Samsung Smartphone Business Faces HDI Supply Crunch as PCB Output Shifts
PCB makers are shifting capacity toward semiconductor-related PCB production, driven by higher profitability and new CO2-laser equipment use. This is hurting Samsung’s MX division as it targets higher smartphone shipments this year, leaving it short on HDI boards supplied mainly by DAP and Korea Circuit and China’s FastPrint. Samsung may need to pay more to secure output.