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Friday 12 June 2026

Shin-Etsu plans rare earth plant in Japan to counter China supply curbs

Shin-Etsu Chemical plans to build a new rare earth production facility in Fukui Prefecture, aiming to expand domestic smelting capacity...

Friday 12 June 2026

Accton says AI networking demand is rising as it expands capacity for optical products

AI server and cloud data center growth is boosting demand for high-speed switches and optical communications, with global supply chains feeling the strain. Taiwan networking equipment...

Friday 12 June 2026

Hanwha Qcells expands from US solar manufacturing into lunar testing, highlighting supply-chain and technology implications

Hanwha Qcells is moving its next-generation solar technology from terrestrial markets to a lunar test platform, while also bringing...

Friday 12 June 2026

Everlight sees weak 1H26 profits, with Thailand expansion and cost cuts central to 2H26 recovery

LED packaging maker Everlight Electronics said first-quarter 2026 earnings fell to NT$0.91 (US$0.03) per share from NT$1.32 a year earlier, reflecting a sharp increase in metal raw...

Friday 12 June 2026

Nextron says AI supply chain is in place as orders extend to 2027

Nextron said its AI data center supply chain has fully taken shape, with demand spanning servers, switches, and liquid-cooling units. The connector maker said visibility now extends...

Thursday 11 June 2026

Amkor Korea weighs KRW1 trillion Gwangju expansion amid reported TSMC order growth

Amkor Technology Korea is considering investing about KRW1 trillion (approx. US$650 million) to expand its chip packaging and testing...

Thursday 11 June 2026

Taiwan Mask sells Zhunan plant to Siliconware Precision Industries for NT$2.8 billion

Taiwan Mask (TMC), a Taiwanese photomask manufacturing process company, has approved the sale of its Plant 6 in Zhunan, Taiwan. The company said the move is primarily a strategic measure...

Wednesday 10 June 2026

Samsung weighs Gwangju packaging plant as power strains Seoul-area chip expansion

Samsung Electronics is considering building an advanced semiconductor packaging facility in the southwestern city of Gwangju, a move that...

Tuesday 9 June 2026

PCL Technologies targets CPO as Penang plant nears completion

Optical communications maker PCL Technologies is expanding into high-power laser packaging, with its new Malaysia plant on track to pass customer certification by the end of 2026....

Tuesday 9 June 2026

LG Innotek expands Vietnam substrate plant as AI servers strain RF-SiP supply

LG Innotek is expanding semiconductor substrate production in Vietnam as rising demand for server components reshapes capacity across the substrate industry, fueling expectations that...

Monday 8 June 2026

Microloops May revenue rises 54% as CSP cooling module shipments start

Cooling module maker Microloops reported May 2026 consolidated revenue of NT$330 million (approx. US$10.45 million), up 54.97% from a month earlier and down 10.76% from a year earlier...

Monday 8 June 2026

CWTC's May revenue hits record high as new plant targets late 2026 launch

Lead frame manufacturer Chang Wah Technology Co. (CWTC) says that as applications such as data centers, AI servers, and industrial control systems continue to grow rapidly, market...

Sunday 7 June 2026

JCET opens 3D packaging plant to target AI power modules, CPO demand

JCET has opened a new advanced manufacturing facility at its Chengdong production base in Jiangyin, strengthening the Chinese OSAT provider's push into advanced packaging for AI computing,...

Friday 5 June 2026

Compal's server business surges, non-PC revenue eyes 50% by 2027

Compal Electronics is accelerating a shift away from its long-standing PC business as AI servers and other non-PC lines gain momentum. The move could have broad implications for global...

Thursday 4 June 2026

Laster posts April profit as it refocuses automotive orders and eyes Mexico plant

LED automotive module maker Laster reported a return to profitability in April after restructuring its order mix to emphasize higher-value products. The company announced consolidated...

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BIZ FOCUS

Jun 1, 08:00

LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE

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RESEARCH INSIGHTS

Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook