ODMs issue bonds to finance costly AI servers

While AI server orders can provide a big boost, they aren’t easy to fulfill. Even Quanta, which holds more than NT$140 billion (approx. US$4.32 billion) in liquidity, is considering issuing bonds to raise capital for the high cost of materials for AI servers and support for multi-location production. This will be the first time in 14 years that Quanta is issuing bonds to raise funds.

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China fab tool industry poised to make significant strides, says AMEC CEO

Advanced Micro-fabrication Equipment (AMEC), a China-based semiconductor equipment manufacturer, has emerged as a formidable competitor to Applied Materials, Lam Research, and other big international rivals. Although China is still far from meeting worldwide standards in the field of semiconductor equipment, AMEC founder and CEO Gerald Yin believes that China can reach internationally technologically advanced levels within the next five to ten years.

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TSMC targets CoWoS expansion with potential purchase of Innolux plant

At the close of 2023, Innolux shuttered its 5.5-generation LCD panel facility. Reports suggest that potential buyers for this plant include Micron and TSMC. Recently, TSMC has reportedly offered NT$20 billion (US$617 million) for the acquisition, which could substantially enhance Innolux’s non-operating income. Neither TSMC nor Micron has commented on the speculation.

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Non-a-Si panels to gain prominence in automotive displays throughout 2024-2029, according to DIGITIMES Research

Global automotive display shipments are estimated to reach 225 million units in 2024, up 7.8% from a year ago, according to Jason Yang, DIGITIMES Research analyst specializing in the display industry. Yang notes that while a-Si will remain the mainstream technology for automotive displays for the next five years, the market share of other non-a-Si displays will all grow.

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