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Friday 27 June 2025
Niching sees strong growth ahead as AI boosts demand for advanced packaging
As artificial intelligence continues to accelerate the adoption of advanced semiconductor packaging, Taiwan-based materials supplier Niching is riding a wave of momentum. The company...
Friday 27 June 2025
Race for T-Glass heats up as AI giants lock in supply from Japan's Nittobo amid mounting shortages
Senior executives from Nvidia, AMD, and Microsoft have frequently visited Japanese manufacturer Nitto Boseki to secure a critical raw material for AI servers: low coefficient of thermal...
Tuesday 24 June 2025
Aurona Industries anticipates sales growth except for China
Aurona Industries, a PCB substrate manufacturer, reported a 1.2% revenue growth in May, driven by higher orders from the electronics industry following a temporary US tariff grace...
Monday 23 June 2025
NAND flash prices to stay high in 2H25 with substrate shortage to hit soon, says Phison CEO

Strong demand in the memory market is expected to keep NAND Flash prices at elevated levels in the second half of 2025, according to...

Friday 20 June 2025
Unimicron bets on AI boom as substrate demand set to surge

Unimicron, a leading manufacturer of IC substrates, is gearing up for the strong rebound in 2025, driven by surging demand for high-end...

Thursday 19 June 2025
BOE ventures into advanced packaging with glass substrate pilot production line
BOE is advancing its semiconductor glass core substrate (GCS) business. According to South Korean media reports, BOE recently procured equipment for a GCS packaging R&D pilot...
Tuesday 3 June 2025
Chip packaging material shortage deepens as top supplier raises prices 20%
Rising artificial intelligence chip demand has strained supplies of critical materials used in advanced semiconductor packaging, with Japan's Nittobo announcing price increases of...
Thursday 29 May 2025
Currency crunch stalls Nanya PCB, yet cloud and edge AI bets are just getting started

Nan Ya Printed Circuit Board Corporation (Nanya PCB), a top Taiwanese IC substrate maker, cautioned that second-quarter earnings may...

Tuesday 27 May 2025
China chip industry rises under US sanctions, Taiwan suppliers pivot
While the US-China trade war has entered a tentative truce, tensions in the semiconductor sector are escalating, placing renewed scrutiny on Taiwan's IC substrate manufacturers operating...
Tuesday 27 May 2025
TSMC's CoWoS boom squeezes substrates, stirs NAND pricing
Mitsubishi Gas Chemical (MGC), the world's leading supplier of BT substrate base materials, has notified clients of delayed shipments due to tightening raw material supply. The growing...
Monday 19 May 2025
Substrate makers' China exit stalls as SEA relocation falls short
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...
Thursday 8 May 2025
Malaysia's semiconductor strategy advances as AT&S high-volume plant delivers AMD AI chip substrates
Austria's AT&S has begun high-volume manufacturing at its new facility in Kulim Hi-Tech Park, marking a significant milestone in Malaysia's ambition to climb the semiconductor...
Monday 5 May 2025
Semco and Daeduck poised to power Tesla's autonomous Cybercab with key substrate supply

South Korea's leading substrate manufacturers, Samsung Electro-Mechanics (Semco) and Daeduck Electronics, are preparing to supply crucial...

Friday 25 April 2025
AI lifts Taiwan's substrate leaders: 2025 supply crunch nears resolution
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...
Wednesday 23 April 2025
LG Innotek unveils 'Dream Factory' to pioneer PC CPU ABF substrates and target server market expansion

LG Innotek inaugurated a new semiconductor substrate production facility on April 17 in Gumi, North Gyeongsang Province, South Korea. Named the...