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Saturday 31 October 2026
Marvell-Lumentum talks put optical supply chain in focus
Marvell is reportedly in talks to acquire Lumentum, drawing attention across the optical communications supply chain. The deal would offer strong strategic synergies, particularly...
Saturday 31 October 2026
Analysis: Elon Musk, Jensen Huang clash over neocloud survival
The outlook for AI neocloud providers has sparked a clash between Tesla CEO Elon Musk, who warned that more than 200 such companies could face large-scale failures or consolidation,...
Saturday 31 October 2026
Global smartphone shipments fall 14% as brands launch more 5G models
Global smartphone shipments fell an estimated 14% year-over-year in the first three quarters of 2026, even as the number of new 5G smartphone models rose 18.4%, according to DIGITIMES...
Saturday 31 October 2026
Compeq plans sustained investment as AI infrastructure, LEO satellite demand grows

Compeq Manufacturing is reshaping its product portfolio and expanding capacity in Taiwan and overseas as demand rises for AI data center infrastructure and next-generation low Earth...

Saturday 31 October 2026
Ibiden expands AI packaging substrate capacity for Intel from 2029
Ibiden on October 29 raised its fiscal 2026 forecast, projecting consolidated net profit to rise 40% year-over-year to JPY89 billion (US$563 million) and revenue to increase 36% to...
Saturday 31 October 2026
Renesas expands AI data center capacity, targets 33.2% margin in 2026
Japan’s Renesas Electronics expects strong demand for AI data centers, industrial applications, and automotive semiconductors to drive 2026 revenue to JPY1.6668 trillion (US$10.55...
Saturday 31 October 2026
Infineon's 300mm GaN push turns Europe's power-chip strength into an AI infrastructure bet

The aggressive deployment of infrastructure-scale AI projects is rapidly driving up compute demand as chip architectures continue to scale across...

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...