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    Samsung reportedly shifts GaN strategy toward foundry as device business stalls
    6h 56min ago
    Nvidia's rapid AI refresh cycle strains supply chain partners
    6h 56min ago
    Wuhan's optical valley bets big on AI with 12.8T module debut
    6h 56min ago
    Lam Research sees PLP pilot-line wave in the next 1-2 years
    6h 57min ago
    China's teleco trio roll out token pricing for AI compute services
    6h 57min ago
    NEWS TAGGED SUBSTRATE
    Thursday 21 May 2026
    AI chip boom strains ABF substrate supply chain
    AI is shifting the semiconductor supply chain's next bottleneck from wafer fabrication and HBM memory to ABF substrates — a lower-profile but critical packaging material used...
    Thursday 21 May 2026
    LG Innotek wins long-term substrate deals as Intel and cloud giants secure supply
    LG Innotek has secured substrate supply terms with major technology customers that increasingly resemble long-term agreements used in the memory-chip sector, boosting the South Korean...
    Tuesday 19 May 2026
    AEM targets semiconductor and AI markets, begins sampling anti-warpage film and PTFE materials
    Flexible copper clad laminate (FCCL) manufacturer Asia Electric Material (AEM) said that its long-term investment in new product development has begun to yield results, with the company's...
    Tuesday 19 May 2026
    China's display boom fuels push for materials independence
    As China cements its position as the world's largest producer of display panels, the country is now pushing deeper into one of the industry's most strategically sensitive areas: substrate...
    Friday 15 May 2026
    China keeps tight InP export controls despite Trump-Xi talks
    As the US and China continue to clash over geopolitics and critical materials supply, industry sources say China's restrictions on indium phosphide (InP) substrates for optical communications...
    Thursday 14 May 2026
    Samsung reportedly speeds up 3D NAND, packaging, and substrate plans
    Samsung Electronics is reportedly reviving delayed semiconductor initiatives across next-generation NAND flash, compound semiconductors, advanced packaging, and substrates —...
    Thursday 14 May 2026
    Korea races to narrow chip packaging gap with Taiwan and China

    AI server demand is pushing semiconductor packaging into a new growth cycle, but the market remains heavily concentrated among a small...

    Wednesday 13 May 2026
    Ajinomoto raises ABF substrate film prices 30%
    Ajinomoto has informed IC substrate makers that it will raise prices for its key ABF build-up film by 30%, with the new pricing expected to take effect in the third quarter of 2026...
    Tuesday 12 May 2026
    From substrates to servers, Taiwan industry gains from the AI infrastructure surge
    April results across Taiwan's electronics hardware supply chain underscored how deeply artificial intelligence infrastructure is reshaping demand patterns — from advanced materials...
    Monday 11 May 2026
    Tesla AI5 ignites Samsung-LG race for ABF substrates, robot parts

    LG Innotek is seeking to enter Tesla's AI semiconductor supply chain by targeting ABF-based FC-BGA substrate orders for the automaker's...

    Monday 11 May 2026
    AI surge drives Taiwan push for second-source PCB materials as market booms
    The global copper-clad laminate market expanded sharply as AI computing demand forced higher-spec hardware, and Taiwan's printed circuit board supply chain moved to secure second-source...
    Sunday 10 May 2026
    Taiwan's IntelliEPI warns of severe indium phosphide supply shortage
    As AI data centers demand ever-faster networking speeds and more advanced optical interconnects, one of the semiconductor industry's lesser-known materials is emerging as a major c...
    Wednesday 6 May 2026
    GCS Holdings says InP export controls remain top supply risk despite capacity and sourcing moves
    Export controls on indium phosphide (InP) risk prolonging supply strains in the compound semiconductor market, GCS Holdings warned, affecting optical and RF component makers worldwide...
    Tuesday 5 May 2026
    DDR6 server memory moves into early development as industry prepares for next-generation AI demand
    The development of next-generation server memory DDR6 is reportedly entering early hardware validation, as memory makers and supply chain partners begin pre-development work ahead...
    Monday 4 May 2026
    Win Semiconductors: GaAs and InP supply still meets production demand
    Rising raw material prices have pushed up gallium arsenide (GaAs) substrate costs, squeezing a key material used in power amplifiers (PA). Win Semiconductors said that its scale gives...
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    BIZ FOCUS
    Apr 28, 08:00
    AI anti-fraud solution wins virtual asset security hackathon
    Monday 27 April 2026
    SK hynix receives 2026 IEEE Corporate Innovation Award
    Monday 27 April 2026
    Anti-fraud hackathon winner showcases multi-dimensional tech-nology framework
    Friday 24 April 2026
    NewPower Named HPE 2026 Partner of the Year
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook