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In-Depth Analyses
EVs to Uncover the Gold Mine for High-Value PCBs
From foundational propulsion systems to cutting-edge autonomous driving, new technologies in modern electric vehicles(EVs) are increasingly leaning on advanced PCBs. In a state-of-the-art electric vehicle, chips on PCB control a broad range of functions from safety alerts to convenience systems. ...
In-Depth Analyses
ASE, Amkor, UMC and Samsung Getting a Slice of the CoWoS Market from AI Chips, Challenging TSMC
AI Chips and High-Performance Computing (HPC) have been continuously shaking up the entire supply chain, with CoWoS packaging technology being the latest area to experience the tremors. In the previous piece, "HBM and 2.5D Packaging: the Essential Backbone Behind AI Server," we discovered that th...
Insights
Global GaN Power Device Market Set to Soar, Reaching $1.33 Billion by 2026
According to TrendForce's "2023 GaN Power Semiconductor Market Analysis Report - Part 1," the global GaN power device market is projected to grow from $180 million in 2022 to $1.33 billion in 2026, with a compound annual growth rate of 65%. The development of the GaN power device market is primar...
In-Depth Analyses
Can Toyota Overtake in the New Energy Vehicle Race with Solid-State Batteries?
Toyota announced during a technical conference on June 13, 2023, that Toyota has identified suitable materials to commercialize solid-state battery technology around 2027-2028, intending to introduce new energy vehicles powered by these batteries to the market. Out of the 2.17 million electric ve...
In-Depth Analyses
Under the Hood: How is SiC Reshaping the Automotive Supply Chain?
The global automotive industry is pouring billions of dollars into SiC semiconductors, hoping that they could be key to transforming vehicle power systems. This shift is rapidly changing the supply chain at all levels, from components to modules. In the previous piece "SiC vs. Silicon Debate: Wil...
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