Elon Musk's SpaceX has confirmed plans to launch its initial public offering (IPO) in 2026. Abhi Tripathi, a longtime SpaceX veteran and current mission operations director at the University of California, Berkeley's Space Sciences Laboratory, believes that once Musk realized Starlink satellites could be built as a distributed data center network, taking SpaceX public became inevitable.
Yageo, the Taiwanese manufacturer of electronic components, stated on Monday that a fire at a neighboring facility near its Dafa No. 3 plant in Kaohsiung did not impact its own operations.
Taiwan-based circuit protection component maker Polytronics said its business likely hit a trough in 2025 and is poised for recovery next year, as US defense-related demand for thermal management substrates begins to return after tariff-driven order volatility disrupted shipments.
Global electronics suppliers entered 2025 expecting a gradual recovery after a prolonged inventory correction. But persistent geopolitical tensions, supply constraints linked to artificial intelligence expansion, and fragmented end-market demand are forcing companies to rethink how they compete.
With a recent launch by the American startup Starcloud of a satellite equipped with Nvidia's H100 graphics processor—and the first successful training of an artificial-intelligence model in orbit—the idea of an "orbital data center" has moved decisively from science fiction to proof of concept.
Taiwan-based component supplier Sixxon Tech reported broad-based revenue growth across all product lines in the first three quarters of 2025 and outlined an expansion-driven strategy for 2026, emphasizing industrial, medical, and energy-related applications as it works to reduce long-term reliance on automotive demand.
Facing intensifying competition in the traditional LED lighting market, Incheon-based Korea Lighting is repositioning itself as a supplier of bio-optical semiconductor solutions, targeting high-value applications across healthcare, hygiene, beauty, and agriculture.
A recent report from Bloomberg New Energy Finance (BNEF) states that the global nuclear industry is expected to commission fifteen nuclear reactors in 2026, adding approximately 12GW of fission-based electricity capacity. This expansion will reverse the decline seen in 2025, when global nuclear capacity decreased by about 1.1GW. BNEF statistics show that only two new reactors became operational globally by November 2025, while seven reactors were permanently shut down.
Automotive-grade thin-film resistor maker Viking Tech held an in-person investor conference, where VP Shun-he Li reported that demand for ultra-low-resistance alloy resistors continues to increase. The company has recently secured a major order from China's second-largest on-board charger (OBC) supplier. The order volume is expected to contribute around NT$60-70 million (approx. US$1.9-2.2 million) in revenue, with gross margins higher than those of general resistor products. With this contribution, the share of automotive electronics revenue in 2026 is expected to rise from the current 53% to 55-57%, remaining the company's largest revenue segment.
Viking Tech, a leading automotive-grade thin-film resistor manufacturer, announced it will increase prices for its thin-film inductors by 10% to 40% starting in the first quarter of 2026, adding it to the list of passive component makers implementing price hikes. The move follows rising costs of precious metals and signs of recovering demand in the artificial intelligence (AI) and networking markets.
At the startup expo COMEUP 2025 that took place in Seoul last week, Taiwan's emerging companies, including Infinitix and SurveyCake, showcased plans to deepen their footprint in South Korea's growing AI and consumer markets. Led by the National Development Council (NDC) and local startup communities under the Startup Island Taiwan brand, these firms aim to leverage South Korea's vibrant tech ecosystem for expansion.
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