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LED packaging manufacturer Li Ke is actively transforming and continues to enter the AI ​​field. Following in the footsteps of two major manufacturers, Fucai and Hongkai, it announced that it will join the Silicon Photonics Alliance and is expected to invest in the development of 1.6T silicon photonics products next year. The related demand will It will gradually become clear at the end of 2025 or 2026. As soon as the news came out, the stock price of Jiji today (19th) soared past the 50 yuan mark and climbed to the daily limit of 52.2 yuan, setting a new high in more than 17 years since November 2007. The trading volume exploded to nearly 50,000 contracts as of noon. At 12:55, a total of more than 12,000 tickets were queued up for purchase.

According to statistics from the U.S. Semiconductor Industry Association (SIA), global semiconductor sales reached US$56.9 billion in October, an increase of 2.8% from September, a new high, and an increase of 22.1% from the same period last year.

During his term of office, U.S. President Joe Biden secured the approval of top semiconductor manufacturers such as TSMC, Intel, Samsung Electronics, Micron, and SK Hynix to build factories in the United States. The factory construction is currently at different stages. If the schedule is followed, it will begin to bear fruit next year. Most job recruitment is expected to be completed during the term of US President-elect Donald Trump.

(Central News Agency reporter Jiang Mingyan, Taipei, 27th) The PCB industry chain is advancing in Thailand. A survey by the Taiwan Circuit Board Association (TPCA) found that it is estimated that by the end of 2027, there will be a demand for nearly 3,000 engineers and managers. For companies striving for mass production timeliness, This is a huge challenge. TPCA has been planning the "International PCB Talent Cultivation Program" since 2024, and it is expected to implement talent matching in the first quarter of 2025.

According to statistics from the International Semiconductor Industry Association (SEMI), IC sales increased by 12% in the third quarter. The momentum mainly came from seasonal factors and strong demand for investment in artificial intelligence (AI) data centers. The growth trend is expected to continue into the fourth quarter. IC sales in the fourth quarter are expected to grow another 10% compared with the third quarter.

Artificial intelligence (AI) infrastructure company Nebius Group announced on Monday (2nd) that it had received US$700 million in financing from investors including accounts managed by NVIDIA, Accel and Orbis Investments.