The recent acquisitions will enhance Walsin Technology's production capabilities, expanding its footprint in Southeast Asia while meeting the growing demand for advanced server and telecom components.
LG Innotek inaugurated a new semiconductor substrate production facility on April 17 in Gumi, North Gyeongsang Province, South Korea. Named the "Dream Factory," the facility is focused on producing Flip Chip Ball Grid Array (FC-BGA) substrates, a key component for connecting semiconductor chips to mainboards. These high-density substrates are indispensable for high-performance computing, artificial intelligence, servers, and autonomous vehicles, all sectors poised for robust growth.
China's RF chip sector is facing a major disruption as Murata Manufacturing files five patent lawsuits against Maxscend Technologies in both China and South Korea, alleging that its MAX-SAW filters—commonly referred to as TF-SAW—violate five core Murata patents. Patent analysis indicates a broader risk, with nearly all TF-SAW-based products from Maxscend potentially exposed to systemic infringement claims.
The sudden imposition of hefty tariffs by the US has caught Taiwanese manufacturers off guard, particularly those who have recently shifted production capacity to Southeast Asia. Thailand and Vietnam have been hit with tariffs as high as 37% and 46%. With 2025 marking the peak of new PCB production capacity expansion in Thailand, this tariff news has shaken the industry.
