Industry insiders said US-China relations have been flammable ever since the trade war ignited, especially in the high-stakes arena of semiconductors. But in recent weeks, a series of diplomatic signals suggests the two sides may be testing the boundaries of each other's political and economic endurance.
Intel's once-touted 18A chipmaking process, which former CEO Pat Gelsinger emphasized as a critical factor for surpassing competitor TSMC by 2025, appears to have lost its position as the focal point of the company's strategic plans.
As demand surges for AI, HPC, and high-speed communications, the PCB industry is entering a new phase of advanced innovation. Chinese PCB manufacturers are aggressively moving into the AI server and HDI segments, seizing the opportunity through technical breakthroughs, expanded capacity, and ambitious market expansion.
WPG Holdings' planned restructuring is already stirring the semiconductor distribution sector, even in the absence of formal announcements. Attention is centered on the potential repositioning of World Peace Industrial (WPI) as a global consignment hub, one that could reroute orders away from rival distributors.
