NuAxi Stream - Real-Time Semiconductor Intelligence

Wed, Jun 10

21:00Impact score 60
🔥 #China reportedly has more than 10 companies pursuing #glasssubstrates, with some said to be narrowing the gap with South Korean rivals, while #B...
TrendForce reports over 10 Chinese companies pursuing glass substrates, with BOE establishing a pilot line, narrowing the gap with Korean rivals. This indicates intensifying competition and potential supply expansion in the advanced packaging materials sector. Bearish for pricing due to increased supply capacity.
Glass SubstratesBOE, VisionoxTrendForce Official (Market Data)Capacity Change

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NuAxi Stream - Real-Time Semiconductor Intelligence