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Friday 17 July 2026
Laser Tek says AI demand is driving orders, but parts shortages are delaying shipments
Taiwanese laser processing equipment maker Laser Tek said that artificial intelligence(AI)-led investment in advanced packaging, testing, and passive components is boosting orders...
Friday 17 July 2026
WST targets AI optical boom as high-power CW laser shipments begin in 4Q26
Buoyed by robust shipments of optical communications products, Taiwanese optical communications company WaveSplitter Technologies (WST) nearly doubled its first-quarter revenue in...
Friday 17 July 2026
Power component prices keep rising as supply tightens

Power semiconductor makers say prices are still being adjusted as upstream raw material costs rise and AI-driven high-margin products...

Thursday 16 July 2026
Taiwan AI server tracker: Rail kits and chassis post fastest revenue growth in June
Taiwan suppliers linked to the AI server market posted broad revenue growth in June, with rail-kit and server-chassis makers recording the fastest year-over-year gains as demand for...
Thursday 16 July 2026
Beyond AI: Resilient consumer demand widens semiconductor supply crunch
Reports of lengthening semiconductor lead times have become increasingly common in recent months, highlighting that the imbalance between chip supply and demand has not eased but is...
Thursday 16 July 2026
Memory and CPU supply gaps threaten server shipments in 3Q26
Component shortages that began with PCs and smartphones are now spreading to servers. Inventec, a leading server motherboard maker, said supply gaps will continue widening from the...
Thursday 16 July 2026
Acer Gadget posts record second-quarter revenue on AI PC and e-commerce demand
Acer Gadget, the Acer Group subsidiary, reported record second-quarter self-reported revenue and said its two core businesses kept shipments moving in June and the first half of 2026...
Thursday 16 July 2026
Taiwan power device makers gain from automotive inventory buildup and order shifting
Semiconductor supply chains remain tight, and Taiwan power device suppliers say the automotive market, after two years of inventory digestion, is now building up extra stock to avoid...
Wednesday 15 July 2026
SK Siltron begins 300mm wafer production at KRW2.3 trillion Gumi plant

SK Siltron has begun volume production and customer shipments from a KRW2.3 trillion (approx. US$1.54 billion) expansion of its Gumi wafer...

Wednesday 15 July 2026
US licenses widen Nvidia H200 access in China, but shipments remain minimal

Nvidia H200 exports to China are expanding to a broader group of licensed buyers, though actual deliveries remain negligible under...

Wednesday 15 July 2026
MacBook Neo drives Apple notebook shipments up 10% but A18 Pro shortages cap growth

Apple's MacBook Neo is selling briskly, lifting the company's notebook brand shipments by more than 10% year on year in the second...

Wednesday 15 July 2026
Taiwan becomes Ukraine's third-largest drone battery supplier
A new report released by the Taiwanese national think tank Research Institute for Democracy, Society and Emerging Technology (DSET) found that Taiwan's drone battery industry has achieved...
Wednesday 15 July 2026
Memory-cost squeeze is reshaping China's smartphone market, and only Huawei and Apple are winning from it
China's smartphone market is being reordered by the cost of the parts inside the phone rather than by any loss of appetite for the devices, and the second quarter of 2026 showed that...
Wednesday 15 July 2026
Buima lifts June revenue as battery modules and energy storage demand grows
Buima said that its June 2026 revenue continued to rise on stronger green energy business and battery backup unit (BBU) module shipments, with sales the second quarter and first half...
Wednesday 15 July 2026
Nam Liong posts strong Q2 as high-value materials drive growth
Nam Liong Global Corporation reported consolidated revenue of NT$245 million (US$8.4 million) for June 2026, down 2.56% from the previous month but up 21.66% year over year, reflecting...