BT substrate demand has begun to rise, driven by growing demand for mobile phones and memory chips, while ABF substrate demand is expected to pick up in the second half of 2024, according to industry ...

The IC substrate industry is accelerating its recovery into a new bull cycle, driven by steady growth in AI-related application demand. At the same time, price increases are gradually... As the global ...

（以下内容从招银国际《AI-led PCB growth with substrate upside ahead》研报附件原文摘录） 深南电路(002916) SCC’s FY25 revenue grew 32% YoY to RMB23.6bn, in line with BBG consensusand 4% above our forecast. GPM improved signific ...

Kinsus is investing billions to keep pace with Nvidia and TSMC in the booming AI chip market, Nikkei Asia reported Thursday.