Thursday 11 April 2024
PCB market to boom later this year, says TPCA chair
Taiwan's PCB and IC substrate market will first stagnate before seeing a sharp increase in 2024, according to Maurice Lee, chairman of the Taiwan Printed Circuit Association (TPCA)...
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.
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...
Tuesday 12 March 2024
Great expectations for AI highlight ABF pain points
The ABF substrate industry is in a quandary.
Thursday 7 March 2024
Taiwan's CCL trio soars with AI servers in 2023, eyes bright 2024
The advancement of AI application is driving significant developments in the essential materials for PCB and HDI, with Taiwan's leading trio in Copper Clad Laminate (CCL) —...
Tuesday 27 February 2024
Unimicron increases 2024 capex target with AI as key growth engine
In response to its mid-term expansion strategy, Unimicron Technology has upped its capex goal for this year by NT$6.9 billion (US$218.8 million) to NT$24.2 billion, a nearly 40% increase,...
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 17 January 2024
ABF substrate prices unlikely to peak in 2024
ABF substrate prices are unlikely to reach their previous high in 2024 but should have already reached their low point, according to industry sources.
Tuesday 12 December 2023
Leaders in Taiwan's substrate sector reach consensus that 2024 will see mild recovery
The weak end demand since the second half of 2022 has affected the ABF substrate capacity utilization rate of the four major Taiwanese substrate manufacturers: Unimicron, Nanya PCB,...
Tuesday 12 December 2023
PCB firms upbeat about AI server demand
A surge in AI server demand will help related PCB vendors recover from setbacks they encountered in 2023, according to industry sources.
Friday 1 December 2023
Suppliers optimistic about ABF substrate market in 2024, 2025
Industry suppliers are generally optimistic about Ajinomoto Build-up Film (ABF) substrate market prospects for 2024 and 2025, citing the recovery of the PC market, a growing demand...
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...