Subject


PCB


2025-12-01

[News] Gold and CCL Price Surge Squeezes Substrate Makers as AI Fuels Demand for High-Value PCBs

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...

2025-07-30

[News] CoWoP: A Game-Changer Beyond CoWoS—Or Just Hype? PCB Makers Stay Skeptical

Fueled by booming demand for advanced packaging like CoWoS, a new report from China’s Wallstreetcn is turning heads with claims of a breakthrough “CoWoP” (Chip on Wafer on PCB) tech—mounting chips directly onto PCB mainboards via mSAP processes, skipping IC substrates entirely. However, Info...

2024-01-23

[News] Subsidies from the U.S. Legislation “NAPMP” Potentially Expected to Cover IC Substrates

The U.S. Department of Commerce has initiated the "National Advanced Packaging Manufacturing Program (NAPMP) ," with materials and substrates being the first subsidized areas. Due to the close collaboration between IC testing and IC substrates, it is not ruled out that the IC substrate industry coul...

2023-11-02

[News] GIGABYTE Aims for Over NT$100 Billion Revenue, Doubles Server Performance This Year  

GIGABYTE held an online earning call on November 1st, during which General Manager Etay Lee expressed optimism about the company's performance. The growth momentum in server and motherboard sectors remains robust, allowing GIGABYTE to potentially reach the significant milestone of NT$100 billion in ...

2023-07-31

High-Tech PCB Manufacturers Poised to Gain from Remarkable Increase in AI Server PCB Revenue

Looking at the impact of AI server development on the PCB industry, mainstream AI servers, compared to general servers, incorporate 4 to 8 GPUs. Due to the need for high-frequency and high-speed data transmission, the number of PCB layers increases, and there's an upgrade in the adoption of CCL grad...

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