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Thursday 19 December 2024
Chinese automakers weigh Nissan tie-up amid US market challenges
Chinese automakers, including NIO, XPeng Motors, BYD, and Taiwan's Foxconn, are reportedly exploring partnerships with cash-strapped Nissan, leveraging its global distribution networks...
Wednesday 4 December 2024
Ibiden plans 40% output boost for AI server IC substrates in 2025
Japanese IC substrate maker Ibiden is ramping up production capacity in response to rising demand linked to generative AI, with plans centered on renovating its current facilities...
Wednesday 6 November 2024
Ibiden and Shinko Electric optimistic about AI, but standard server demand remains weak
Japanese IC substrate manufacturer Ibiden has lowered its overall performance forecast for the fiscal year 2024 (April 2024 to March 2025). Similarly, another IC substrate company,...
Thursday 25 July 2024
Weakening Japanese yen increases pressure on Taiwan ABF substrate suppliers
The Japanese yen's depreciation will provide Japan-based ABF substrate companies with an additional advantage over their Taiwanese counterparts, in addition to technology leadership,...
Thursday 27 June 2024
Ibiden scales up AI chip substrate capacity for Nvidia supply chain
Ibiden, the Japanese electronic component supplier, used to be seen as an Intel supply chain partner.
Friday 3 May 2024
Ibiden's fiscal slump: IC substrates drive profit plunge, amid promising AI demand
Japan-based IC substrate manufacturer Ibiden saw a decline in its fiscal performance for 2023 (April 2023 to March 2024).
Tuesday 30 January 2024
Ibiden forecasts generative AI to triple IC substrate sales in fiscal year 2024
Ibiden, a Japan-based IC substrate manufacturer, has highlighted a slower-than-anticipated rebound in the global demand for IC substrates. Despite this, there's a glimmer of hope...
Thursday 28 September 2023
TSMC talks about new 3Dblox 2.0, 3DFabric achievements
At the TSMC 2023 OIP Ecosystem Forum, TSMC announced the new 3Dblox 2.0 open standard and major achievements of its Open Innovation Platform (OIP) 3DFabric Alliance. The 3Dblox 2.0...
Monday 26 June 2023
Generative AI trend reaches IC substrates; Ibiden lowers reliance on Intel by turning to Nvidia
Amid the generative AI boom, manufacturers related to AI semiconductors are all expected to benefit from this trend and thus have received much attention from the market. Japan's...
Monday 19 June 2023
Japanese enterprises accelerate getting rid of red supply chains
Japanese companies have moved to transfer their supply chains away from China and establish new subsidiaries and plants in other regions after the Economic Security Promotion Act...
Monday 12 December 2022
Zhen Ding eyes high-end IC substrates as growth driver for next 5-10 years
Taiwan's top PCB supplier Zhen Ding Technology will focus more on high-end IC substrates, particularly ABF substrates, to bolster its future revenue growth amid persistently strong...
Wednesday 24 August 2022
IC substrate and automotive PCB demand promising
Market observers are generally optimistic about the IC substrate and automotive PCB market prospects in the long term, with both product segments to become major growth drivers for...
Tuesday 26 April 2022
ABF substrate makers to see new capacity boost biz results in next 3 years
Taiwan-based ABF substrate suppliers including Unimicron Technology, Nan Ya PCB and Kinsus Interconnect Technology are expected to commercialize additional capacities boosting their...
Tuesday 22 March 2022
ABF substrate makers continue to see clients queue up for capacity
ABF substrate suppliers continue to see customers queue up for their available capacities, with the visibility of orders extended to at least 2027, according to industry sources.
Monday 1 November 2021
Demand for large-area ABF substrates rises fast for HPC chips
As chipmakers continue to ramp up production of large-size HPC chips to meet the ever-rising requirements for computing power, IC substrate makers are all stepping up capacity expansion...