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Friday 22 December 2023
AI PCs to generate value on par with AI servers, say IC substrate makers
Although the current hot topic is the adoption of AI into PCs, true AI PCs remain a dream, with only Intel's Core Ultra processors, codenamed Meteor Lake, coming close.
Thursday 21 December 2023
PCB makers expect demand slowdown to end soon
The ​​Taiwan Printed Circuit Association (TPCA) noted that multiple indexes are pointing to the end of electronics components' slowdown after a year of inventory correction...
Wednesday 20 December 2023
PCB firms to see market conditions become favorable in 2Q24
The PCB supply chain generally believes that market conditions will improve beginning in the second quarter of 2024, with the AI boom providing substantial opportunities.
Friday 15 December 2023
Wus Printed Circuit to see sales recover in 1H24
PCB manufacturer Wus Printed Circuit anticipates emerging from the bottom of its operations, with sales beginning to improve in the first half of 2024.
Tuesday 12 December 2023
PCB firms upbeat about AI server demand
A surge in AI server demand will help related PCB vendors recover from setbacks they encountered in 2023, according to industry sources.
Monday 11 December 2023
Thailand emerges as key PCB production hub, reshaping global supply chains, according to DIGITIMES Research
Over the past few years, numerous PCB manufacturers have embarked on their investment spree in Thailand, marking a substantial shift in the global supply chain, with a scale rarely...
Thursday 7 December 2023
Servers drive optimism for PCB maker ACCL, as it evaluates ASEAN production
PCB maker Allied Circuit (ACCL) held its earnings call on December 6, during which spokesman Tony Chan predicted a better fourth quarter in 2023 compared to the third quarter and...
Monday 4 December 2023
Taiwanese CCL makers show resilience against PCB market headwinds, bolstered by booming AI applications
Despite global inflation, rising interest rates, and challenges in the Chinese economy impacting the PCB industry Taiwan's three major copper-clad laminate (CCL) suppliers –...
Friday 24 November 2023
Compeq sees customer inquiry for its PCB site in Thailand, sales recovering from doldrum
Compeq Manufacturing, a major high-density interconnect (HDI) printed circuit board (PCB) producer, said its third-quarter 2023 sales revenues and earnings are showing early signs...
Monday 20 November 2023
Thailand poised to be new PCB battlefield as automotive applications grow
Due to the economic downturn this year, many research firms and enterprises have scaled down sales and financial forecasts for the PCB industry. Some PCB manufacturers have taken...
Colder Products Company
Samsung expands mobile phone production beyond Asian countries, says DIGITIMES Research
SLMs to increase presence in GenAI business opportunities, says DIGITIMES Research
Generative AI market to reach US$1.5 trillion by 2030 with Taiwan holds hardware advantage; software and services to see promising future, says DIGITIMES Research