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Wednesday 8 January 2025
Nvidia RTX 50 GPUs to fuel sales growth at Taiwan OSATs in 2025
The launch of Nvidia's GeForce RTX 50 is expected to drive growth at Taiwan's packaging and testing houses in the supply chain of the latest GPU series in 2025, according to industry...
Monday 30 December 2024
GB200 NVL shipments expected to accelerate amid KYEC's capex increase
According to a report by Mizuho, shipments of the GB200 NVL are on track to meet the late 2024 schedule, even though production volumes have initially been lower due to bottlenecks...
Monday 30 December 2024
AI GPU demand drives significant increase in KYEC's capital expenditure
The rapid growth in the training requirements for generative AI (GenAI) models has led to a surge in demand for Nvidia's latest Blackwell AI GPUs. However, as the manufacturing processes...
Wednesday 17 July 2024
OSATs stepping up capex
OSATs have in recent years stepped up their capital expenditures and are actively implementing high-end packaging technology and chip heterogeneous integration, according to industry...
Wednesday 8 May 2024
IC backend houses raise 2024 capex
Taiwan-based IC backend houses including ASE Technology, Chipbond Technology, ChipMOS Technologies, King Yuan Electronics (KYEC), Powertech Technology (PTI), and Sigurd Microelectronics...
Monday 6 May 2024
Southeast Asia and Japan attract OSAT interest amid geopolitical diversification
The semiconductor industry is witnessing significant shifts influenced by geopolitical considerations. One recent case exemplifying this trend is King Yuan Electronics's (KYEC) sale...
Monday 29 April 2024
KYEC leaves China amid OSAT shift toward Southeast Asia
King Yuan Electronics (KYEC) decided to sell its assets in China, another Taiwan-based OSAT major leaving China, as the US-China geopolitical tensions are reshaping the OSAT indust...
Wednesday 10 April 2024
IC backend houses post revenue increases in 1Q24
In the first quarter of 2024, Taiwan-based IC backend houses King Yuan Electronics (KYEC), Greatek Electronics, and Sigurd Microelectronics saw revenue gains of 5.8%, 15.1%, and 15.4%,...
Monday 1 April 2024
AI will help OSAT players turn the corner, but what about electricity price hikes?
As we enter the second quarter, AI remains a focal point in the market. Nvidia, AMD, and Intel have successively released high-end chips, and with the gradual recovery of consumer...
Monday 25 March 2024
IC packaging and testing suppliers coping with electricity price hike
The Taiwanese government decided to raise electricity prices by an average of about 10% starting in April, with industrial electricity prices up by nearly 14%, the third consecutive...
Thursday 7 March 2024
Backend houses gearing up for AI chip boom
The arrival of the Artificial Intelligence (AI) age has underscored the increasing importance of semiconductor packaging and testing, with makers stepping up efforts to expand advanced...
Wednesday 6 March 2024
KYEC upbeat about AI, HPC chip demand
According to King Yuan Electronics (KYEC), the IC testing specialist is bullish about the AI and HPC chip market. The company anticipates an increase in testing volume in the second...
Wednesday 13 December 2023
ASE, KYEC look to AI chips for 2024 growth
OSATs may see inventory adjustments last into the first half of 2024, longer than other semiconductor sectors, but demand for AI chips will fuel their growth next year, according...
Thursday 9 November 2023
KYEC to see sales return to growth in 2024
King Yuan Electronics (KYEC) will see its revenue return to growth next year, boosted by high demand for AI chips as well as a recovery in demand for automotive, handset, and other...
Tuesday 17 October 2023
Nvidia B100 high-end test to begin in 2H24, benefiting OSAT players
AI server supply chain sources reveal that companies such as Foxconn subsidiary Ingrasys are currently experiencing an excessive amount of orders. Their factory workers are working...