APCB faces pressure after capacity reduction, eyes boost from DDR5, optical modules in 2026

Taiwan-based PCB manufacturer APCB is launching two new products in 2025, following significant capacity downsizing in 2024. However, the company noted that the new QSFP optical module boards and DDR5 R-DIMM memory module boards have yet to reach mass production, and their contribution to revenue remains limited. Contributions are expected to significantly increase in 2026, potentially becoming a key growth driver for the company’s operations.

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Taiwan EMS embraces startup collab, Innolux, Compal lead the way

In response to the threat of tariffs from the Trump administration, Taiwan’s electronics contract manufacturing industry has been expanding into the US, adding to its already vast footprint across China, ASEAN countries, India, and Mexico. Since contract manufacturing often generates revenues in the trillions of New Taiwan Dollars, companies in this industry have usually overlooked startups that have capital in the mere millions, or even just several hundred thousand New Taiwan Dollars.

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博砚电子、三菱化学合作开发显示用彩色光刻胶

2025年8月,江苏博砚电子科技股份有限公司(以下简称“博砚电子”)与三菱化学株式会社(以下简称“三菱化学”) 联合宣布,双方已就面向中国大陆市场的液晶显示面板用彩色光刻胶的战略合作达成一致,并将正式推进该产品的共同开发,以进一步拓展双方在该领域的业务并加速成长。

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