Friday 3 May 2024
Ibiden's fiscal slump: IC substrates drive profit plunge, amid promising AI demand
Japan-based IC substrate manufacturer Ibiden saw a decline in its fiscal performance for 2023 (April 2023 to March 2024).
Tuesday 30 January 2024
Ibiden forecasts generative AI to triple IC substrate sales in fiscal year 2024
Ibiden, a Japan-based IC substrate manufacturer, has highlighted a slower-than-anticipated rebound in the global demand for IC substrates. Despite this, there's a glimmer of hope...
Thursday 28 September 2023
TSMC talks about new 3Dblox 2.0, 3DFabric achievements
At the TSMC 2023 OIP Ecosystem Forum, TSMC announced the new 3Dblox 2.0 open standard and major achievements of its Open Innovation Platform (OIP) 3DFabric Alliance. The 3Dblox 2.0...
Monday 26 June 2023
Generative AI trend reaches IC substrates; Ibiden lowers reliance on Intel by turning to Nvidia
Amid the generative AI boom, manufacturers related to AI semiconductors are all expected to benefit from this trend and thus have received much attention from the market. Japan's...
Monday 19 June 2023
Japanese enterprises accelerate getting rid of red supply chains
Japanese companies have moved to transfer their supply chains away from China and establish new subsidiaries and plants in other regions after the Economic Security Promotion Act...
Monday 12 December 2022
Zhen Ding eyes high-end IC substrates as growth driver for next 5-10 years
Taiwan's top PCB supplier Zhen Ding Technology will focus more on high-end IC substrates, particularly ABF substrates, to bolster its future revenue growth amid persistently strong...
Wednesday 24 August 2022
IC substrate and automotive PCB demand promising
Market observers are generally optimistic about the IC substrate and automotive PCB market prospects in the long term, with both product segments to become major growth drivers for...
Tuesday 26 April 2022
ABF substrate makers to see new capacity boost biz results in next 3 years
Taiwan-based ABF substrate suppliers including Unimicron Technology, Nan Ya PCB and Kinsus Interconnect Technology are expected to commercialize additional capacities boosting their...
Tuesday 22 March 2022
ABF substrate makers continue to see clients queue up for capacity
ABF substrate suppliers continue to see customers queue up for their available capacities, with the visibility of orders extended to at least 2027, according to industry sources.
Monday 1 November 2021
Demand for large-area ABF substrates rises fast for HPC chips
As chipmakers continue to ramp up production of large-size HPC chips to meet the ever-rising requirements for computing power, IC substrate makers are all stepping up capacity expansion...
Friday 8 October 2021
Samsung reportedly to build additional ABF substrate capacity
Samsung Electro-Mechanics (SEMCO) reportedly plans to install a new production line for ABF-based flip chip ball grid array (FCBGA) substrates at its factory site in Vietnam, with...
Thursday 23 September 2021
Nan Ya to scale up ABF substrate output for AMD processors
Nan Ya PCB is set to commercialize new ABF substrate capacity by the end of 2021 and will scale up its output substantially for AMD's processors in the second quarter of 2022, which...
Thursday 23 September 2021
ABF substrate supply to remain constrained in 2022
Due to spec upgrades of new processors and growing difficulty in producing high-end ABF substrates with satisfactory yield rates, the world's actual ABF substrate supply growth could...
Friday 23 July 2021
ABF substrate supply may stay short of demand through 2023
ABF substrate supply is likely to remain short of demand through 2023 although makers in Taiwan, Japan and South Korea have all geared up capacity expansions at the request of chipmaking...
Monday 19 July 2021
ABF substrate prices poised to rise further in 2H21
ABF substrate prices are likely to rise quarter by quarter in the second half of the year, as demand for such substrates continues to outgrow new capacity supply, according to industry...
Research Report Database
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