Over a decade ago, China’s IT industry still heavily relied on imported chips and displays, but as of today, influenced by China-US geopolitical tensions, while the chips still depend on imports, the issue of the panel has effectively disappeared.

Nvidia and Intel have announced a rare partnership to jointly develop next-generation AI data center and PC platform chips. Despite predominantly negative market interpretations, the industry remains optimistic that this “powerful collaboration” will promote closer integration of GPU and CPU designs, thereby driving increased demand for high-end ABF substrates. Leading suppliers closely working with both companies are expected to be the biggest beneficiaries.

The global boom in artificial intelligence is creating a stark divide in the semiconductor industry, with Taiwan’s TSMC solidifying its dominance while rival Samsung Electronics falls further behind, according to new industry data.