R&A DAILY NEWS 19/9/2024

Taiwan's PCB industry grew 6% in the first half of 2024, with full-year growth expected to reach 8.3%.

Driven by strong demand for Al servers, satellite communications, and automotive electronics, along with a moderate recovery in the smartphone and storage markets,Taiwan's PCB production value is expected to reach NT$372.2 billion in the first half of 2024, a 6% increase. The full-year growth is projected at 8.3%, reflecting the recovery of traditional markets and the rise of emerging technologies.

TEL will enter India's semiconductor supply chain and establish equipment delivery and after-sales support systems by 2026.

Japanese semiconductor eauipment manufacturer Tokyo Electron plans to establish a chip supply chain delivery eauipment and aftersales support system in India by 2026. This move aims to capitalize on the growth potentia of the Indian market and contribute its world-leading technology and expertise. The semiconductor market is expected to exceed $1 trillion by 2030, with the market size potentially reaching $5 trillion by 2050.

The market share of electric vehicles in the European Union is expected to reach 24% by 2025.

Transport & Environment (T&E) expects EU sales of pure electric vehicles (BEVs) to reach 20% to 24% by 2025 due to lower prices Germany is leading with new green transformation measuresT&E also forecasts a 21% market share for next year and a sales rebound.

In September, LcD panel prices continued to drop, while AMOLED prices stabilized.

In September, strong demand boosted both low-end and high-end markets.a-Si panel prices stabilized, while flexible AMOLED demand rose with new Apple devices.