投资3.5亿元,纳米微晶玻璃光学盖板项目淄博投产,年产3600万片

据淄博日报,7月21日,张店经济开发区物联网产业园,山东飒露光学科技有限公司光学盖板项目车间,技术人员正在对纳米微晶玻璃光学盖板进行检测。该项目是市重大项目,投资3.5亿元。目前,700余台设备已进厂并正式投产,7月份已实现日产7万片,年底可达到日产12万片,实现年产3600万片光学盖板的产能。

Continue reading

FOPLP under advanced packaging spotlight after CoWoS

Demands for advanced packaging services have surged as every smartphone is expected to be equipped with generative AI applications in the future. Taiwan Semiconductor Manufacturing Company (TSMC) chairman C.C. Wei emphasized in a recent earnings conference that AI chips have kept its Chip-on-Wafer-on-Substrate (CoWoS) production line busy, repeatedly stating that capacities remain tight despite doubling production lines.

Continue reading

AI PCs generate buzz but face supply chain skepticism over replacement wave

AI PCs are generating considerable buzz, but its supply chain remains skeptical about their potential to spark a widespread replacement cycle. The primary obstacles are the steep prices of AI PCs and the absence of a killer application. It’s more likely that incremental upgrades will boost AI PC adoption rather than consumers rushing to replace their existing devices.

Continue reading