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Friday 25 June 2021
IC substrate makers see supply stay tight despite cryptomining slowdown
IC substrate makers continue to see their output fall short of demand, despite a recent slowdown in cryptomining demand, according to industry sources.
Thursday 24 June 2021
ASP of SLP mainboards for new iPhones to stay flat
PCB makers in the supply chain of iPhones are expected to see only limited growth in ASPs this year due to insignificant specs upgrades in SLP (substrate-like PCB) mainboards for...
Thursday 24 June 2021
BT substrate suppliers kicking off shipments for new Apple devices
BT substrate vendors in the supply chain of Apple devices are all gearing up shipments for next-generation Apple Watch, AirPods and iPhone devices, which will all massively adopt...
Wednesday 23 June 2021
Unimicron accelerates construction of new ABF substrate plant
IC substrate supplier Unimicron Technology is accelerating the construction of its new plant in Yangmei, northern Taiwan, and expects the facility to get ready for full-scale production...
Tuesday 22 June 2021
BT substrate supply may fall short of demand in 2H21
The supply of BT substrates is likely to fall short of demand in the second half of this year, but the shortage will be less severe than that of ABF substrates, according to industry...
Tuesday 15 June 2021
IC materials distributors upbeat about sales in 3Q21
Taiwan's semiconductor materials distributors including Topco Scientific, Wah Lee Industrial, Topco Technologies, and Chang Wah Electromaterials are all upbeat about their sales in...
Thursday 10 June 2021
Unimicron to sustain strong shipments of IC substrates, HDI boards
IC substrate and PCB supplier Unimicron Technology expects to sustain strong shipments throughout 2021, inspired by very clear order visibility for all its major product lines in...
Thursday 3 June 2021
AT&S to set up ABF substrate production base in Southeast Asia
AT&S has disclosed plans to invest EUR1.7 billion (US$2.07 billion) to set up a new production base for ABF substrates in Southeast Asia to satisfy the needs of its major HPC...
Wednesday 2 June 2021
Unimicron raises capex outlook for 2021
IC substrate and PCB supplier Unimicron Technology has revised upward its capex target for 2021 to NT$34.47 billion (US$1.25 billion) from around NT$27 billion set previously.
Friday 28 May 2021
ABF substrate suppliers see clear order visibility through 2023
Taiwan ABF substrate makers have been running their production lines at full capacity, with new orders unlikely to be fulfilled until 2023, according to industry sources.
Wednesday 26 May 2021
Taiwan PCB supply chain warming up for new iPhones
Taiwan PCB and CCL makers in the supply chain of Apple smartphones are gearing up production for new iPhones, with delivery schedules returning to pre-pandemic timeframes, according...
Tuesday 25 May 2021
IC substrate supply to stay constrained in 2021-2022
The global supply of IC substrates will not see major inprovement until late 2021 or 2022 when Taiwan-based suppliers' additional capacity comes online, according to industry sourc...
Tuesday 18 May 2021
PCB suppliers to be little affected by mounting pandemic in Taiwan
Taiwan's PCB makers will see only limited impact from the worsening domestic pandemic infections as the majority of their production capacities are based in China, according to industry...
Tuesday 11 May 2021
Taiwan IC substrate suppliers to embrace strong 2Q21
Unimicron Technology, Nan Ya PCB and Kinsus Interconnect Technology have all posted both sequential and on-year increases for their April revenues, and are poised to embrace brisk...
Tuesday 11 May 2021
Antenna supply chain gearing up for 5G mmWave AiP modules
Smartphone-use antenna makers are gearing up for a likely boom in demand for 5G AiP (antenna in package) modules that they expect will be triggered by Apple's release of new mmWave-enabled...
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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