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Wednesday 1 July 2026
AI fuels OSAT pricing power as chip packaging orders fill through 2027
Cloud AI demand is reshaping the seasonal cycle of the semiconductor industry, with capacity tightness spreading from front-end manufacturing to back-end packaging and testing. Since...
Wednesday 1 July 2026
The price behind India's investment boom

India, the world's most populous democracy, is pushing hard to expand transport and power infrastructure to support manufacturing and...

Wednesday 1 July 2026
Global auto supply chain braces for fiercer 3Q26 profit battle
The global automotive supply chain remained in turmoil in the first half of 2026 due primarily to geopolitical challenges and subsidy adjustments in Europe, the US, and China, as well...
Wednesday 1 July 2026
Taiwan's connector makers head into 2H26 on AI demand, but face rising costs and supply constraints
AI-driven demand is expected to keep Taiwan's connector industry on a growth trajectory in the second half of 2026, with AI servers, data centers and high-speed interconnects continuing...
Wednesday 1 July 2026
LCD TV panel makers face a softer peak season as demand weakens and costs climb
Liquid-crystal-display (LCD) TV panel makers face a muted peak season in the second half of 2026, as weaker demand, rising material costs, and looser supply-demand conditions put pressure...
Wednesday 1 July 2026
H2U eyes AI health data opportunity with July Innovation Board listing
Growing demand for health data, AI applications and corporate wellness management is driving Taiwan's digital health industry. H2U, the country's largest digital health technology...
Wednesday 1 July 2026
Industry 4.0 demand keeps TADC on track for double-digit growth in 2H26
Computer-aided engineering (CAE) solutions provider Taiwan Auto Design (TADC) held an earnings call on June 29, stating that, with collaborative product commerce (CPC) personnel now...
Wednesday 1 July 2026
China's private rocket makers chase SpaceX model as satellite demand strains launch capacity

China's private rocket industry is entering a make-or-break decade, as low-Earth orbit satellite demand, reusable launch technology,...

Tuesday 30 June 2026
Ability Opto-Electronics targets CPO growth with V-groove and MT lines

Ability Opto-Electronics Technology, an optics maker, said on June 29 that its V-groove and mechanical transfer (MT) products for co-packaged...

Tuesday 30 June 2026
TSMC 2nm, CoWoS, and CoPoS broadly lift Taiwan's equipment, materials, and packaging suppliers

As AI demand continues to fuel global semiconductor investment, customers are keeping wafer starts strong, and TSMC is accelerating...

Tuesday 30 June 2026
Fulltech Fiber Glass to lift cloth prices as much as 30% from July

Fulltech Fiber Glass is raising prices for its glass fiber cloth lines amid higher raw material, energy, transportation, and manufacturing...

Tuesday 30 June 2026
TBI Motion taps humanoid robot demand with small-batch shipments

TBI Motion has begun shipping parts for humanoid robots as the global race to commercialize the technology gathers pace. The move highlights...

Tuesday 30 June 2026
Apple faces iPhone 18 Pro price pressure as memory crunch tests AI upgrade strategy

Apple's next iPhone Pro lineup could be heading toward one of its sharpest pricing tests in years, as surging memory costs threaten...

Tuesday 30 June 2026
IC design firms brace for uncertain peak season as prices rise
The 2026 peak season for IC design firms remains unclear, with global readers likely to feel the effects through pricier smartphones, PCs, and other devices. Supply-chain costs are...
Tuesday 30 June 2026
Networking demand stays resilient in 3Q26, but component shortages and price hikes cloud outlook
The networking industry is entering its traditional third-quarter peak season, with demand remaining robust in 2026 as AI infrastructure upgrades and the adoption of Wi-Fi 7 continue...