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SEMI, the International Semiconductor Association, announced the establishment of the "SEMI Silicon Photonics Industry Alliance." In his speech, Tianyu Wu, CEO of ASE and Vice Chairman of SEMI's Global Board of Directors, said that Taiwan has a competitive advantage in high-end semiconductor manufacturing, and that through the development of silicon photonics, there are opportunities for semiconductor solutions Overcome many of the physical limits currently faced. Therefore, different thinking and different system architecture can be used to redesign, which can increase the current semiconductor business opportunities by another order of magnitude.

The weighted index fell 32 points yesterday (2nd) to close at 22,235 points, with trading volume shrinking and still staying above the quarterly line. The weighted index once fell to 19,662 points in early August and then rebounded sharply to more than 2,500 points and remained at a high level of volatility.

The international semiconductor exhibition SEMICON Taiwan 2024 will be held at the Nangang Exhibition Hall on September 4. The scale of the exhibition and the lineup of participating industries are expected to set new records. Industry experts said that this year's semiconductor show has raised the profile of silicon photonics and panel-level packaging and highlighted their importance, which is a major feature.

The Malaysian Semiconductor Industry Association (MSIA) hopes that Malaysia’s semiconductor exports will reach US$256.96 billion by 2030

In order to cooperate with customers to diversify geopolitical risks, the PCB industry production capacity sector has begun to move. Dynamic Holding (3715) Thailand factory will start mass production in August ahead of schedule; Zhen Ding-KY (4958) Thailand factory will be capped in late August; GLOBAL BRANDS MANUFACTURE (6191) subsidiary ENLA's new factory in Malaysia was completed and opened in September. In 2025, at least five board factories in Thailand will ignite new production capacity and begin to inject revenue. New factories in the PCB supply chain have been put into production everywhere, further announcing to customers the third manufacturing capabilities.

Apple PCB has started to heat up the operations of major factories in conjunction with the new iPhone's full stocking, which will also first drive material demand. Benefiting from market demand and Apple concept stocks, upstream soft board copper foil basic materials leader TAIFLEX (8039) hit the daily limit again today and reached 68.4 yuan, up 6.2 yuan.