Tuesday 9 April 2024
HPC and AI devices to boost ABF substrate demand
Despite slowing ABF substrate market growth, demand is expected to be fueled by rising demand for HPC and AI device applications.
Tuesday 2 April 2024
IC substrate industry to resume growth in 2H24
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.
Monday 1 April 2024
AI and satellites spark hope for PCB renaissance
Despite ongoing geopolitical tensions and inventory adjustments, the global PCB industry is poised for a resurgence, buoyed by robust demand for AI and HPC.
Thursday 28 March 2024
Samsung Group ventures into glass substrate development to challenge Intel, Apple eyes adoption
Subsidiaries of the Samsung Group will collaborate to invest in the research and development of Glass Core Substrates (GCS) to expedite their commercialization, aiming to rival Intel,...
Wednesday 27 March 2024
Japan-based suppliers capitalize on emerging glass substrate as chipmakers embrace advanced packaging
As global chipmaking leaders like Intel are optimistic about introducing glass substrates for advanced IC packaging, Japan-based PCB suppliers are capitalizing on the emerging tech...
Wednesday 27 March 2024
High-end ABF substrate yields remain headache for Unimicron
Unimicron Technology's production yield rates for high-end ABF substrates remain lower than those of Ibiden. This presents a challenge to the Taiwanese company, despite being the...
Thursday 21 March 2024
BT substrate demand rising, ABF substrates to follow in 2H24
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...
Wednesday 13 March 2024
PCB specialist Zhen Ding actively growing IC substrate biz
Zhen Ding Technology, a PCB specialist, has been actively expanding its IC substrate business, with AI and automotive as the primary focus.
Tuesday 12 March 2024
Great expectations for AI highlight ABF pain points
The ABF substrate industry is in a quandary.
Wednesday 6 March 2024
XR market becomes growth focus for South Korean manufacturers as ABF substrate business struggles
Although the semiconductor industry has experienced rapid growth in certain sectors such as high-bandwidth memory (HBM), the recovery remains slow. Particularly, companies that viewed...
Wednesday 6 March 2024
SiC substrate prices rapidly falling in China
SiC substrate prices are rapidly falling in China, but prices in other parts of the world remain stable, according to industry sources.
Thursday 22 February 2024
Unimicron poised to regain ABF substrate shipment growth amid AI chip boom
Following a significant drop in sales of BT substrates and midrange ABF substrates in 2023 amid sluggish post-pandemic consumer electronics demand, Taiwan's Unimicron Technology is...
Wednesday 21 February 2024
Chinese tier-1 SiC substrate suppliers launch price war
China considers the third generation of semiconductors as the dominant industry that can outperform its global competitors. The silicon carbide (SiC) industry achieved significant...
Tuesday 30 January 2024
Japan's FPD equipment sales face short-term slump, G8 substrate OLED panel investments signal a promising rebound
The Semiconductor Equipment Association Japan (SEAJ) released its January 2024 report, projecting a 25% decline to JPY321.1 billion (US$2.2 billion) in Japan's Flat Panel Display...
Tuesday 30 January 2024
Malaysia sees new semiconductor cluster forming as first IC substrate plant commissioned
The global semiconductor industry has invested in Malaysia for over 50 years. With IC substrate maker Austria Technologie & Sytemtechnik (AT&S) starting production at its...
Research Report Database
Summary of Tech Supply Chain News!
Taiwan IPC makers pushing integrated services to boost profits and to see revenues grow in 2024, says DIGITIMES Research
Global smartphone shipments hit 2023 peak in 4Q23, but decelerate in 1Q24 due to seasonality, says DIGITIMES Research
Meet the analyst: Operating system in AI era will be king, says DIGITIMES Research