News tagged Passive, PCB, other IC components at DIGITIMES

NEWS TAGGED PASSIVE, PCB, OTHER IC COMPONENTS

Thursday 9 April 2026

AI chip demand tightens ABF substrate supply, three-year upcycle in sight

As AI CPUs, GPUs, and application-specific integrated circuits (ASICs) advance to new generations, they are driving a sharp increase in both substrate size and layer counts. Simultaneously,...

Wednesday 8 April 2026

Taiwan's Zhen Ding projects AI-driven surge as next-gen platforms hit production

Looking ahead, Taiwan's printed circuit board giant Zhen Ding Technology expects a strong growth trajectory beginning in the second quarter,...

Wednesday 8 April 2026

Rising gallium costs force price increases across GaAs chip supply chain

Prices for gallium arsenide (GaA) substrates — a key material used in power amplifiers for wireless communications — are rising,...

Wednesday 8 April 2026

Analysis: ASML earnings preview; SK Hynix and TeraFab already facing EUV capacity difficulties

Compared to short-term geopolitical turbulence, the AI megatrend represents a once-in-a-generation business opportunity. In the past, TSMC often took the lead during earnings season...

Wednesday 8 April 2026

Middle East conflict disrupts supply chain; polarizer prices set to rise 10% from 2Q26

Industry sources reveal that polarizer manufacturers are preparing a price hike starting in the second quarter of 2026, with increases beginning at 10%, though final approval remains...

Wednesday 8 April 2026

China export controls spark global InP supply concerns for AI high-speed transmission

Indium phosphide (InP), a critical material for long-distance optical communication, has become essential for AI-driven high-speed data transmission. However, China's export restrictions...

Tuesday 7 April 2026

Korean chip suppliers face second year of price cuts despite AI boom

Samsung and SK Hynix delivered record performance in 2025, driven by strong investment in AI infrastructure. Yet the gains have not flowed...

Tuesday 7 April 2026

PCB bottlenecks, freight costs push electronics prices higher

The global electronics supply chain is facing a cost shock not seen in years. War in Iran, surging AI demand, and tight capacity are simultaneously driving up prices across raw materials,...

Tuesday 7 April 2026

CCL expansion triggers equipment shortages; lead times extend up to two years

Driven by applications such as AI high-speed computing, electric vehicles (EVs), and 5G/6G communications, demand for high-frequency, high-speed PCB materials has surged. Copper-clad...

Saturday 4 April 2026

Semco raises ABF substrate prices as AI server demand surges

The explosive growth in artificial intelligence (AI) servers and high-performance computing (HPC) is driving up the value of key components like ABF substrates. With ongoing bottlenecks...

Friday 3 April 2026

Samsung Electro-Mechanics lifts FC-BGA prices on AI-driven shortage

Samsung Electro-Mechanics has raised prices for its high-end flip-chip ball grid array (FC-BGA) substrates as demand from artificial intelligence (AI) servers and high-performance...

Thursday 2 April 2026

Copper price surge drives quarterly lead frame price hikes

Lead frame packaging suppliers are hiking prices to pass along rising costs sweeping through the semiconductor supply chain. Gold, silver, and copper prices continue to climb sharply,...

Thursday 2 April 2026

Asahi Kasei enters AI chip fiberglass market to challenge Nittobo's dominance

Japan's Asahi Kasei has announced its official entry into the AI chip supply chain with fiberglass cloth as an insulating substrate material, targeting the current global leader Nittobo,...

Thursday 2 April 2026

Topco maintains stable shipments despite Middle East conflict, builds safety stock as AI demand accelerates

As the US-Iran conflict enters its second month, concerns are mounting over potential disruptions to global energy supplies and petrochemical feedstocks. Against this backdrop, Jeffery...

Thursday 2 April 2026

Denso targets US$54 billion revenue, Rohm deal faces Toshiba-Mitsubishi alliance hurdle

Japan's auto parts supplier Denso on March 31 unveiled a mid-term business plan through March 2031, targeting revenue of JPY8 trillion (approx. US$54 billion) and a return on equity...

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Feb 9, 08:00

iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory

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RESEARCH INSIGHTS

Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook