Monday 16 October 2023
Taiwanese substrate manufacturers quiet in September; looking to demand rebound in 2024
The September revenue performances of the top three Taiwanese substrate manufacturers have been revealed along with their third-quarter revenues. Despite operations not seeing as...
Monday 2 October 2023
Applied Materials cuts into supply chain for Intel glass substrate technology
Applied Materials and its equipment and materials partners have entered the supply chain for Intel's recently announced glass substrates for advanced packaging, according to industry...
Thursday 28 September 2023
TSMC talks about new 3Dblox 2.0, 3DFabric achievements
At the TSMC 2023 OIP Ecosystem Forum, TSMC announced the new 3Dblox 2.0 open standard and major achievements of its Open Innovation Platform (OIP) 3DFabric Alliance. The 3Dblox 2.0...
Tuesday 12 September 2023
ABF substrate shortage may return in 2024
ABF substrates may experience a reversal from a 5% oversupply in 2023 to a 5–8% shortage in 2024-2025, according to industry sources.
Tuesday 29 August 2023
Unimicron Suzhou plans listing in China
Unimicron Technology (Suzhou), an 86%-owned subsidiary of IC substrate and PCB maker Unimicron Technology, will submit for China's A-share listing, according to the parent company...
Tuesday 22 August 2023
Unimicron sees limited impact from factory fire
A fire broke out recently at one of Unimicron Technology's factories in Taoyuan, northern Taiwan. The IC substrate and PCB maker expects the incident to have a limited impact on its...
Tuesday 1 August 2023
Inventory adjustment for ABF substrates extends to 2024; long-term optimism about AI driving demand
The ABF substrate industry is facing a short-term headwind. Unimicron, whose ABF substrate business accounted for 52% of its revenue in 2Q23, admitted during its earnings call that,...
Thursday 27 July 2023
Unimicron looks to AI, high-speed transmission for long-term growth
PCB maker Unimicron Technology will focus on developing AI-related and high-performance computing (HPC) high-speed transmission network communications applications in the future,...
Wednesday 26 July 2023
Unimicron's capex further reduced, exacerbating uncertainty in the short-term PCB supply and demand
On the 26th, Unimicron held its Q2 2023 earnings conference, chaired by senior vice president Zhong Mingfeng. He mentioned that the revenue for Q3 showed only a slight increase compared...
Wednesday 19 July 2023
ABF substrate demand to strengthen in 4Q23
The upcoming M3-equipped Mac series, as well as the demand for AI servers, are likely to drive ABF substrate demand in the fourth quarter of 2023, according to industry sources.
Wednesday 12 July 2023
IC substrate suppliers to see sales pick up in 2H23
Taiwan-based IC substrate companies Unimicron Technology, Nan Ya PCB, and Kinsus Interconnect Technology are expected to see their sales pick up in the second half of this year, as...
Friday 2 June 2023
Unimicron to build new IC substrate plant for AI applications
Taiwan's leading IC substrate maker Unimicron Technology will invest NT$30 billion (US$981.03 million) to set up a new plant in Taiwan dedicated to production of IC substrates with...
Thursday 11 May 2023
ABF substrate market may regain prosperity in 2024
The ABF substrate market segment is expected to regain prosperity in 2024, buoyed by rising demand for AI servers, according to market sources.
Wednesday 19 April 2023
Taiwan PCB makers remain focused on high-end offerings
Taiwan-based PCB manufacturers are still committed to enhancing their high-end offerings for network device, server, and data center applications despite lower-than-expected demand...
Friday 24 March 2023
Taiwan PCB makers moving production to Southeast Asia
Taiwan-based printed circuit board (PCB) makers have expedited transferring manufacturing away from China, with several establishing new plants or extending current lines in Southeast...
Strategize Confidently with Insights into Samsung
Global top-5 notebook brands experience over 20% on-month shipment drop in October, says DIGITIMES Research
Global notebook shipments rise in 3Q23 but to slip in 4Q23, says DIGITIMES Research
Research Insight: order backlog, China demand to drive Infineon automotive segment in FY24