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.

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.

US President Donald Trump is ramping up his rhetoric on semiconductor tariffs, now discussing rates as high as 300%, up from 200% earlier. Industry executives say they wouldn’t be surprised if he pushed that number to 500% or even 1,000% before the Commerce Department makes a final decision.

ViewSonic VX2766-2K-PRO-9 New and ViewSonic VX2766-2K-PRO-10 New are two new esports monitors for China. They are named in this unoriginal way because there are two other ViewSonic monitors with the same names from 2024 that are quite similar to the new ones. The main difference between the 2024 and the 2025 models is that this year’s ones have two HDMI 2.1 instead of two HDMI 2.0 ports. But…