Semiconductor News & Analysis Feed

Strong demand for AI servers is driving higher shipments of advanced printed circuit board (PCB) products in Taiwan, but it is also tightening supply of key materials and resources, adding fresh uncertainty to the industry. The Taiwan Printed Circuit Association (TPCA) and the Industry, Science and Technology International Strategy Center (ISTI) said Taiwan's PCB manufacturing output reached NT$24

A recent open letter from the UK-based fund Palliser Capital called Taiwanese printed circuit board (PCB) maker WUS Printed Circuit one of the most undervalued AI PCB companies in the capital market. This has once drawn industry attention to the current business cooperation between WUS and its subsidiary in China, WUS Printed Circuit Kunshan.

Printed circuit boards sit underneath almost every chip, a necessity in nearly every electronic. They make up a quiet but crucial piece of the booming artificial intelligence market, and represent a growing problem for the U.S., because nearly all AI circuit boards, for Nvidia and others, are made in China. Circuit boards present all sorts of opportunities for adversaries to sneak through malici

Unimicron said it will push advanced substrate and AI system-board upgrades in 2026 to capture accelerating demand for AI-related ASICs and switches, aiming for record revenue that would exceed its 2022 peak. The IC substrate and printed circuit board maker announced the strategy at its annual shareholders' meeting at the end of May, citing a shift in demand away from GPUs and CPUs toward ASICs, s

Copper clad laminate (CCL) maker Iteq held its 2026 annual general meeting on Thursday, with Chairman Dennis Chen saying that the continued deepening of generative AI applications, faster cloud computing and data center expansion, and steady growth in demand from new energy-related industries are boosting demand for high-end electronic materials and high-frequency, high-speed printed circuit board

A deep tech startup has come out of stealth brandishing a prototype of what it claims to be 'the world’s first fluid circuit board.'

Printed circuit board (PCB) drill bit manufacturer Topoint Technology approved a private placement of unsecured convertible corporate bonds with a maximum issuance amount of NT$600 million (approx. US$19.10 million) at its shareholders' meeting on May 26. The company also welcomed Unimicron Technology, Gold Circuit Electronics (GCE), and Zhen Ding Technology Group (ZDT) as strategic investors.