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Friday 20 March 2026
Research Insight: AI reshapes Taiwan's PCB industry around high-end capacity and materials
DIGITIMES observes that as demand surges for AI servers, high-speed switches, optical communication modules, and edge AI devices, Taiwan's PCB industry is undergoing a structural...
Friday 20 March 2026
AI tailwinds and global reach put Topco on track for double-digit growth in 2026
Driven by AI applications boosting advanced processes, HBM, and packaging technologies, demand for key materials like silicon wafers and photoresists has surged. Topco Scientific (TSC)...
Friday 20 March 2026
Commentary: Taiwan's display panel makers are quietly becoming chip companies
Taiwan built its technology identity on two pillars: semiconductors and display panels. One has thrived. The other is reinventing itself.
Thursday 19 March 2026
Gulf crisis drives up petrochemical and semiconductor costs
As fighting in the Middle East continues, the closure of the Strait of Hormuz has sent shockwaves through global energy and petrochemical markets. The disruption is already rippling...
Thursday 19 March 2026
China curbs, Middle East tensions drive surge in chip material risks from gallium to helium

Global semiconductor supply chains are facing rising pressure as Middle East geopolitical tensions and China's tightening export controls...

Thursday 19 March 2026
China's photoresist push moves from lab wins to mass supply
China's semiconductor materials localisation is shifting into commercial scale, with domestic photoresist suppliers moving from pilot validation to mass supply, marking a turning point...
Tuesday 17 March 2026
InterBattery 2026: Solid-state battery commercialization accelerates as Posco and EcoPro set mass production targets by year-end
As major battery manufacturers accelerate the commercialization of solid-state batteries (SSBs), South Korea's battery materials industry is also speeding up product development and...
Tuesday 17 March 2026
Middle East conflict disrupts supply chains, Taiwan materials maker flags rare force majeure notices

Shinkong Synthetic Fibers Corporation (SSFC) is accelerating its transformation into AI, semiconductors, biotechnology, and optical films,...

Tuesday 17 March 2026
Inter Battery 2026: Global battery market still centered on LFP
Rapid growth in global electric vehicle (EV) and energy storage demand is accelerating shifts in the battery industry landscape. South Korea's three major battery makers, LG Energy...
Monday 16 March 2026
CMMT pushes ahead into semiconductor materials despite polarizer headwinds
Cheng Mei Materials Technology (CMMT), a Taiwan-based polarizer manufacturer, remains loss-making but has stepped up efforts to reposition itself as a semiconductor materials supplier...
Monday 16 March 2026
Chip inflation spreads as Samsung, Nexchip raise foundry prices and material costs surge
China-based wafer foundry Nexchip recently announced that starting June 1, 2026, it will raise foundry prices by 10% to ensure stable product supply and sustainable long-term partn...
Monday 16 March 2026
AI server tracker: AI server boom drives demand for PCB, CCL and interconnect suppliers
Spending by hyperscale cloud service providers (CSPs) is fueling expansion across the AI server supply chain, with demand spreading beyond processors and server assembly into board-level...
Sunday 15 March 2026
PCB supply chains feel the heat of Middle East
The Middle East conflict is scorching more than just the region. Disrupted shipping lanes and tightening energy supplies are driving up costs across the printed circuit board (PCB)...
Sunday 15 March 2026
Niching sees AI-driven thermal products lift early 2026 revenue despite Lunar New Year slowdown
Semiconductor packaging and testing material supplier Niching Industrial Corp. reported NT$200 million (approx. US$6.29 million) in revenue for January and February 2026, a year-over-year...
Saturday 14 March 2026
Wah Lee sees record revenue in 1H26 driven by AI server orders, CCL substrate growth
Semiconductor materials and equipment supplier Wah Lee Industrial reported record-high cumulative revenue for the first two months of 2026, fueled by strong demand for artificial intelligence...