⛏️Trusval Technology( a leading provider of high-tech facility systems and turnkey integration, is expanding into the US. The performance of engineering firms is a key indicator for semiconductor Capex, particularly across fabs and OSATs. Trusval Technology is targeting triple-digit growth this year, with an even more aggressive outlook for next year.

PTI ( FOPLP ▍FOPLP (Panel-Level Packaging) vs. CoWoS With CoWoS capacity remaining tight, PTI (Powertech) isn't looking to directly displace TSMC — it is offering hyperscalers and chipmakers a cost-effective alternative via Fan-Out Panel-Level Packaging (FOPLP). ▍The Long Road to Panel PTI Chairman DK Tsai and the late Marvell co-founder Sehat Sutardja saw this coming as early as 2015–2016: flagship multi-die/chiplet architectures would eventually outgrow the physical and economic limits of 300mm round wafers due to poor edge utilization. After Sehat's departure from Marvell, PTI pushed forward on FOPLP largely on its own for years, absorbing depreciation while refining panel warpage control and RDL yields. ▍Capacity & Economics Scale: PTI has established ~6,000 panels/month capacity (510×515mm, translating to ~3x the usable area of 300mm wafers). Revenue & Margins: Traditional OSAT packaging typically commands ~20% gross margins, whereas high-end CP/FT testing reaches 30–40%. For fully utilized advanced FOPLP lines, PTI targets a high-end margin profile of ~40%.

✏️Song Chuan ( is one of the key suppliers of relays and contactors. ▍HVDC Architecture Drives Value Growth As PSU power ratings scale from 3.3–5.5 kW up to 8–12 kW, and even reach 24 kW, operating voltages are likewise advancing toward 400 VDC and 800 VDC. Consequently, specifications for high-voltage DC contactors and relays—particularly in arc suppression, dielectric strength, and footprint—have become significantly more demanding. While consolidation into higher-density power shelves may reduce the total unit count per rack, the technical complexity drives a substantial increase in average selling price (ASP), resulting in a net positive expansion in total rack content value. -- *What is a relay ? A relay is one of those components people rarely notice until they begin working around electrical systems regularly. Then suddenly it appears everywhere. At its core, a relay is simply an electrically operated switch. A small current energises a coil inside the device, which then moves internal contacts to open or close another circuit. This is the basic idea. Nothing overly complicated. *What is a contactor ? A contactor does something very similar to a relay, but under much tougher electrical conditions. Instead of switching small control signals, contactors are usually responsible for handling equipment that consumes substantial current- motors, industrial pumps, compressors, large ventilation systems, production machinery, and heavy lighting loads.

✏️Takeaway of reclaim wafer industry *Phoenix Silicon International Corporation (PSI, is TOP 3 reclaim wafer manufacturer in TW. ▍The more advanced the node, the more reclaim wafers are needed. ▍Requirements for particle size and count are becoming stricter. ▍The main challenge for manufacturers is that both quantity and quality must meet higher-level requirements as nodes advance.