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NEWS TAGGED PASSIVE, PCB, OTHER IC COMPONENTS
Thursday 10 July 2025
Mixed outlook for substrate market in 2H25: Price hikes mainly reflect rising costs
As the calendar moves into the second half of 2025, the traditional consumer peak season is gradually unfolding. The market expects that due to continuous increases in operating costs...
Thursday 10 July 2025
Stay or relocate: Taiwan makers weigh exodus amid weak government support
The free trade agreement (FTA) between the US and South Korea has now become irrelevant under Donald Trump's administration. Taiwan's tech products also face the possibility of losing...
Thursday 10 July 2025
Yageo-Shibaura merger talks shift to Taipei, signaling strategic pivot in acquisition push
Taiwan-based passive component manufacturer Yageo Corporation is advancing its bid to acquire Japan's Shibaura Electronics following multiple deadline extensions and a surprise bid...
Thursday 10 July 2025
Phison 2Q25 revenue hits record as NAND controller shipments surge
NAND flash manufacturers have been implementing production cuts, leading to urgent orders to surge and leaving a supply shortage for NAND controllers. Phison CEO K.S. Pua explained...
Wednesday 9 July 2025
South Korea's Hana cracks TGV glass substrate market with eye on AI chip boom
Hana Technology, a South Korean equipment maker formerly focused on battery solutions, has developed core Through Glass Via (TGV) technology for semiconductor glass substrates, signaling...
Wednesday 9 July 2025
Taiwanese PCB firms navigate new tariff landscape, strategically pivots across Thailand, Vietnam, and Malaysia
The Trump administration has announced new reciprocal tariffs on Southeast Asian countries to address origin washing in supply chains. This move adds complexity to the manufacturing...
Wednesday 9 July 2025
T-Glass shortage chokes CoWoS substrate supply, Nittobo delays ramp-up
Since the end of 2024, a critical shortage of T-Glass has been disrupting the global supply chain for advanced chip packaging. This specialized glass fabric, prized for its low thermal...
Wednesday 9 July 2025
Topco Scientific reports record 2Q25, 1H25 sales, driven by demand from advanced semiconductor processes
Topco Scientific has reported record sales for both the second quarter and first half of 2025, driven mainly by demand for semiconductor materials supporting advanced manufacturing...
Wednesday 9 July 2025
Intel halts in-house glass substrate development as Tan avoids 'R&D trap'
Glass substrates are considered one of the key directions for advanced packaging development, especially showing significant potential in high-performance computing (HPC) and data...
Tuesday 8 July 2025
Gudeng weathers tariff storm but warns of shrinking customer budgets
Following US President Donald Trump's announcement of reciprocal tariffs on 14 nations, including a 25% duty on Japanese and South Korean imports, concerns are rising that Taiwan...
Tuesday 8 July 2025
EDA tool ban lifted, China's PCB industry seizes strategic opening

As demand surges for AI, HPC, and high-speed communications, the PCB industry is entering a new phase of advanced innovation. Chinese...

Sunday 6 July 2025
Yamaha Motor launches robotics division to tap semiconductor equipment demand
Yamaha Motor is accelerating its pivot into the semiconductor equipment space with the launch of Yamaha Robotics, a newly established division focused on robotic systems for electronics...
Friday 4 July 2025
Vietnam tariff deal triggers SEA jitters for Taiwan's PCB supply chain
Less than a week ahead of the tariff truce deadline, US President Donald Trump announced that the Commerce Department had struck a deal with Vietnam. Under the agreement, Vietnamese...
Wednesday 2 July 2025
Thailand's 70% local hiring rule challenges Taiwanese PCB expansion
Taiwanese PCB manufacturers expanding in Thailand face a challenge as new government rules require foreign-invested firms to have at least 70% local employees and no more than 30%...
Tuesday 1 July 2025
GaN's paradox: surging demand, sinking profits
Under pressure from low-cost competition in China, many application sectors are struggling to turn a profit. Recently, the compound semiconductor gallium nitride (GaN) industry has...