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NEWS TAGGED COMPONENT
Friday 27 March 2026
DRAM and NAND costs hit 90% of smartphone prices, squeezing low-end profits
Core component costs for smartphones are surging at unprecedented rates, threatening the survival of low-priced models in the market. Nikkei reports that prices for two essential...
Friday 27 March 2026
Nvidia says quantum computing will not replace GPUs
Nvidia said quantum computing will complement rather than replace GPUs, even as Taiwan accelerates investment in quantum technology. Speaking at an industry event, the company said...
Thursday 26 March 2026
Universal Microwave Technology ramps up OISL output as LEO delivery deadlines threaten supply chains
SATELLITE 2026, the international satellite industry's premier event, runs from March 23 to 26 in Washington, where Universal Microwave Technology, Inc. will once again engage with...
Thursday 26 March 2026
Holy Stone expects AI-driven surge in MLCC demand to lift 2026 revenue
Holy Stone Enterprise expects a 20–30% rise in passive component revenue in 2026 as demand for high-power AI server components accelerates globally. Doubling AI product sales...
Thursday 26 March 2026
Dell sees stronger AI demand boosting early PC orders despite memory price hikes
Dell Taiwan general manager Terence Liao said enterprise adoption of AI will continue expanding in scope and scale through 2026. Dell has shipped Nvidia's B300 and GB300 AI servers,...
Thursday 26 March 2026
Lelon Electronics eyes 10% revenue growth in 2026 driven by automotive and AI servers
Lelon Electronics expects shipments to rise in 2026, driven by automotive electronics and AI servers, with wider supply-chain and pricing implications for global electronics manufacturers...
Monday 23 March 2026
Memory supply squeeze dents IPC profits
The semiconductor market's supply-demand imbalance is affecting more than consumer gadgets, with industrial PC (IPC) makers reporting component shortages and price hikes that dented...
Monday 23 March 2026
Konica Minolta to expand AI chip inspection optics capacity 2.6x by 2027

Japanese optical component and office equipment maker Konica Minolta said on March 18 it will scale up its optical components business for...

Monday 23 March 2026
Tai-Saw enters AI server and GPU module supply chains, eyes 800G by late 2026
Tai-Saw Technology's differential oscillators are entering GPU module and AI server supply chains, potentially reshaping global networking hardware availability. With 400G shipments...
Thursday 19 March 2026
Foldable phone shipments may near 30 million in 2026 as Apple enters market
Apple's entry into the foldable phone market, alongside established players Samsung, Oppo, and Huawei, is set to expand consumer choice and accelerate global market growth. The shift...
Wednesday 18 March 2026
Oppo seeks to offset component cost pressures with global expansion and premium push
Oppo is preparing to cushion its smartphone business against rising component costs, particularly memory, after reaching annual shipments of around 100 million units. The company is...
Monday 16 March 2026
Beyond automotive: Global PMX expands AI server and chip equipment components capacity with new Vietnam plant
Taiwan's leading automotive power and safety component supplier, Global PMX, has been accelerating its expansion into the fast-growing AI server market while simultaneously advancing...
Monday 16 March 2026
Taiwan keyboard and camera module maker Chicony turns to Edge AI vision to counter weaker PC demand
Despite geopolitical tensions and component shortages weighing on the global economy, Chicony Electronics maintained solid profitability in 2025 by upgrading its product mix, delivering...
Sunday 15 March 2026
Kwang-Hwa's North American revenue surges 25% as overseas expansion offsets China pressure
Although automotive component manufacturer Kwang-Hwa Electronic's primary shipment markets remain China and North America, revenue growth in the US and Mexico has been significant...
Friday 13 March 2026
Flytech extends momentum in Europe and US, evaluates key component substitution
Flytech surpassed NT$5 billion (approx. US$160 million) in 2025 revenue while improving margins, and plans to pivot from a hardware supplier toward a solutions and services provider...