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Monday 8 September 2025
Taiwan PCB makers pivot to AI servers amid China exodus
As the four major cloud service providers (CSPs) aggressively ramp up their presence in the AI computing market, Taiwan's printed circuit board (PCB) industry is experiencing a clear...
Saturday 6 September 2025
GCE plans to expand Taiwan capacity with NT$1.6B purchase of CMC Zhongli plant
As demand for AI servers drives full production capacity, PCB manufacturer Gold Circuit Electronics (GCE) announced on September 5, 2025, that its board of directors approved a NT$1.6...
Friday 5 September 2025
Taiwan PCB makers brace for mixed 2H25 as tariffs cloud demand
As the second half of 2025 ushers in the peak season for consumer electronics, Taiwanese PCB suppliers are preparing for new product launches from key clients like Apple. Despite...
Friday 5 September 2025
AI data centers turn to MCIO connectors as GPUs outgrow PCB traces
The rapid advancement of GPU power is driving demand for faster, higher-frequency data links in AI servers and hyperscale data centers. With transfer rates pushing 32 gigatransfers...
Thursday 4 September 2025
Taiwan PCB supply chain tightens capex scale; leaders increase AI and SEA investments
Despite facing global end-market inventory adjustments and rising geopolitical uncertainties, Taiwan's printed circuit board (PCB) supply chain is shifting its capital expenditure...
Thursday 4 September 2025
Odisha secures semiconductor deals at Semicon India 2025
Odisha emerged as a key player in India's semiconductor landscape at Semicon India 2025, securing multiple high-value investment commitments and unveiling ambitious manufacturing...
Wednesday 3 September 2025
Why TSMC is holding back on advanced packaging despite soaring demand
TSMC's CoWoS capacity remains in high demand, securing its dominant position in advanced semiconductor packaging with rumored gross margins nearing 80%. However, TSMC is proceeding...
Monday 1 September 2025
TPCA Show to kick off in October with Unimicron chair as keynote speaker
The technology supply chain will gather for a series of exhibitions in the second half of 2025, including Taiwan's major PCB industry event, the TPCA Show, which will take place from...
Monday 1 September 2025
APCB faces pressure after capacity reduction, eyes boost from DDR5, optical modules in 2026
Taiwan-based PCB manufacturer APCB is launching two new products in 2025, following significant capacity downsizing in 2024. However, the company noted that the new QSFP optical module...
Thursday 28 August 2025
CoWoP packaging takes on TSMC’s CoWoS, pressures CoPoS in AI chips
Advanced packaging technologies are evolving at breakneck speed, with attention now shifting beyond wafer-level processes to panel and printed circuit board (PCB) platforms. A new...
Wednesday 27 August 2025
Nvidia's CoWoP PCB architecture targets ABF substrates but faces warpage risk
Nvidia's new advanced packaging technology, Chip-on-Wafer-on-Platform (CoWoP), has moved into testing with engineering samples of its base printed circuit boards (PCBs) under verification...
Tuesday 26 August 2025
AI smart glasses accelerate transformation in FPC industry
AI servers have become a key growth driver for the global printed circuit board (PCB) industry. Companies specializing in advanced packaging IC substrates and high-layer count, high-density...
Monday 25 August 2025
Semco revamps IC substrate supply chain amid AI accelerator push
Samsung Electro-Mechanics (Semco) has recently adjusted its IC substrate supply chain, appointing Mitsubishi and Resonac as the primary suppliers for key materials such as copper-clad...
Friday 22 August 2025
Nvidia to adopt CoWoP advanced packaging for 2027 AI GPU, reshaping PCB supply chain
Nvidia Corporation is set to implement a new advanced packaging technology called Chip-on-Wafer-on-Platform PCB (CoWoP) for its next-generation GR150 AI GPU, expected to launch in...
Thursday 21 August 2025
High-end PCB materials shortage looms as AI demand outpaces capacity
The artificial intelligence boom is driving sharp demand growth across the printed circuit board (PCB) materials chain, pushing both prices and volumes higher. Supply pressure is...