中文網
  • 繁體
  • 简体
    •
    Trending
    CONNECT WITH US
    Commentary: Samsung’s Taylor 2nm ramp-up is critical to closing the gap with TSMC
    7h 20min ago
    Global auto downturn creates risks and opportunities for Taiwan suppliers
    7h 20min ago
    Chip inflation accelerates smartphone brands’ retreat from low-end devices
    7h 20min ago
    Analysis: What China's proposed export controls for AI foundation models and agents means
    7h 20min ago
    Analysis:Why has China expanded export control to AI chip design and computing technologies now
    7h 20min ago
    Home Tech ICT IT components, peripherals
    Tuesday 20 October 2026
    OCP 2026 shifts AI competition from chips to rack-scale systems
    The 2026 OCP Global Summit, held from October 12 to 15 in San Jose, California, highlighted a shift from open server hardware to open AI infrastructure. Rack-scale standardization is now expanding into system-level co-design for AI factories.
    Monday 19 October 2026
    Action cameras gain momentum as camera demand fragments
    After two years of recovery, the digital camera market is slowing in 2026, with action cameras and handheld smart cameras taking over as the next growth engines. Optical industry observers say consumers no longer expect one camera to cover every scenario, instead choosing specialized devices for specific uses—a shift that has made action cameras the clearest winner.
    Monday 19 October 2026
    Canon Taiwan sees strong global camera demand in 2026 and 2027
    Canon Marketing Taiwan President Hu Da-gang said the global camera market performed well in 2026, with demand rebounding after the pandemic and smartphone photography helping cultivate a new generation of photography enthusiasts. He also expressed optimism about 2027, as Canon and other brands prepare to launch more new models and capitalize on market momentum.
    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 Texas, which has become a hotspot of expansion plans among Taiwanese tech companies.
    Friday 16 October 2026
    Holtek targets higher-value MCU markets with AI server cooling orders set to lift 2027 revenue
    Taiwan-based microcontroller (MCU) manufacturer Holtek Semiconductor unveiled its 2026 product roadmap on October 15, focusing on four core areas: smart protection, green energy and intelligent control, edge AI computing, and general-purpose applications.
    Friday 16 October 2026
    Cloud AI absorbs resources as non-AI semiconductors face prolonged downturn
    Investment in AI data centers remains strong, but semiconductor growth is becoming increasingly concentrated in cloud AI, while the long-running decline in consumer technology prices has come to an abrupt halt. At a SEMICON West 2026 industry outlook session, Duncan Meldrum, an economist at Hilltop Economics, warned that the shift is putting additional pressure on the broader semiconductor market.
    Friday 16 October 2026
    Interview: The AI economy needs US$6T in funding — but from where?
    AI is clearly making an enormous impact on the global economy, with capabilities extending from language chatbots to agentic teams and the physical realm within just a few years. A new report by consulting firm Bain takes stock of AI's effects on businesses so far and projects how it could shape the near future.
    Thursday 15 October 2026
    Luxnet posts record 3Q profit as capacity expansion fuels growth
    Optical communications maker Luxnet reported a September 2026 net profit attributable to parent-company owners of NT$103 million (US$3.21 million), up 110.2% year-over-year, with earnings per share (EPS) of NT$0.72. September EPS exceeded half of the second-quarter 2026 EPS of NT$1.29, signaling strong momentum in the second half of the year.
    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 an entrenchment of the company's premium segment during a year of rising component costs and sliding smartphone sales across the sector.
    Thursday 15 October 2026
    Taiwan suppliers target OCP power, cooling, 1.6T integration
    The Open Compute Project (OCP) Global Summit 2026 recently took place in San Jose, California, as Taiwan suppliers joined the global AI infrastructure race with offerings spanning power systems, servers, connectors, networking, and optical communications. The event highlighted a shift from standalone server performance to integrated systems focused on 800VDC power, liquid cooling, and 1.6T networking.
    Wednesday 14 October 2026
    BOE struggles with glass breakage at US$9.4 billion OLED plant as it seeks Apple iPad orders

    China's BOE has spent approximately six months trying to resolve recurring glass substrate breakage at its Gen 8.6 OLED plant in Chengdu, raising concerns about production stability as the display maker seeks approval to supply panels for Apple's iPads.

    Wednesday 14 October 2026
    Largan chairman casts doubt on Micro LED links for AI data centers
    Largan Precision chairman En-ping Lin has questioned the viability of Micro LED-based optical links for AI data centers, citing concerns over power consumption, size, and transmission efficiency. Industry sources interviewed by DIGITIMES counter that while individual Micro LEDs transmit data more slowly than lasers, using hundreds of parallel channels could reduce overall system power consumption by simplifying the transmission architecture.
