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Tuesday 24 March 2026
Nexperia turmoil accelerates localization; Panjit targets 5% global MOS market share
As mature process foundry prices rise, Panjit COO Edgar Chen said the company will not implement across-the-board price hikes despite increasing copper raw material costs. Instead,...
Tuesday 24 March 2026
AI boom lifts substrate maker Kinsus as prices and demand rise
Buoyed by strong demand from makers of AI GPUs, CPUs, and application-specific chips, Kinsus Interconnect Technology said it expects a sharp lift in both revenue and product mix as...
Tuesday 24 March 2026
Apple supply chain shift and LG price cuts reshape OLED market
Given the escalating geopolitical tensions and intensifying competition in the global display market, recent developments indicate a significant reshaping of supply chains and pricing...
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
Nvidia pushes deeper into AI inference to counter custom chip rivals
At its GTC 2026 conference, Nvidia showcased a slate of technologies and new products squarely aimed at the next wave of artificial intelligence inference. With the integration of...
Monday 23 March 2026
Ventec eyes double-digit growth in 2026 amid product price hikes and niche material expansion
Niche copper-clad laminate (CCL) manufacturer Ventec expects to achieve double-digit revenue growth in 2026, driven by ongoing product price increases and strategic expansion into...
Monday 23 March 2026
Aluminum foil costs push capacitor prices higher in Taiwan and Japan
Following earlier price increases for tantalum capacitors and inductors, the aluminum capacitor supply chain is now seeing further price adjustments. Taiwanese manufacturers say end-market...
Friday 20 March 2026
Memory price surge drives Transcend's 15x profit growth in January 2026
Memory module maker Transcend reported a remarkable profit increase for January 2026, with net income reaching NT$2.786 billion (approx. US$87.2 million), up 1578% year-over-year....
Friday 20 March 2026
Analysis: Memory price swings leave e-reader supply chain in the red
Recent shifts in the memory market are putting significant pressure on the e-reader supply chain, from upstream manufacturers to midstream module makers and downstream brand compan...
Thursday 19 March 2026
Nvidia standardizes Vera Rubin liquid cooling, names four cold plate suppliers
Nvidia plans to launch its next-generation AI server architecture, Vera Rubin, in the second half of 2026, with liquid cooling set to become standard. The company will centralize procurement...
Thursday 19 March 2026
Chip price surge in 2Q26 shifts cost pressure to end markets
As more European and American chipmakers and IDM giants publicly announce price hikes effective April 1 of this year, mature process foundries in Taiwan and China have also nearly...
Wednesday 18 March 2026
Adata profits soar on memory price rally amid supply crunch
Memory module maker Adata reported a sharp surge in January profit as rising memory prices and AI-driven demand tightened global supply.
Wednesday 18 March 2026
Exclusive: AI server supply chain hits hidden stalemate as CSPs and manufacturers favor price hikes over expansion
Geopolitical tariff conflicts combined with the outbreak of Middle East hostilities have pushed even the booming AI server and data center industry—and its supply chain—into...
Wednesday 18 March 2026
Chipbond sets sights on SiPh and LPO for next phase of growth
Display driver IC (DDIC) packaging leader Chipbond outlined three key growth drivers at its recent earnings call that are expected to support its core driver IC business despite industry...
Wednesday 18 March 2026
Surging US AI demand drives contract manufacturing fees higher for Taiwan electronics makers
Aggressive AI investments by major US cloud service providers (CSPs) are driving a surge in demand for Taiwan's semiconductor and ICT hardware, pushing exports, prices, and private...