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Thursday 8 May 2025
Malaysia's semiconductor strategy advances as AT&S high-volume plant delivers AMD AI chip substrates
Austria's AT&S has begun high-volume manufacturing at its new facility in Kulim Hi-Tech Park, marking a significant milestone in Malaysia's ambition to climb the semiconductor value chain amid shifting global supply networks driven by geopolitical tensions.
Thursday 8 May 2025
Can Malaysia make leap from assembly to advanced packaging leader?
Malaysia's semiconductor industry, currently accounting for approximately 7% of global semiconductor exports with annual revenue of around RM575 billion (approx. US$130 billion), stands at a critical juncture as the nation pursues an ambitious strategy to move up the value chain amid shifting global technology supply networks.
Thursday 8 May 2025
Innolux strengthens leadership as it accelerates transformation beyond display panels

Innolux Corporation, one of the world's leading panel manufacturers, held its annual general meeting this week. During the meeting, shareholders elected a new nine-member board, including five independent directors. Following the meeting, the board reappointed Jim Hung as Chairman and CEO, reinforcing his leadership amid a pivotal moment in the company's transformation.

Wednesday 7 May 2025
Nuvoton returns to profitability in 1Q25
Benefiting from advanced supply chain pull-ins amid tariff uncertainties, microcontroller unit (MCU) manufacturer Nuvoton Technology returned to profitability in the first quarter of 2025 after experiencing three straight quarters of losses. At the same time, the first-quarter gross margin increased to 41.3%, mainly due to the optimization of its product portfolio.
Wednesday 7 May 2025
Apple's earnings reveal underlying concerns, dampens confidence in PCB supply chain
Apple reported quarterly earnings that exceeded market forecasts, demonstrating strong performance in both revenue and profit. This development has brought a sense of optimism to the Taiwanese printed circuit board (PCB) supply chain as it anticipates orders related to new device models expected in the second half of the year.
Tuesday 6 May 2025
Chunghwa Precision hits pause on Taoyuan fab expansion as tariff risks push pivot to AI test tech
Chunghwa Precision Test (CHPT) expects steady demand for high-performance computing (HPC) orders in the second quarter and is seeing increased momentum in automotive applications. However, mounting concerns over US reciprocal tariffs and global economic volatility have prompted the company to consider delaying its planned expansion of a third facility in Pingzhen, Taoyuan.
Tuesday 6 May 2025
Tariff tensions delay ABF substrate recovery as Unimicron shifts focus to CoWoS clients
Uncertainty surrounding US President Donald Trump's tariff policy has rattled global supply chains and triggered downward revisions in growth forecasts for consumer electronics and networking. The fallout has slowed momentum in the high-end ABF substrate segment, with the industry now pushing expectations for a recovery to 2026.
Monday 5 May 2025
Semco and Daeduck poised to power Tesla's autonomous Cybercab with key substrate supply

South Korea's leading substrate manufacturers, Samsung Electro-Mechanics (Semco) and Daeduck Electronics, are preparing to supply crucial components for Tesla's next-generation autonomous taxi, the Cybercab. With production slated to begin in the second half of 2025, both companies are positioned to deliver ABF substrates (FC-BGA) for the high-tech vehicle by the end of 2025.

Saturday 3 May 2025
Murata braces for 8-year profit nadir as smartphone, auto headwinds mount
Murata Manufacturing anticipates its profit for fiscal year 2025 (April 2025 to March 2026) to hit an eight-year low, citing stagnant demand for smartphones and automotive components, along with currency headwinds from a stronger yen.
Wednesday 30 April 2025
Made in America, delayed by parts
Taiwan's electronics manufacturing services (EMS) providers are accelerating their North American production plans in response to tariff threats, but component shortages and capacity constraints at US chip plants could hamper the AI server market for years, according to industry sources.
Monday 28 April 2025
FICG rides Johor-Singapore SEZ momentum, eyes deeper expansion with clients in tow
FIC Global, Inc. (FICG), a leading optical communication module provider, is accelerating its Southeast Asia expansion as momentum builds around the Johor-Singapore Special Economic Zone (JS-SEZ). The company has announced plans to establish a new production base in Johor, Malaysia, to meet customer demands for diversified manufacturing locations and capitalize on the zone's first-mover benefits.
Monday 28 April 2025
Walsin’s strategic acquisitions in Southeast Asia are set to meet the growing demand for advanced PCBs

The recent acquisitions will enhance Walsin Technology's production capabilities, expanding its footprint in Southeast Asia while meeting the growing demand for advanced server and telecom components.

