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Wednesday 17 June 2026
Topkey accelerates carbon fiber footprint into drones, robots, and LEO satellites
Taiwan-based carbon fiber composite maker Topkey is accelerating its expansion into high-growth technology sectors, with formal evaluations underway for applications in drones, industrial...
Wednesday 17 June 2026
Gem Terminal eyes new growth curve in 2026 with shipments of AI-related thermal materials
Gem Terminal Industry is seeing the results of its recent efforts in developing new copper materials, with expectations of sequential quarterly growth in 2026 as production capacity...
Wednesday 17 June 2026
AI PC design wins, drone business to boost Elan in 2H26
In light of tensions concerning non-China supply chains, microcontroller unit (MCU) supplier Elan Microelectronics expects stronger performance in the second half of 2026 as new AI...
Tuesday 16 June 2026
China mass produces silicon-28 amid quantum computing race with US

China has achieved mass production of ultra-pure silicon, according to the state-owned China National Nuclear Corporation (CNNC) —...

Tuesday 16 June 2026
China's Nexchip breaks into foundry top eight after AI demand lifts market to record numbers
AI, high-performance computing, and early pull-ins from TV, PC, and notebook supply chains pushed the global foundry market to a record high in the first quarter of 2026. China's Nexchip...
Tuesday 16 June 2026
Supply security over cost: Google leads CSP charge to diversify InP substrate sourcing

China has recently eased controls on some indium phosphide (InP) substrates, relieving a bottleneck in optical communications capacity...

Tuesday 16 June 2026
Interview: From language to motion— Japanese startup APTO builds the data backbone for physical AI

Physical AI is emerging as a new frontier of model development. Any model, however, is only as good as the data used to train it. Because...

Monday 15 June 2026
Google's TPU diversification challenges MediaTek and other ASIC partners
Google's push to diversify its Tensor Processing Units (TPUs) supply chain is increasingly reaching into the foundry side, adding pressure on ASIC makers such as MediaTek. Recent reports...
Monday 15 June 2026
AI power race lifts transformer demand, gives Fortune Electric pricing edge
AI-driven demand for power infrastructure is pushing up transformer demand, while long lead times at global giants such as Siemens, ABB, and GE are reshaping bargaining power across...
Monday 15 June 2026
Taiwan's UBright broadens beyond optical films with push into semiconductors, passives and smart acoustics

Taiwan-based UBright Optronics is accelerating its transformation from an LCD optical film specialist into a diversified technology...

Monday 15 June 2026
Fortune Electric sees export-led growth as global AI power demand tightens transformer supply
Fortune Electric said surging demand for AI infrastructure in the US is lifting its export business, reflecting a broader global scramble for power equipment. The Taiwanese transformer...
Saturday 13 June 2026
AI demand and grid upgrades are reshaping the outlook for Linkage's power equipment business
As AI computing demand rises alongside grid modernization, power infrastructure is becoming more important across the heavy electrical sector. Linkage is positioning itself in the...
Saturday 13 June 2026
ITE Tech wins design slots in US AI computing platform, raising global PC supply chain stakes
ITE Tech said its embedded controller chip and HDMI 2.1 retimer have been adopted by a US agentic AI computing platform, with mass production expected as early as the second half of...
Friday 12 June 2026
Amphenol to raise connector prices by 5% in July 2026
Amphenol, a global leader in electronic and fiber-optic connectors, cables, and interconnect systems, has notified customers that it will raise prices by 5% on selected products starting...
Friday 12 June 2026
Catcher maintains cautious outlook for 2026 as supply bottlenecks and cost pressures persist
Catcher Technology, a metal chassis maker, said it remained cautiously conservative about its 2026 operations due to ongoing supply-chain bottlenecks, rising costs and uncertain end-market...