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Today’s briefing
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[Oct 22] Semiconductor News Briefing — AI servers squeeze PCB material supply
Taiwanese laminate maker ITEQ plans to lift monthly CCL capacity to 9.15 million sheets by 2029, while T-glass fiber stays tight until Nittobo’s expansion arrives. TPCA expects Taiwan’s PCB output to reach NT$1.1365 trillion this year, topping NT$1 trillion for the first time. CXMT plans server DDR5 modules built on 4F² DRAM by year-end, and Sony and TSMC are forming…