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Wednesday 25 March 2026
Commentary: Foxconn advances liquid cooling subsystems with brand partnerships at Nvidia GTC
The demand for liquid cooling technology in AI servers continues to rise, and Foxconn is increasingly showcasing its components and subsystems in this space. At Nvidia's recently concluded...
Wednesday 25 March 2026
Tescan targets Taiwan and South Korea for semiconductor investment
Czech microscopy equipment supplier Tescan is continuing to deepen its presence in the Asia-Pacific market, targeting growing opportunities in semiconductor failure analysis (FA)....
Wednesday 25 March 2026
TYC Brother strengthens AM and OEM dual-track strategy, with North America plant set to contribute in 2027
Aftermarket (AM) automotive lighting manufacturer TYC Brother Industrial posted NT$24.42 billion (US$763 million) in consolidated revenue in 2025, marking a recent high as the company...
Wednesday 25 March 2026
Arm defends shift into chips as AGI CPU targets agentic AI demand
Arm unveiled its first "Arm AGI CPU" on March 24 at its Arm Everywhere event, marking a major shift in its business model. The chip, conceived three years ago and now ready for mass...
Wednesday 25 March 2026
Tungsten prices surge as geopolitics worsen chip supply fears
Global supply concerns over tungsten, a critical material used in semiconductor manufacturing, are intensifying as geopolitical tensions in the Middle East disrupt commodity markets...
Wednesday 25 March 2026
SK Hynix files for potential US listing and ramps EUV investment as AI demand accelerates
SK Hynix said it has confidentially submitted a registration statement to the US Securities and Exchange Commission for a potential listing of American depositary shares, as part of...
Wednesday 25 March 2026
Taiwan Mask poised for advanced packaging growth in 2H26 off semiconductor rebound
Riding a semiconductor industry recovery and AI-driven demand for advanced packaging, Taiwan Mask Corporation (TMC) President Lidon Chen said the company expects significant and substantial...
Wednesday 25 March 2026
Global semiconductor market rebounds in 2025 with AI-led expansion
According to Omdia, the global semiconductor market reached approximately US$830.8 billion in 2025, a 23.3% year-over-year increase and the second consecutive year of growth above...
Wednesday 25 March 2026
Taiwan drone camera demand stalls over unclear specifications
Imaging technologies are expanding beyond time-lapse photography and consumer applications into higher-barrier military uses as the industry repositions in the post-pandemic era.
Wednesday 25 March 2026
Team Group posts 50x profit surge in January; annual procurement impact seen in 2Q26
Memory module maker Team Group reported a record-high monthly profit for January 2026, with earnings soaring over 50 times year-over-year. Although shipments declined in February due...
Tuesday 24 March 2026
DFI posts 15% revenue growth in 2025 but warns of tight CPU, memory supply in 1H26
Industrial computer (IPC) maker DFI held an earnings call on March 23, reporting its full-year and fourth-quarter 2025 financial results while outlining market risks and response strategies...
Tuesday 24 March 2026
Rising costs and soft demand prolong smartphone panel slump; AMOLED prices to drop over 20% in 2H26
As March nears its end, the smartphone panel market has yet to see a post-Lunar New Year replenishment cycle. With upstream costs rising and end demand softening, overall market conditions...
Tuesday 24 March 2026
Eternal Materials braces for stronger 2026 but flags oil-driven cost monitoring
Eternal Materials expects operations in 2026 to outperform 2025, driven primarily by growth in precision equipment and scaling shipments of semiconductor advanced packaging materials...
Tuesday 24 March 2026
India outlines strategic roadmap to reach 1,121GW power capacity by fiscal 2035-2036
The Government of India, through the Central Electricity Authority (CEA), has released the National Generation Adequacy Plan (2026-27 to 2035-36), detailing a comprehensive roadmap...
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...