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Net inflow of southbound funds reached 15 billion yuan.
2026-07-06
Net inflow of southbound funds reached 15 billion yuan.
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2026-07-06
TrendForce says AI server refreshes and rising volumes of cloud providers’ in-house ASICs pushed high-end MLCC order-to-ship (BB) ratios to new highs in late June 2026: Murata 1.30, Samsung Electro‑Mechanics 1.31, Taiyo Yuden 1.25, with the overall M
TrendForce says AI server refreshes and rising volumes of cloud providers’ in-house ASICs pushed high-end MLCC order-to-ship (BB) ratios to new highs in late June 2026: Murata 1.30, Samsung Electro‑Mechanics 1.31, Taiyo Yuden 1.25, with the overall MLCC market BB Ratio at 1.04. With new AI chip platforms from NVIDIA, Google and AMD entering mass production in Q3 2026, capacity is expected to be increasingly absorbed by AI orders; combined with forward stocking, TrendForce flags longer lead times and upward pressure on high-end MLCC prices in H2. It says Q4 2026 will be the key period to determine whether high-end MLCCs move into sustained shortage.
2026-07-06
Dongwei Technology said its lift-type transfer VCP has entered mass production and now covers manufacturing processes for high-end packaging substrates, including BT and ABF substrates.
Dongwei Technology said its lift-type transfer VCP has entered mass production and now covers manufacturing processes for high-end packaging substrates, including BT and ABF substrates.
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