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    Nvidia invests US$2 billion in Nebius to build next-generation hyperscale AI cloud
    2min ago
    Apple's foldable iPhone may add iPad-like multitasking and wider display, Bloomberg reports
    3min ago
    Asia Optical posts strong profit growth in 2025 driven by technology upgrades
    Mar 11, 18:17
    Argosy expects double-digit growth in 2026 driven by Vietnam plant and new connector specs
    Mar 11, 18:15
    Chenbro highlights four risk factors amid promising AI server outlook
    Mar 11, 18:09
    Apple finalizes book-style design for foldable iPhone
    Mar 11, 17:52
    US-Iran war disrupts helium supply chain for South Korean semiconductor firms
    Mar 11, 17:52
    Semcos secures exclusive ABF substrate orders for Tesla AI chips for 2027
    Mar 11, 17:52
    NEWS TAGGED COMPONENT
    Thursday 12 March 2026
    AI demand tightens supply of high-end MLCCs; Nichidenbo sees limited US-Iran impact on tantalum capacitors
    Managing director Yao-Kuo Yu of Nichidenbo, a passive component distributor, stated that the AI industry's growing demand for passive components continues to tighten supplies of high-end...
    Wednesday 11 March 2026
    NB ODMs see no clear early pull-in, 1Q26 shipments to decline double digits
    Memory shortages and price increases continue to escalate. To avoid even higher prices, vendors are shipping products sooner rather than later. However, two major notebook ODMs, Quanta...
    Monday 9 March 2026
    MWC 2026: How AI is reshaping devices, networks, and data policy
    MWC 2026 placed comprehensive AI integration front and center. The show covered everything from smartphones and wearables to telecom networks and cloud infrastructure. Industry observers...
    Monday 9 March 2026
    Samsung keeps Galaxy S26 price hikes modest in Taiwan as memory costs rise
    Samsung Electronics officially unveiled its annual flagship Galaxy S26 series and Galaxy Buds4 Bluetooth earphones on February 26, with Taiwan promotions announced on March 4. Rising...
    Monday 9 March 2026
    Component price surge hits business PC market harder than consumer segment
    Rising costs for memory, passive components, and battery modules are intensifying pressure on PC makers, while DynaPack and Acer Taiwan report shortages that are constraining supply...
    Saturday 7 March 2026
    GCS eyes 200G optical component ramp in 2026 as AI demand grows

    Driven by AI workloads, global data traffic is expanding rapidly. Compound semiconductor firm GCS Holdings said the optical...

    Wednesday 4 March 2026
    Primax's shift to automotive, AIoT and robotics could reshape revenues within two years
    Primax Electronics' push into automotive, AIoT and robotics signals a strategic shift that should reshape revenue mix over the next two to three years, even as near-term margins face...
    Wednesday 4 March 2026
    Sinbon sees modest February revenue decline, cites Lunar New Year working days as a drag on monthly sales
    Electronics component maker Sinbon reported a slight drop in February 2026 revenue, attributing the decline to fewer working days during the Lunar New Year holiday and noting declines...
    Tuesday 3 March 2026
    AI server boom strains tantalum capacitors; MLCC substitution falls short
    The global expansion of AI computing infrastructure is accelerating, but supply shortages across the component supply chain continue to widen. Alongside constrained supply of memory...
    Tuesday 3 March 2026
    China hits 140 humanoid robot OEMs, 330 models; supply chain ramps

    By 2025, China had more than 140 humanoid robot OEMs, with over 330 products launched in a single year. The rapid increase in vendors and...

    Monday 2 March 2026
    Hiwin local production positioned as key supplier for South Korea semiconductor and AI-driven equipment upgrades
    Hiwin Technologies has spent more than a decade building direct manufacturing and service capacity in South Korea, evolving from component sales to integrated mechatronic solutions...
    Monday 2 March 2026
    Rohm integrates TSMC GaN process to scale production and meet AI server demand by 2027
    Rohm has reached an agreement to integrate its internal development and manufacturing capabilities for gallium nitride (GaN) power devices with process technology from Taiwan Semiconductor...
    Thursday 26 February 2026
    Yageo posts 82% profit jump in 4Q25 on AI-driven product mix
    Taiwanese passive component giant Yageo reported a strong operational rebound in the fourth quarter of 2025, driven by continued growth in demand related to artificial intelligence...
    Wednesday 25 February 2026
    Walsin Technology boosts Matsuo Electric stake to expand product lines
    Walsin Technology Corporation announced plans to invest JPY508 million (US$3.27 million) to increase its shareholding in Japan's Matsuo Electric, a move the passive components maker...
    Wednesday 25 February 2026
    Korean suppliers brace for Apple's staggered iPhone 18 rollout
    Emerging reports suggest that Apple is preparing its most significant shift in iPhone release strategy in more than a decade — a recalibration shaped not only by product ambition...
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    New Power WorldWide 2026
    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook