京东方华灿光电:副总裁、首席运营官佘晓敏辞职

华灿光电7月23日晚间公告,公司董事会近日收到公司执行委员会委员、副总裁、首席运营官佘晓敏的书面辞职申请,佘晓敏因工作调整原因申请辞去公司执行委员会委员、副总裁、首席运营官职务,辞职后将继续担任公司董事等职务,辞职申请自送达公司董事会之日起生效。

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AI server boom runs into fiberglass bottleneck

As the four major cloud service providers (CSPs) actively invest in self-developed application-specific integrated circuits (ASICs), market forecasts predict a rapid increase in shipments in 2025. However, the integrated circuit substrate supply chain has indicated concerns over potential upstream material shortages following reports that Japan’s leading fiberglass cloth manufacturer Nittobo is facing high-end production capacity constraints. This could potentially hinder future server shipments.

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China gains ground on Taiwan’s OSAT dominance amid pricing revolt

Taiwan continues to dominate the global outsourced semiconductor assembly and test (OSAT) market, but China is catching up quickly. Driven by state-backed chip self-reliance efforts, China’s OSAT industry has expanded at pace, steadily closing the market share gap across the Taiwan Strait. A recent industry-led initiative gaining traction in China is also pushing back against cutthroat pricing that has undermined profitability.

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