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NEWS TAGGED PASSIVE, PCB, OTHER IC COMPONENTS
Friday 28 March 2025
Tariff turbulence looms—but AI server cooling stays hot
As global supply chains navigate renewed US-China trade tensions, Topco Technologies Corp. is capitalizing on a surge in demand for AI server thermal materials—one of the few...
Thursday 27 March 2025
Eternal Materials seizes opportunities in UV curing materials
Eternal Materials is optimistic about the growth trend in curing materials and continues to expand production lines. The company's Suzhou plant, with a capacity of 10,000 tons, is...
Thursday 27 March 2025
Inergy sees growth in 2Q25 as AI server cooling fans ramp up
The chairman of IC design house Inergy, John Lin, stated that the growth momentum in the server and energy storage sectors is promising. The company has successfully entered the supply...
Thursday 27 March 2025
Substrate and materials suppliers in CoWoS supply chain working to close capacity gaps
Nvidia's high-end AI server, the GB200, is facing challenges due to technical bottlenecks and material supply issues. Industry sources report that key materials used for chip substrates...
Thursday 27 March 2025
Positive outlook for quantum computing; academic and research initiatives poised to propel Taiwan forward
Nvidia CEO Jensen Huang recently revised his earlier skepticism about the potential of quantum computing, now acknowledging its potential to enhance Nvidia's chip sales through synergies...
Thursday 27 March 2025
Demand for capacitors in servers to quadruple by 2029, say Japan analysts
The growth of AI data centers is expected to drive surging demand for capacitors used in servers, with the Japan Electronics and Information Technology Industries Association (JEITA)...
Wednesday 26 March 2025
PCB firms see AI and networking demand drive growth in 2Q25
Entering the second quarter of 2025, Taiwanese PCB manufacturers have exhibited optimism on market recovery, propelled by persistent demand from high-end applications, including AI...
Tuesday 25 March 2025
Japanese PCB maker Meiko to join satellite supply chain, challenging Taiwan's dominance
Japan's Meiko is set to become the third supplier in the low-Earth orbit satellite market by 2025, challenging the dominance of Taiwanese manufacturers Compeq and Unitech as geopolitical...
Monday 24 March 2025
Shinko Electric to delist in June, eye DNP and Mitsui Chemicals partnership on backend process materials
The Japan Innovation Network (JIC) has completed the tender offer for shares of Shinko Electric Industries, a Fujitsu subsidiary specializing in IC substrates, and the company is...
Monday 24 March 2025
Disruption Index 2025: Automotive sector hit hardest, parts costs surpass tariff concerns
In 2025, the automotive industry is projected to surpass healthcare, technology, and financial services for the first time to become the sector most impacted by disruptive changes...
Friday 21 March 2025
Apple supplier Wingtech offloads ODM assets to Luxshare in semiconductor pivot
Luxshare Precision Industry announced on March 20 that it will acquire core assets from Wingtech Technology's consumer electronics system integration unit. The all-cash deal, executed...
Friday 21 March 2025
Chinese PCB material price hikes force Taiwan CCL makers to follow suit
Several Chinese suppliers of crucial PCB components, including copper-clad laminate (CCL) and glass fiber fabric, have recently announced price increases in response to global supply...
Thursday 20 March 2025
Iteq gears up for AI notebook surge in 2Q, eyes 2025 rebound
Iteq Corporation (Iteq), a major copper-clad laminate (CCL) manufacturer, faced growth challenges in 2024 due to Nvidia's GB200 chip shipment delays, underperforming compared to rivals...
Thursday 20 March 2025
Niching expects demand for advanced packaging and heat dissipation to drive sales surge
Niching, a Taiwan-based semiconductor materials and components supplier, expects continued growth in overall demand through 2025. General manager Dao-Jing Huang highlighted that growth...
Thursday 20 March 2025
Nvidia GTC 2025 reveals future of AI chips: shift to liquid cooling will become more apparent

At Nvidia's annual GTC conference, CEO Jensen Huang outlined the company's plans for its next-generation AI chips, including the Blackwell...