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Wednesday 12 July 2023
IC substrate suppliers to see sales pick up in 2H23
Taiwan-based IC substrate companies Unimicron Technology, Nan Ya PCB, and Kinsus Interconnect Technology are expected to see their sales pick up in the second half of this year, as...
Wednesday 5 July 2023
IQE, Taiwan III-V IC makers unaffected by China's export restrictions on critical raw materials
There are several reasons why UK-based IQE and Taiwanese III-V IC manufacturers do not feel threatened by China's...
Monday 3 July 2023
Nan Ya PCB sees 2Q23 revenue hit 12-quarter low
IC substrate supplier Nan Ya PCB saw its revenue hit a 12-quarter low of NT$10.13 billion (US$325.4 million) in the second quarter of 2023.
Thursday 29 June 2023
PCB makers upbeat about long-term demand outlook
PCB and IC substrate suppliers are generally optimistic about the outlook for long-term demand, according to industry sources, citing the emerging business opportunities coming from...
Friday 9 June 2023
JMC expects modest revenue growth in 2Q23
JMC Electronics, a supplier of chip-on-film (COF) substrates, reported an 8.2% month-over-month revenue increase in May and anticipates modest sequential revenue growth in the second...
Tuesday 6 June 2023
IC substrate market returning to healthy status, says Nan Ya
Although the IC substrate market appears to be declining this year compared to 2022, it is actually returning to a healthy state, according to Jack Lu, senior VP of Nan Ya PCB.
Monday 5 June 2023
AT&S on track to start IC substrate manufacturing in Malaysia in 2H2024
IC substrate and PCB maker AT&S (Advanced Technologies & Solutions) has been expanding its IC substrate manufacturing footprint in Asia before COVID-19 outbreak. It has moved...
Friday 2 June 2023
Unimicron to build new IC substrate plant for AI applications
Taiwan's leading IC substrate maker Unimicron Technology will invest NT$30 billion (US$981.03 million) to set up a new plant in Taiwan dedicated to production of IC substrates with...
Tuesday 30 May 2023
Growing generative AI applications to drive long-term prospects for ABF substrate industry
The growing popularity of large language model (LLM) applications, such as generative AI, is likely to drive demand for high-end CPUs and GPUs, ensuring long-term prospects for ABF...
Thursday 25 May 2023
IC substrate suppliers conservative about 2023 prospects
Taiwan-based IC substrate suppliers including Unimicron Technology, Nan Ya PCB, and Kinsus Interconnect Technology are conservative about their business prospects this year, as inventory...
Wednesday 24 May 2023
Corning to raise display glass substrate prices by 20% in 3Q23
Corning announced on May 24 that it will increase its display glass substrate prices by 20%, starting in the third quarter of 2023. The company said the price rise will offset the...
Wednesday 24 May 2023
Despite market share loss, Japan IC substrate supplier influence on semi industry still strong, says DIGITIMES Research
As IC packaging trends toward high density and multiple layers, IC substrates that use Ajinomoto Build-up Film (ABF) as an insulation material (also called ABF substrates) are gaining...
Wednesday 24 May 2023
Nan Ya mulls new plant in Southeast Asia
Nan Ya PCB, among Taiwan's major ABF substrate suppliers, is mulling to set up a new plant in Southeast Asia, according to company senior vice president LR Lu.
Tuesday 23 May 2023
European, US SiC substrate suppliers slightly lower prices for Asian customers
In response to increased competition from Chinese competitors, SiC substrate suppliers from Europe and the US have slightly lowered prices for Asian customers, according to industry...
Monday 15 May 2023
Tape COF substrate supplier JMC posts smaller loss in 1Q23
Taiwan-based JMC Electronics, a tape chip-on-film (COF) substrate supplier, saw its net losses narrow to NT$18 million (US$0.58 million) in the first quarter of 2023, despite a 17%...
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Summary of Tech Supply Chain News!
Taiwan IPC makers pushing integrated services to boost profits and to see revenues grow in 2024, says DIGITIMES Research
Global smartphone shipments hit 2023 peak in 4Q23, but decelerate in 1Q24 due to seasonality, says DIGITIMES Research
Meet the analyst: Operating system in AI era will be king, says DIGITIMES Research