A surge in demand for ABF substrates driven by AI applications has created ripple effects across the semiconductor packaging supply chain. Industry sources report that the upstream supply of high-grade fiberglass cloth, a critical material, is being stretched thin. This has caused significant delays in BT substrate deliveries, creating bottlenecks for memory module makers struggling to fulfill urgent orders. Some market watchers anticipate price hikes for BT substrates, with the increase potentially spilling over to ABF substrates as well

Tesla is reinforcing its presence in China's electric SUV segment with the upcoming Model Y L, a long-wheelbase, six-seat version positioned between the Model Y and Model X. Disclosed in filings published by China's Ministry of Industry and Information Technology (MIIT) on July 16, the Model Y L enters a rapidly growing market for large, three-row electric SUVs amid intensifying competition

China's Ministry of State Security on July 18 accused foreign intelligence agencies of working with domestic operatives to smuggle rare earth elements out of the country. In a WeChat post, the ministry said the materials were shipped overseas in "small batches across multiple shipments," with smugglers frequently altering delivery routes to evade detection