Tuesday 9 April 2024
HPC and AI devices to boost ABF substrate demand
Despite slowing ABF substrate market growth, demand is expected to be fueled by rising demand for HPC and AI device applications.
Tuesday 2 April 2024
IC substrate industry to resume growth in 2H24
The IC substrate sector is predicted to return to growth in the second half of 2024, with the growth momentum continuing in 2025, according to industry sources.
Monday 1 April 2024
AI and satellites spark hope for PCB renaissance
Despite ongoing geopolitical tensions and inventory adjustments, the global PCB industry is poised for a resurgence, buoyed by robust demand for AI and HPC.
Wednesday 27 March 2024
High-end ABF substrate yields remain headache for Unimicron
Unimicron Technology's production yield rates for high-end ABF substrates remain lower than those of Ibiden. This presents a challenge to the Taiwanese company, despite being the...
Thursday 21 March 2024
BT substrate demand rising, ABF substrates to follow in 2H24
BT substrate demand has begun to rise, driven by growing demand for mobile phones and memory chips, while ABF substrate demand is expected to pick up in the second half of 2024, according...
Wednesday 13 March 2024
PCB specialist Zhen Ding actively growing IC substrate biz
Zhen Ding Technology, a PCB specialist, has been actively expanding its IC substrate business, with AI and automotive as the primary focus.
Tuesday 12 March 2024
Great expectations for AI highlight ABF pain points
The ABF substrate industry is in a quandary.
Wednesday 6 March 2024
XR market becomes growth focus for South Korean manufacturers as ABF substrate business struggles
Although the semiconductor industry has experienced rapid growth in certain sectors such as high-bandwidth memory (HBM), the recovery remains slow. Particularly, companies that viewed...
Tuesday 27 February 2024
Unimicron increases 2024 capex target with AI as key growth engine
In response to its mid-term expansion strategy, Unimicron Technology has upped its capex goal for this year by NT$6.9 billion (US$218.8 million) to NT$24.2 billion, a nearly 40% increase,...
Thursday 22 February 2024
Unimicron poised to regain ABF substrate shipment growth amid AI chip boom
Following a significant drop in sales of BT substrates and midrange ABF substrates in 2023 amid sluggish post-pandemic consumer electronics demand, Taiwan's Unimicron Technology is...
Friday 26 January 2024
Semco reportedly to put new Vietnam plant into production in 2Q24
The previously announced new ABF substrate plant in Vietnam by Samsung Electro-Mechanics (Semco) was slated to begin production in the second half of 2023. However, due to a general...
Wednesday 17 January 2024
ABF substrate prices unlikely to peak in 2024
ABF substrate prices are unlikely to reach their previous high in 2024 but should have already reached their low point, according to industry sources.
Tuesday 12 December 2023
Leaders in Taiwan's substrate sector reach consensus that 2024 will see mild recovery
The weak end demand since the second half of 2022 has affected the ABF substrate capacity utilization rate of the four major Taiwanese substrate manufacturers: Unimicron, Nanya PCB,...
Friday 1 December 2023
Suppliers optimistic about ABF substrate market in 2024, 2025
Industry suppliers are generally optimistic about Ajinomoto Build-up Film (ABF) substrate market prospects for 2024 and 2025, citing the recovery of the PC market, a growing demand...
Thursday 23 November 2023
LG Innotek's Gumi plant powers up as ABF substrates hub amid AI surge
In a bid to ride the wave of AI, LG Innotek is set to continue enhancing its ABF substrate technology and capacity. The South Korean firm's Gumi factory, once a camera module production...
Summary of Tech Supply Chain News!
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
Taiwan server industry experiences decline in 2023 revenues and shipments; poised to see growth in 2024, says DIGITIMES Research