Yageo, the Taiwanese manufacturer of electronic components, stated on Monday that a fire at a neighboring facility near its Dafa No. 3 plant in Kaohsiung did not impact its own operations.
The Consumer Electronics Show (CES), once the world's premier launchpad for next-generation technologies, is facing mounting questions over its relevance. Ahead of CES 2026, scheduled for 6-9 January in Las Vegas, participation by South Korean companies is expected to fall sharply, with multiple conglomerates scaling back or skipping the show altogether. The pullback highlights a broader reassessment by large corporations of the cost, impact, and strategic value of global tech exhibitions.
Taiwan-based circuit protection component maker Polytronics said its business likely hit a trough in 2025 and is poised for recovery next year, as US defense-related demand for thermal management substrates begins to return after tariff-driven order volatility disrupted shipments.
Tenstorrent, under Jim Keller, cut 7.5% of its staff to boost teamwork, launched the Ascalon RISC-V CPU in China for AI and HPC markets, and is partnering with CoreLab and former Arm China CEO Allen Wu to compete with the Arm ecosystem.
Global electronics suppliers entered 2025 expecting a gradual recovery after a prolonged inventory correction. But persistent geopolitical tensions, supply constraints linked to artificial intelligence expansion, and fragmented end-market demand are forcing companies to rethink how they compete.
With a recent launch by the American startup Starcloud of a satellite equipped with Nvidia's H100 graphics processor—and the first successful training of an artificial-intelligence model in orbit—the idea of an "orbital data center" has moved decisively from science fiction to proof of concept.
Taiwan-based component supplier Sixxon Tech reported broad-based revenue growth across all product lines in the first three quarters of 2025 and outlined an expansion-driven strategy for 2026, emphasizing industrial, medical, and energy-related applications as it works to reduce long-term reliance on automotive demand.
Facing intensifying competition in the traditional LED lighting market, Incheon-based Korea Lighting is repositioning itself as a supplier of bio-optical semiconductor solutions, targeting high-value applications across healthcare, hygiene, beauty, and agriculture.
A recent report from Bloomberg New Energy Finance (BNEF) states that the global nuclear industry is expected to commission fifteen nuclear reactors in 2026, adding approximately 12GW of fission-based electricity capacity. This expansion will reverse the decline seen in 2025, when global nuclear capacity decreased by about 1.1GW. BNEF statistics show that only two new reactors became operational globally by November 2025, while seven reactors were permanently shut down.
Nvidia's H200 GPU is set to reshape China's high-end AI computing market, driving a surge of activity among domestic chipmakers. Chinese GPU and computing firms are mobilizing across the board, accelerating product tape-outs, building software ecosystems, and securing capital. This aggressive, multi-pronged effort signals the rapid formation of a localized compute architecture designed to break international reliance and capture diverse market segments.
Automotive-grade thin-film resistor maker Viking Tech held an in-person investor conference, where VP Shun-he Li reported that demand for ultra-low-resistance alloy resistors continues to increase. The company has recently secured a major order from China's second-largest on-board charger (OBC) supplier. The order volume is expected to contribute around NT$60-70 million (approx. US$1.9-2.2 million) in revenue, with gross margins higher than those of general resistor products. With this contribution, the share of automotive electronics revenue in 2026 is expected to rise from the current 53% to 55-57%, remaining the company's largest revenue segment.
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