News
Amid Iran-related disruptions, growing shortages and price surges across key semiconductor inputs are increasingly threatening global tech supply chains. According to Nikkei, prices for metals and petrochemical materials have surged sharply amid the Iran war and related blockages in the Strait of Ho...
News
AI-driven demand is surging across the supply chain, with copper clad laminates (CCL) also coming under significant strain. According to Hankyung, citing sources, a Seoul-based PCB maker placed advance orders worth KRW 10 billion with Taiwan’s EMC and TUC—more than five times its typical monthly...
News
Raw material prices are climbing, and the semiconductor substrate industry is feeling the strain as the cost of critical inputs continues to rise. According to ZDNet, South Korea’s substrate makers are facing mounting pressure from sharp increases in raw material prices. Citing industry sources, t...
Insights
Apple is expected to unveil the iPhone 15 in September 2023, with minimal changes anticipated in its PCB design. According to research from TrendForce, the iPhone 16, set to launch in 2024, is projected to adopt the use of RCC (Resin Coated Copper) material for its mainboard to reduce the device's t...
Insights
TrendForce's investigation into the supply chain reveals that Apple plans to upgrade the PCB materials in its new iPhone models in 2024. The current copper-clad laminate (CCL) will be partially replaced with resin-coated copper (RCC), aiming to reduce the size and thickness of the mainboard. This up...