传彩晶也要卖厂

6月20日消息,据台媒工商时报,半导体厂在台湾地区科学园区觅地扩产,高规格的闲置面板厂房成为首要标地,继群创、友达之后,又传出联电相中彩晶南科厂房。据了解,目前群创南科五厂正在跟美光洽谈当中,友达新加坡厂也待价而沽,后续厂房出售动态仍是市场关注焦点。

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Urgent orders boost memory packaging and testing in 2Q25; AI stabilizes variables for 2H25

Benefiting from a rapid recovery in memory market demand during the first half of 2025, memory packaging and testing companies are sharing in the gains. Although the US 90-day tariff exemption period is about to expire, increasing uncertainties around order visibility starting from the third quarter are expected to make customers adopt more conservative stocking strategies.

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New front opens in CPO, SiPh race: TSMC and Taiwanese supply chain in the lead

Surging demand for AI compute is driving global investment in GPUs, ASICs, and next-generation datacenter infrastructure. As conventional electronic interconnects fall short of meeting high-bandwidth, low-latency data exchange needs, silicon photonics (SiPh) and co-packaged optics (CPO) are emerging as foundational technologies for next-generation AI system performance.

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