Monday 28 April 2025
Elna Printed Circuits expands Asian footprint following Japanese acquisition
Global Brands Manufacture, a PCB manufacturer under Passive System Alliance (PSA), is advancing its Asian expansion strategy following the acquisition of Japanese PCB maker Lincstech, according to Elna's General Manager Ian Yang.
Friday 25 April 2025
AI lifts Taiwan's substrate leaders: 2025 supply crunch nears resolution
Soaring demand for AI servers has propelled Taiwan's ABF substrate leaders—Unimicron Technology, Kinsus Interconnect Technology, and Nan Ya PCB—to double-digit annual growth, ending a sluggish period of inventory corrections. As production scales and supply tightens, the market appears on track to reach equilibrium by late 2025, lifting hopes for a sustained rebound in the advanced packaging industry.
Wednesday 23 April 2025
Taiwan PCB sector rallies on tariff pause and rush orders, yet clouds loom over 2H demand
Taiwan's PCB suppliers report that the ongoing US-China tariff tensions prompted early order pull-ins from networking and consumer electronics customers, allowing the first quarter of 2025 to outperform typical seasonal expectations.
Wednesday 23 April 2025
LG Innotek unveils 'Dream Factory' to pioneer PC CPU ABF substrates and target server market expansion

LG Innotek inaugurated a new semiconductor substrate production facility on April 17 in Gumi, North Gyeongsang Province, South Korea. Named the "Dream Factory," the facility is focused on producing Flip Chip Ball Grid Array (FC-BGA) substrates, a key component for connecting semiconductor chips to mainboards. These high-density substrates are indispensable for high-performance computing, artificial intelligence, servers, and autonomous vehicles, all sectors poised for robust growth.

Wednesday 23 April 2025
MinebeaMitsumi delays Shibaura Electronics acquisition as Yageo raises takeover bid
Japanese component manufacturer MinebeaMitsumi has delayed its tender offer to acquire sensor maker Shibaura Electronics. Initially scheduled for April 23, the move comes after Taiwanese firm Yageo Corp.'s unsolicited bid, which included a raised price, prompting MinebeaMitsumi to reassess its offer terms to potentially match Yageo's new bid.
Tuesday 22 April 2025
Hanmi Semiconductor's tough stance against SK Hynix supported by large TC bonder order from Micron
South Korean media outlets have reported that Hanmi Semiconductor has received additional orders for thermo-compression bonding (TCB) equipment from Micron Technology. Some industry sources believe that the tough measures recently taken by Hanmi Semiconductor against SK Hynix are backed by strong support from Micron.
Monday 21 April 2025
BenQ Materials says tariff impact manageable
Taiwan-based polarizer maker BenQ Materials, which has diversified into the healthcare and semiconductor markets, has not seen much impact so far from the US tariff war as only a small portion of its revenue comes from the US, according to company chairman Zhien-Chi Chen.
Monday 21 April 2025
Taiwan's Yageo raises the stakes in bidding war for Japan's Shibaura
Taiwan’s Yageo Corp., a prominent player in the global passive components market, has stepped up its efforts to acquire Japan’s Shibaura Electronics. This move has escalated a widely followed takeover battle, drawing significant attention from investors and sparking discussions around shareholder rights and corporate governance.
Monday 21 April 2025
Tong Hsing eyes stronger G2 growth amid minimal tariff impact and Philippines expansion
Tong Hsing Electronic, a major backend services provider for CMOS image sensors (CIS), reported that while first-quarter operations saw a slight year-over-year decline, performance nonetheless exceeded internal expectations. Looking ahead, the company anticipates stronger results in the second quarter, with optical communication products within its RF module segment poised to deliver the most robust growth. Demand for ceramic substrates and high-end CIS is also expected to recover gradually.
Friday 18 April 2025
Murata's global patent blitz targets Maxscend, threatens China's TF-SAW exports

China's RF chip sector is facing a major disruption as Murata Manufacturing files five patent lawsuits against Maxscend Technologies in both China and South Korea, alleging that its MAX-SAW filters—commonly referred to as TF-SAW—violate five core Murata patents. Patent analysis indicates a broader risk, with nearly all TF-SAW-based products from Maxscend potentially exposed to systemic infringement claims.

Friday 18 April 2025
Yageo posts strong Q1 results, eyes growth in AI and EV sectors
Taiwanese passive component manufacturer Yageo reported first-quarter operating results that exceeded market expectations, driven by a gradual normalization of inventory levels among downstream distributors. This stabilization spurred restocking for select product categories, boosting revenue and profitability beyond prior forecasts.
Friday 18 April 2025
Taiwanese passive component sector navigates tariff uncertainties despite record-breaking revenue
Taiwan's passive component industry has demonstrated strong growth in the first quarter of 2025, overcoming typical seasonal declines. Major companies in the sector, including Yageo, Walsin, and Ample Electronic Technology, reported revenue increases reaching record levels. High-end applications such as AI servers, automotive electronics, and computing devices underpin this robust growth.
Friday 18 April 2025
C Sun poised to join US semiconductor expansion wave
C Sun Manufacturing is showcasing its advanced semiconductor, PCB, and panel-level packaging (PLP) equipment at Touch Taiwan 2025, emphasizing continued growth despite mounting concerns over US semiconductor tariffs. The company, a key player in CoWoS and 2.5D/3D packaging equipment, is strategically aligning with global foundry expansion plans, particularly in the US and Europe.