Glass substrates may see tight supply
Glass substrates may see tight supply starting from the third quarter of 2023 till the second half of next year, with major Japanese vendors axing their production despite signs of...
Friday 4 August 2023
IC substrate makers see promising RCC demand prospects
With Apple likely to use resin coated copper (RCC) foil in PCBs for its 2024 iPhone series, IC substrate providers are bullish on RCC demand prospects, according to industry source...
Wednesday 19 July 2023
ABF substrate demand to strengthen in 4Q23
The upcoming M3-equipped Mac series, as well as the demand for AI servers, are likely to drive ABF substrate demand in the fourth quarter of 2023, according to industry sources.
Thursday 13 July 2023
Tai-Tech to set up new plant in Malaysia for automotive, HPC products
Tai-Tech Advanced Electronics, a power inductor specialist, recently announced plans to establish a new plant in Johor Bahru, Malaysia for the production of automotive electronics...
Wednesday 12 July 2023
IC substrate suppliers to see sales pick up in 2H23
Taiwan-based IC substrate companies Unimicron Technology, Nan Ya PCB, and Kinsus Interconnect Technology are expected to see their sales pick up in the second half of this year, as...
Wednesday 5 July 2023
IQE, Taiwan III-V IC makers unaffected by China's export restrictions on critical raw materials
There are several reasons why UK-based IQE and Taiwanese III-V IC manufacturers do not feel threatened by China's...
Monday 3 July 2023
Nan Ya PCB sees 2Q23 revenue hit 12-quarter low
IC substrate supplier Nan Ya PCB saw its revenue hit a 12-quarter low of NT$10.13 billion (US$325.4 million) in the second quarter of 2023.
Thursday 29 June 2023
PCB makers upbeat about long-term demand outlook
PCB and IC substrate suppliers are generally optimistic about the outlook for long-term demand, according to industry sources, citing the emerging business opportunities coming from...
Friday 9 June 2023
JMC expects modest revenue growth in 2Q23
JMC Electronics, a supplier of chip-on-film (COF) substrates, reported an 8.2% month-over-month revenue increase in May and anticipates modest sequential revenue growth in the second...
Tuesday 6 June 2023
IC substrate market returning to healthy status, says Nan Ya
Although the IC substrate market appears to be declining this year compared to 2022, it is actually returning to a healthy state, according to Jack Lu, senior VP of Nan Ya PCB.
Monday 5 June 2023
AT&S on track to start IC substrate manufacturing in Malaysia in 2H2024
IC substrate and PCB maker AT&S (Advanced Technologies & Solutions) has been expanding its IC substrate manufacturing footprint in Asia before COVID-19 outbreak. It has moved...
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