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    H200 China clearance to benefit SK Hynix directly, Samsung gradually
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    Samsung's Trifold phone launch in China to challenge Huawei dominance
    1h 3min ago
    Foxconn and Luxshare expand Vietnam production amid game console supply chain reshuffle
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    Commentary: China's tech mergers face setbacks amid valuation and integration challenges
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    China's tech barriers on auto creates new cross-border opportunities for Taiwan
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    China's PCB industry maintains dominance amid US decoupling
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    NEWS TAGGED IC SUBSTRATE
    Tuesday 9 December 2025
    Zhen Ding projects strong revenue growth in 2026, expects doubling by 2027
    Zhen Ding Technology said next-generation AI server platforms entering mass production will drive a major revenue lift in 2026 and set up a doubling growth phase in 2027. The company...
    Thursday 20 November 2025
    IC substrate shortage to persist in 2026, AI and memory customers sign long-term contracts
    Taiwan's IC substrate makers anticipate a 10-20% supply gap of T-Glass material in 2026, prompting AI and memory customers to pursue long-term contracts to ensure capacity and stabilize...
    Wednesday 19 November 2025
    Ofuna Technology sees rising PCB and IC substrate demand amid AI growth, plans capacity expansion
    Ofuna Technology, a provider of PCB laser drilling equipment and processing services, reported a surge in demand driven by the AI industry wave during an investor briefing on November...
    Tuesday 4 November 2025
    Ibiden raises fiscal 2025 financial forecast as GenAI orders exceed expectations
    Japanese IC substrate giant Ibiden announced an upward revision of its fiscal year 2025 financial forecast, running April 2025 to March 2026, with revenue, operating profit, and net...
    Thursday 30 October 2025
    Glass substrates edge toward prime time in PCB and chip packaging sector

    As Moore's Law nears its physical and commercial limits, advanced packaging has become the new battleground defining the evolution of...

    Tuesday 21 October 2025
    The quiet duopoly powering AI server substrates: Taiwan and Japan’s next supply edge
    Eclat Forever Machinery (EFM), a Taiwan-based maker of advanced IC substrate equipment, told investors it expects stronger performance in 2026 than in 2025. Chairman Chou Cheng-chun...
    Monday 13 October 2025
    Niching sustains growth momentum in heat spreaders and IC substrates amid AI server and auto electronics demand
    Taiwan-based Niching Industrial continues its steady growth trajectory in 2025, buoyed by robust demand from AI servers and automotive electronics. The company's heat spreader and...
    Saturday 11 October 2025
    Nemstek targets semiconductor market growth with listing planned for November
    Nemstek, a leading plasma equipment manufacturer, has intensified its focus on semiconductor, ABF substrate, PCB, and new energy environmental applications in recent years, steadily...
    Monday 1 September 2025
    TPCA Show to kick off in October with Unimicron chair as keynote speaker
    The technology supply chain will gather for a series of exhibitions in the second half of 2025, including Taiwan's major PCB industry event, the TPCA Show, which will take place from...
    Monday 25 August 2025
    Semco revamps IC substrate supply chain amid AI accelerator push
    Samsung Electro-Mechanics (Semco) has recently adjusted its IC substrate supply chain, appointing Mitsubishi and Resonac as the primary suppliers for key materials such as copper-clad...
    Thursday 21 August 2025
    IC substrate market split: Kinsus sees adequate supply, high-end ABF tight by 2026
    Kinsus Interconnect Technology, a unit of Pegatron, challenged market fears of a looming IC substrate shortage, arguing supply of both ABF and BT substrates still exceeds demand....
    Monday 21 July 2025
    AI server growth lifts ABF market, while BT substrates struggle with supply constraints

    A surge in demand for ABF substrates driven by AI applications has created ripple effects across the semiconductor packaging supply chain...

    Saturday 12 July 2025
    Southeast Asia tariff uncertainties dampen PCB investment momentum
    Southeast Asia's reciprocal tariff framework has prompted major IC substrate manufacturers to pause southbound investment evaluations. Meanwhile, Taiwanese and Chinese PCB producers...
    Thursday 10 July 2025
    Mixed outlook for substrate market in 2H25: Price hikes mainly reflect rising costs
    As the calendar moves into the second half of 2025, the traditional consumer peak season is gradually unfolding. The market expects that due to continuous increases in operating costs...
    Wednesday 11 June 2025
    Nan Ya PCB sees another executive change as president Andy Tang retires
    IC substrate manufacturer Nan Ya PCB announced that company president Andy Tang will retire and step down on June 16, 2025. The company has yet to announce a successor.
    1/31 pages
    AsiaAPE
    BIZ FOCUS
    Dec 8, 08:00
    SK hynix Honored with Two Major Titles at GSA Awards 2025
    Monday 8 December 2025
    LitePoint 2025: Shaping the Future with Wi-Fi 8 and Optical Communication Testing
    Friday 5 December 2025
    Navigating Semiconductor Demand and Supply Challenges in 2026
    Thursday 4 December 2025
    ASIC Shift for High-Speed Computing: PGC's Design Service Turnkey Platform Speeds Time-to-Market
    Special Report