The global wave of AI data center construction continues to accelerate, driving structural growth across the PCB and passive component...
AI computing demand continues to fuel growth in the global memory market, but the industry's attention is shifting beyond short-term price...
TSMC is accelerating advanced packaging capacity expansion as supply remains tight, with market chatter indicating its CoWoS monthly...
Mitsubishi Chemical and Japan Steel Works are preparing a fresh capacity expansion in gallium nitride (GaN) substrates, aiming to capture...
TSMC is accelerating CoWoS capacity expansion while also pushing ahead with next-generation panel-level packaging, CoPoS, aiming to...
The global memory market is facing a structural supply-demand imbalance that shows little sign of easing. Micron's stronger-than-expected...
Kioxia, one of the world's major NAND flash memory suppliers, is prioritizing long-term agreements (LTAs), BiCS migration, and domestic...
