IC substrate market split: Kinsus sees adequate supply, high-end ABF tight by 2026

Kinsus Interconnect Technology, a unit of Pegatron, challenged market fears of a looming IC substrate shortage, arguing supply of both ABF and BT substrates still exceeds demand. Only high-layer ABF substrates, fueled by AI server and high-performance computing orders, are expected to reach balance by 2026, a stance at odds with rivals Zhen Ding Technology and Unimicron Technology.

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Samsung could benefit from US approval of lower-spec Nvidia Blackwell chips for China

Industry analysts say Samsung could start supplying 12-layer HBM3E to Nvidia in the fourth quarter of 2025. But shipments for Nvidia’s flagship Blackwell processors are projected to make up less than 10% of the total. SK Hynix and Micron have already won certification for 12-layer HBM3E and remain well ahead. Samsung cleared certification for its 8-layer version in the second quarter of 2025, roughly a year after SK Hynix, and is now trying to close the gap.

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European luxury car brands reeling as China tightens tax policy

As global automakers battle for dominance in an increasingly competitive Chinese market, European luxury brands are facing unprecedented headwinds. Beyond losing market share to fast-rising Chinese manufacturers, a newly implemented luxury tax policy by Beijing is compounding their struggles—threatening what many had viewed as their final stronghold in the world’s largest auto market.

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China and South Korea clash over the future of EV batteries

As the global electric vehicle market begins to cool and Chinese battery giants continue their rapid expansion, South Korea is placing its hopes on next-generation solid-state batteries to regain momentum. Yet with China’s formidable research and development resources — and a parallel strategy advancing semi-solid-state technologies — Korean manufacturers are facing mounting pressure in a high-stakes technological race.

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Taiwan polarizer makers stuck in bleak Q2, face with dim Q3 outlook

Taiwanese polarizer manufacturers are struggling due to overall capacity oversupply, a downturn in the panel market during the second quarter of 2025, exchange rate fluctuations, and rising upstream material costs. Both BenQ Materials and CMMT reported poor operational performance, with both companies experiencing losses in their core businesses. As the traditional peak season approaches in the third quarter, neither company is optimistic about significant improvement.

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Asus ROG Strix OLED XG27AQDMG Gen 2 is unveiled at Gamescom 2

Asus ROG Strix OLED XG27AQDMG Gen 2 closes off the trio of new Asus WOLED gaming monitors that are showcased at Gamescom 2025. Just like its siblings, this model boasts a 26.5-inch QHD WOLED display but with a 240Hz refresh rate. It includes the TrueBlack Glossy coating to provide sharper visuals and deep black hues. The XG27AQDMG Gen 2 also includes the Neo Proximity Sensor to reduce the risk of…

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