As cargo ships bound for Europe continue to take the long route around Africa to avoid potential dangers in the Red Sea, manufacturers have adjusted their strategies to account for...
With ChatGPT significantly boosting demand for AI servers, related supply chain players have seen orders for Copper Clad Laminate (CCL), PCB, and ABF substrates increase, according...
OSAT providers are optimistic about business opportunities accompanying the AI boom, with many gearing up to develop new packaging technologies to support silicon photonics.
The arrival of the AI smartphone era is giving GaAs (Gallium Arsenide) Epitaxial chip (Epi) manufacturers such as Taiwan's VPEC (Visual Photonics Epitaxy Co.) something to get excited...
Amid a recovery in the memory industry driven by robust demand for AI applications, upstream manufacturers are actively promoting DDR5 and high-bandwidth memory (HBM) to enhance profitability...
Over the past year, the electronics industry faced sluggish global demand, yet major semiconductor companies globally witnessed growth in market capitalization. According to data...
While demand for EVs has softened, drivetrain components and car interior parts suppliers said they will not stop developing new products for EVs. Many companies focus on the high-end...
Despite the ongoing downturn in the overall IT product market, notebooks and smartphones continue to experience robust demand, with their use of foldable panels on the rise. This...
When will memory manufacturers restart expansion plans after weathering the storm of a sluggish market and falling average selling prices (ASPs)? This question appears not hard to...
In 2023, the rapid growth of the generative AI market brought a turning point for SK Hynix's memory business. Following the AI server market taking off, the memory industry is now...
Urgent orders from China due to US export controls have become a last resort for ASML in the global semiconductor industry downturn. Now, at the beginning of 2024, ASML has confirmed...
The upcoming release of 5G and AI-capable smartphones will boost demand for Power Amplifiers (PA), benefiting industry suppliers such as Gallium Arsenide (GaAs) foundry Win Semiconductors...
Many anticipated the economic situation would only see a more noticeable recovery in the second half of 2024. However, from an end-user perspective, Apple's Vision Pro has already...
ASML reported strong books for the last quarter. The lithography equipment giant still expects uncertainties in the chip industry in 2024, and the demands from memory makers will...
The PCB industry has been on a roller coaster ride in the past three years, with 2021 and 2022 seeing a massive disruption in the supply chain caused by pandemic-related imbalances...
