As the global memory industry enters a supercycle driven by structural supply shortages, BT substrates for memory chips are also tightening. Taiwan-based IC substrate makers Kinsus...

As more AI GPU, CPU, and ASIC customers ramp up their market push, advanced packaging capacity continues to face tight supply. This has prompted upstream IC packaging substrate makers...

Kinsus Interconnect Technology is rushing to implement emergency expansion plans as AI server orders surge, according to Pegatron chairman TH Tung.

The memory market shortage has reignited a new wave of price increases. As supply tightens for NAND flash storage memory, traditional hard disk drives (HDD) and solid-state drives...

Kinsus Interconnect Technology, a unit of Pegatron, challenged market fears of a looming IC substrate shortage, arguing supply of both ABF and BT substrates still exceeds demand....

Amid the renewed US-China trade tensions and fierce price competition from Chinese peers, the industry trend of "China Minus One" has resurfaced, spreading from outsourced semiconductor...

Soaring demand for AI servers has propelled Taiwan's ABF substrate leaders—Unimicron Technology, Kinsus Interconnect Technology, and Nan Ya PCB—to double-digit annual...

AI-powered applications reshaped the electronics manufacturing landscape in 2024, driving a resurgence for Taiwan’s leading IC substrate makers. Unimicron, Kinsus, and Zhen...

The second half of the year is typically a peak season for substrates. Despite market volatility, strong demand for AI continues to drive the global integrated circuit (IC) substrate...

Taiwan's three leading IC substrate makers — Unimicron, Nan Ya PCB, and Kinsus — have posted mixed results for May.

Taiwan's PCB and IC substrate market will first stagnate before seeing a sharp increase in 2024, according to Maurice Lee, chairman of the Taiwan Printed Circuit Association (TPCA)...

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.

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...

Nan Ya PCB, Kinsus Interconnect Technology, and Zhen Ding Technology reported sequential revenue decreases in January of 4.3%, 5.6%, and 13.9%, respectively. Unimicron Technology...

Near-term IC substrate market conditions remain unclear, with one of the suppliers, Kinsus Interconnect Technology, showing no rush to finalize its overseas capacity expansion plan...