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    Friday 16 October 2026
    Taiwan to build industrial parks in US; Texas site already found
    Taiwan plans to set up industrial parks in the US to help its supplier ecosystem reach customers like Nvidia and other local hardware manufacturers. It is starting with a complex in...
    Friday 16 October 2026
    US chipmakers rely more on overseas production than supplier data suggests, SIA finds
    The US semiconductor industry sources 95% of its roughly US$27 billion in annual equipment and materials purchases from companies headquartered in the US, Europe and Japan. However,...
    Friday 16 October 2026
    Charts: YMTC bets on premium eSSDs to take on Samsung
    AI-driven NAND demand is entering a supercycle, positioning Yangtze Memory Technologies Co. (YMTC) as the fastest-growing memory supplier. According to Counterpoint Technology Market...
    Friday 16 October 2026
    US pushes AI exports as chip industry flags supplier gaps and reshoring costs
    At SEMICON West 2026, US officials and lawmakers promoted domestic manufacturing and AI export policies, while industry executives warned that supplier shortages, the premium for US-made...
    Thursday 15 October 2026
    EU seeks China deal to lift ASML supplier sanctions amid rare-earth crisis
    The European Union (EU) is negotiating with China to lift sanctions on Sindlhauser Materials GmbH, a small German business that is part of ASML's supply chain, according to people...
    Thursday 15 October 2026
    ASML holds back 2029-2030 orders and confirms first price increases as EUV shortage deepens
    ASML, the sole supplier of extreme ultraviolet (EUV) lithography tools, has shifted from taking orders to allocating them. On its third-quarter 2026 earnings call on October 14, the...
    Thursday 15 October 2026
    Changing iPhone 18 Pro supplier orders show shift to higher-end models
    Conflicting signals have emerged regarding the production of Apple's newest iPhone models, particularly the iPhone 18 Pro Max. Media reports on the volume changes appear to reflect...
    Thursday 15 October 2026
    Hiroca sees overseas revenue share top 50%, eyes strong pull-in momentum for 4Q26
    Automotive parts supplier Hiroca saw an increase in overseas contributions for the first three quarters of 2026, with international markets accounting for more than 50% of the company's...
    Wednesday 14 October 2026
    Linde LienHwa links HaaS ecosystem to drive industrial decarbonization
    Industrial gas supplier Linde LienHwa is expanding its industrial decarbonization applications, with oxygen-enriched combustion technology adopted by Taiwan Cement, Walsin Lihwa, Jin...
    Tuesday 13 October 2026
    AI server tracker: Supply, not demand, caps BMC growth as Aspeed's 2027 orders top this year's revenue
    Taiwan-based server management chip supplier Aspeed Technology reported consolidated revenue of NT$1.636 billion (approx. US$51.16 million) for September 2026, up 100.93% year-over-year...
    Tuesday 13 October 2026
    South Korea's YMT targets fivefold rise in glass-substrate plating capacity
    South Korean electronic materials supplier YMT is accelerating its expansion into glass-substrate electroplating. The company plans to increase related capacity to roughly four times...
    Monday 12 October 2026
    AITO doubles down on CATL as China's battery supply chain shifts toward selective diversification
    As efforts to curb CATL's dominance accelerate across China's automotive landscape, the domestic battery market is beginning to move away from single-supplier dependence and toward...
    Monday 12 October 2026
    Samsung could unseat SK Hynix as HBM leader in 2027
    Samsung Electronics could overtake SK Hynix as the world's largest supplier of high-bandwidth memory (HBM) in 2027, as HBM4 prices climb and memory manufacturers compete for limited...
    Monday 12 October 2026
    Apple's iPhone 18 order cuts expose widening divide in premium demand

    Apple's iPhone 18 Pro lineup is showing mixed demand signals weeks after launch. Reports of component order cuts suggest weaker-than-expected sales,...

    Friday 9 October 2026
    Ample revenue slips in September as passive component demand stays strong

    Ample Electronic, a supplier of conductive paste materials for the passive components industry, reported September 2026 revenue of NT$304 million (approx. US$9.6 million), down...

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    Research_DB
    BIZ FOCUS
    Oct 15, 08:00
    Samsung Semiconductor Highlights 400+ Layer Flash Powering Agentic AI
    Wednesday 14 October 2026
    Practical Insights & Industry Ideas
    Wednesday 14 October 2026
    GMIF 2026 Awards: Samsung, Sandisk, BIWIN, and Others Honored
    Wednesday 14 October 2026
    Hybrid Copper Bonding - A Manufacturing Lever for The AI Era