Tuesday 22 August 2023
Unimicron sees limited impact from factory fire
A fire broke out recently at one of Unimicron Technology's factories in Taoyuan, northern Taiwan. The IC substrate and PCB maker expects the incident to have a limited impact on its...
Friday 4 August 2023
IC substrate makers see promising RCC demand prospects
With Apple likely to use resin coated copper (RCC) foil in PCBs for its 2024 iPhone series, IC substrate providers are bullish on RCC demand prospects, according to industry source...
Thursday 13 July 2023
Tai-Tech to set up new plant in Malaysia for automotive, HPC products
Tai-Tech Advanced Electronics, a power inductor specialist, recently announced plans to establish a new plant in Johor Bahru, Malaysia for the production of automotive electronics...
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...
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...
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...
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
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...
Monday 8 May 2023
Nan Ya sees 1Q23 profit fall to 8-quarter low
Nan Ya PCB, among Taiwan's major ABF substrate suppliers, saw its net profits hit an eight-quarter low of NT$2.325 billion (US$75.8 million) in the first quarter of 2023. EPS for...
Thursday 27 April 2023
IC substrate suppliers see sales hit bottom in 2Q23
Taiwan-based BT and ABF substrate suppliers expect their sales to hit bottom for 2023 in the second quarter before heading for a gradual recovery in demand from the second half.
2023 Supply Chain Summit
Global server shipment forecast and industry analysis, 2022
Global tablet demand stays in stagnation in 2Q23 and 2H23, says DIGITIMES Research
China smartphone AP shipments rise sequentially in 2Q23 and 3Q23, says DIGITIMES Research
Global high-end AI server shipments to soar in 2023, says DIGITIMES Research