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NEWS TAGGED PASSIVE, PCB, OTHER IC COMPONENTS
Friday 22 August 2025
MinebeaMitsumi holds firm at JPY6,200, refuses to raise bid for Shibaura Electronics after Yageo increases offer
Following Yageo's announcement on August 21, 2025, that it has increased its tender offer bid (TOB) for Shibaura Electronics to JPY6,635 (US$44.64) per share, up from JPY6,200, Japanese...
Friday 22 August 2025
Nvidia to adopt CoWoP advanced packaging for 2027 AI GPU, reshaping PCB supply chain
Nvidia Corporation is set to implement a new advanced packaging technology called Chip-on-Wafer-on-Platform PCB (CoWoP) for its next-generation GR150 AI GPU, expected to launch in...
Friday 22 August 2025
Yageo raises Shibaura offer again, challenging MinebeaMitsumi
Taiwan-based passive components giant Yageo announced it has increased its tender offer price for Japan's negative temperature coefficient (NTC) thermistor manufacturer Shibaura Electronics...
Thursday 21 August 2025
High-end PCB materials shortage looms as AI demand outpaces capacity
The artificial intelligence boom is driving sharp demand growth across the printed circuit board (PCB) materials chain, pushing both prices and volumes higher. Supply pressure is...
Thursday 21 August 2025
IC substrate market split: Kinsus sees adequate supply, high-end ABF tight by 2026
Kinsus Interconnect Technology, a unit of Pegatron, challenged market fears of a looming IC substrate shortage, arguing supply of both ABF and BT substrates still exceeds demand....
Wednesday 20 August 2025
PCB giant Zhen Ding plans US$1.1 billion expansion to support AI supply chain
Zhen Ding Technology, the world's largest printed circuit board (PCB) manufacturer, announced that its Chinese subsidiary, Avary Holding, has approved a major investment plan for...
Wednesday 20 August 2025
Minebea Mitsumi calls Shibaura deal a once-in-a-lifetime chance as Yageo delays linger
The acquisition contest for Shibaura Electronics, a maker of negative temperature coefficient (NTC) thermistors, has intensified as Minebea Mitsumi and Taiwan's Yageo Corporation...
Tuesday 19 August 2025
China's CCL makers raise prices amid surging costs; Taiwan's PCB sector braces for impact
China's copper-clad laminate (CCL) producers, pressured by surging raw material costs and intensifying competition, have issued new price increase notices. Kingboard, Meizhou Weilibang...
Tuesday 19 August 2025
Nan Pao revises down capex, as semiconductor adhesives drive growth
Nan Pao Resins Chemical Group has been expanding into the semiconductor sector, with an eye on semiconductor adhesives and other electronic applications driving growth. Following...
Tuesday 19 August 2025
Intelligo reports 52% jump in Q2 profit, sees stronger 2H25
Taiwan-based ASIC design firm Intelligo Technology, which specializes in AI-powered acoustics and speech recognition, posted solid gains in the second quarter of 2025 as consumer...
Tuesday 19 August 2025
Yageo extends tender offer deadline for Shibaura Electronics amid MinebeaMitsumi price match
Taiwan's Yageo Corporation has extended the deadline for its tender offer bid (TOB) for Japan's Shibaura Electronics to August 28 amid a competitive price increase from rival MinebeaMitsumi...
Monday 18 August 2025
Topco Scientific prepares for 2027 showdown as Chinese wafer makers strengthen market hold
As China's semiconductor juggernaut gathers pace, a fierce contest for dominance in the silicon wafer market is becoming inevitable for global suppliers.
Monday 18 August 2025
Strong demand for advanced nodes drives Topco's 1H25 revenue growth
Topco Scientific (TSC) stated during an earnings call on August 14, 2025, that current semiconductor market conditions are on par with the first quarter of 2025, adding that advanced...
Monday 18 August 2025
Section 232 investigations loom over Taiwan's key industries
Despite TSMC's US$165 billion investment in the US, Taiwan does not appear to have any special favor from the United States. Taiwan faces a higher reciprocal tariff compared to Japan...
Monday 18 August 2025
Strong AI and HPC demand drives Daxin Materials' dual growth engines, ready to expand capacity
Daxin Materials reported solid operational performance in the first half of 2025, with expectations for continued growth in the semiconductor and display materials sectors in the...