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Saturday 31 October 2026
Interview: Why this Taiwan mmWave maker chose to sidestep SpaceX and look to niche markets for demand
Millimeter-wave (mmWave) technology was previously used mainly in military and aerospace applications, where costs were extremely high. Now, as high-frequency communications and non-terrestrial...
Friday 30 October 2026
Holtek lands major server cooling contract, AI thermal demand soars
Microcontroller unit (MCU) major Holtek Semiconductor has secured a substantial order for brushless DC (BLDC) motors, with adoption in Taiwanese server cooling fans slated to begin...
Friday 30 October 2026
Taiwan's economic indicator signals 'booming' for 10th straight month on AI-driven shipments
Taiwan's economy has stayed in "booming" territory for a record 10th consecutive month, according to the monitoring indicator compiled by the National Development Council (NDC), the...
Friday 30 October 2026
Google, Foxconn aims to cut AI infrastructure deployment to six months
Google is deepening its strategic partnership with Foxconn to accelerate AI infrastructure deployment, aiming to cut the time from chip supply to data-center deployment from the traditional...
Friday 30 October 2026
Samsung SDI posts 12-quarter high in 3Q26 operating profit
Samsung SDI, a major South Korean battery maker, posted strong results in the third quarter of 2026 as rising energy storage system (ESS) battery demand lifted operating profit to...
Friday 30 October 2026
Nvidia secures substrate capacity as FCBGA market targets US$27.3 billion by 2030
Nvidia has begun securing advanced substrate capacity in Taiwan, Japan and South Korea, using capacity reservation agreements and upfront payments to support supplier expansion as...
Friday 30 October 2026
Jinpao targets power cabinets, BBUs in AI-related expansion
Thailand-based precision sheet-metal manufacturer Jinpao Precision has entered the supply chain of a leading Thailand-based power-management company on the strength of its resilient...
Friday 30 October 2026
ASE expects packaging and testing margins to stay above 30%
ASE Technology Holding (ASEH) expects gross margins in its packaging and testing business to remain above 30% in 2027 as growing demand for AI-related advanced packaging helps the...
Friday 30 October 2026
Sandisk sees 60–90GB of NAND per CPU in AI agent workloads
Sandisk sees demand for roughly 60 to 90 gigabytes of NAND flash per CPU in certain AI inference and agent-orchestration applications, as customers rethink how they use different memory...
Friday 30 October 2026
Yageo plans 10-15% capacity expansion in 2027 as AI demand pushes utilization above 95%
Passive component manufacturer Yageo said robust AI demand is driving shipments of multilayer ceramic capacitors (MLCCs) and tantalum capacitors, pushing AI-related applications to...
Friday 30 October 2026
Delta Electronics approves Penang manufacturing base to expand global capacity
Delta Electronics approved plans on October 28 to establish a large manufacturing base in Penang, Malaysia, as the power and thermal management company expands overseas production...
Friday 30 October 2026
Intel's server surge faces a supply setback as PC weakness persists
Intel's growing server business is strengthening its operating recovery, but a factory disruption and a prolonged PC downturn threaten its ability to convert demand into near-term...
Friday 30 October 2026
Analysis: Oracle backs Cerebras as AI cloud shifts to multi-architecture compute
Oracle will offer cloud services powered by Cerebras' AI computing systems in its cloud data centers starting in 2027, giving the wafer-scale chipmaker another major cloud customer...
Friday 30 October 2026
Doosan Enerbility expands AI power push with US gas turbine orders, next-gen nuclear
Doosan Enerbility is strengthening its position in the AI-driven power infrastructure market, backed by 12 gas turbine orders in the US and an expanding nuclear energy portfolio. At...
Friday 30 October 2026
Sandisk says customers are coming back for more NAND
Sandisk says AI infrastructure customers are returning to secure more NAND flash after underestimating their storage requirements, even as its pipeline of prospective long-term supply...