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Friday 24 July 2020
ABF substrate suppliers see clear order visibility through 2021
ABF substrate suppliers including Unimicron Technology, Nan Ya PCB and Kinsus Interconnect Technology have all seen their order visibility extend into 2021, thanks to continued robust...
Wednesday 22 July 2020
Nittobo plant fire may disrupt global ABF substrate supply
A recent fire that broke out at one of Nittobo's plants in Fukushima, Japan is expected to impact the already-tight supply of ABF substrates worldwide and push up quotes for them,...
Wednesday 15 July 2020
Taiwan IC substrate makers land more MediaTek orders for 5G chips
Taiwan-based IC substrate makers including Unimicron Technology and Kinsus Interconnect Technology have seen a ramp-up in BT substrate orders for MediaTek's 5G SoCs as the chipmaker...
Wednesday 1 July 2020
Taiwan makers revving up to boost FC-AiP substrate yield rates
Taiwan-based IC substrate makers continue to improve their AiP (antenna in package) substrate production yield rates seeking to gain a firm presence in AiP packaging that is expected...
Tuesday 30 June 2020
5G iPhone shipments may be much weaker than expected in 2020, say sources
Shipments of mmWave-enabled 5G iPhones slated for launch later this year are estimated to reach only 15-20 million units in 2020 compared to a previous supply chain estimate of 30-40...
Monday 29 June 2020
IC equipment maker Group Up upbeat about 3Q20
Group Up Industrial (GP) has clear order visibility through the third quarter of 2020, thanks to growing demand from its PCB and IC substrate clients looking to ramp up their offerings...
Thursday 4 June 2020
Taiwan PCB makers may penetrate into iPhone supply chain via BOE
China-based panel maker BOE reportedly will become an OLED panel supplier for Apple's 5G iPhones in addition to Samsung Display and LG Display, giving Taiwan-based PCB makers a chance...
Monday 11 May 2020
Zhen Ding, Unimicron looking to extend lead over peers via bold capex injection
The coronavirus pandemic may force many Taiwan-based PCB makers to slow down their capacity expansion plans in the short term due to uncertain market prospects, but Zhen Ding Technology...
Tuesday 7 April 2020
Taiwan MLCC, resistor makers see mostly orders with short lead time
Taiwan-based passive component makers have landed mostly short lead time orders recently from clients seeking to replenish their inventory, with order visibility clear just one month...
Thursday 27 February 2020
Yageo sees MLCC, chip resistor inventory hit 10-year low
Passive components maker Yageo has seen its inventory for MLCCs and chip resistors hit the lowest levels in nearly 10 years and will properly raise prices to reflect increased costs,...
Tuesday 25 February 2020
MLCC, chip resistor prices set to rise through 2020
Prices for MLCCs and chip resistors are expected to rise through the fourth quarter of 2020 as supply will increasingly fall short of demand for 5G applications while fallouts of...
Monday 24 February 2020
Taiwan PCB makers urged to accelerate capacity relocation amid outbreak
Taiwan's PCB makers are facing higher risks from the coronavirus outbreak thanks to relatively heavier production deployments in China than their peers in Japan and South Korea, prompting...
Wednesday 5 February 2020
MLCC, resistor lead time significantly extended on tight supply
The supply of MLCC and resistor chips is getting increasingly tight with delivery lead time stretching significantly, which may soon push up quotes as major makers including Yageo...
Wednesday 25 December 2019
Samsung to source more HDI PCBs from Korea suppliers
Samsung Electronics reportedly will place more orders with its existing suppliers DAP and Korea Circuit, rather than their Taiwanese peers, after the withdrawal of its PCB supply...
Tuesday 17 December 2019
Semco quits HDI market to focus on IC substrates
Samsung Electro-Mechanics (Semco), following the footsteps of LG Innotek, has announced quitting the HDI market, officially closing its plant in Kunshan, China to focus on production...
Research Report Database
Summary of Tech Supply Chain News!
Taiwan foundry industry revenues to slip in 1Q24 before rising in 2Q24, says DIGITIMES Research
Research Insight: Intel obtains subsidies but faces challenges
South Korea-based makers lead transparent display as China-based competitors ramp up Inkjet investments, according to DIGITIMES Research