    Wednesday 14 October 2026
    PMIC vendors diverge as PC exposure drives revenue gap
    Taiwanese power management IC (PMIC) vendors reported their September and third-quarter 2026 revenue, with results diverging as PC exposure widened the performance gap. Global Mixed-mode Technology and Leadtrend posted both quarter-over-quarter and year-over-year growth in the third quarter, while Anpec Electronics and uPI Semiconductor reported declines from the previous quarter, amid weak PC supply-chain demand.
    Tuesday 13 October 2026
    Taiwan panel makers enter semiconductor fight as structural challenges persist
    Entering the fourth quarter of 2026, panel makers face pressure from rising component costs and weakening demand. However, price hikes and production cuts led by Chinese panel manufacturers are expected to prevent panel prices from falling further, while weak third-quarter revenue at AUO and Innolux highlights the need for Taiwanese manufacturers to accelerate their transformation.
    Tuesday 13 October 2026
    Nvidia and Cisco unveil new optics design to help scale AI factories
    Nvidia and Cisco have introduced a new pluggable optics form factor to expand AI infrastructure without sharply increasing power use or network complexity. For global cloud operators, enterprises, and sovereign AI projects, the design could support denser, more efficient data center builds as demand for AI computing continues to rise.
    Tuesday 13 October 2026
    Global PC shipments plunge 20% in 3Q26
    Global PC shipments, including desktops, notebooks, and workstations, fell more than 20% year-over-year in the third quarter of 2026 as inventory pressure and weak demand hit the market. The decline reflects how the AI infrastructure boom is squeezing component supplies for consumer electronics while driving up prices.
    Monday 12 October 2026
    Microsoft's Maia 300 rack: 96 accelerators, HBM4, mostly liquid-cooled
    Microsoft has released architecture details for Maia 300, its third-generation Azure AI accelerator. The design pairs 96 accelerators per rack with a two-tier network that links up to 12,288 accelerators into a single superpod. The company says the system is built for cloud-scale agentic inference, and that it co-designed the software, silicon, rack infrastructure, networking, and data centers to run as one platform.
    Monday 12 October 2026
    South Korea's Nucode targets US drone identification market with Realtek-based module
    South Korean wireless communications module maker Nucode has signed a memorandum of understanding (MOU) with US drone identification and airspace intelligence provider Zing Drone Solutions to develop and supply electronic component modules for ultra-small and small-scale solutions. Nucode's NU87 module, which uses a Realtek chip, is among the products submitted for evaluation.
    Monday 12 October 2026
    Cook makes first post-CEO visit to China, lauds Guangdong's role in Apple supply chain
    Apple Executive Chairman Tim Cook made his first visit to China since stepping down as Apple CEO. He visited Guangdong Province, a manufacturing hub that contains much of the iPhone maker's supply chain ecosystem as it rolls out the iPhone 18 Pro series and its first foldable smartphones.
    Monday 12 October 2026
    AI doubles Aker differential oscillator mix; 312.5MHz sample set for 4Q26
    Aker Technology said AI and electric vehicle demand are driving faster shipments, with automotive products accounting for 51.88% of sales in the first half of 2026. The quartz component maker also said its 312.5MHz product is scheduled to sample in the fourth quarter of 2026.
    Monday 12 October 2026
    Baso Optical eyes steady performance in 2027 with focus on high-margin AOI, semiconductor, aerospace applications
    Baso Precision Optics held its latest online earnings call on October 7, during which the company acknowledged short-term pressures on its gross margin, due to ongoing adjustments to its product mix, resulting in higher upfront costs and initial production yields that could still see improvement. Looking ahead to 2027, the company expects generally stable revenue and gross margin, with potential for additional growth depending on the validation of new products or pilot production breakthroughs in the semiconductor and automated optical inspection (AOI) segments.
    Monday 12 October 2026
    Neweb Information lifts 2Q26 net profit 118% on IT upgrade demand
    System integration provider Neweb Information, which is set to list on October 23, reported September 2026 revenue of NT$77.02 million (approx. US$2.41 million), up 33.48% year-over-year, as demand rose for enterprise core system replacements, network and cybersecurity upgrades, and AI infrastructure.
    Monday 12 October 2026
    ICT inflation impact limited as supply shock falls short
    Prices for electronic components such as memory, advanced copper foil, glass fiber cloth, and ABF substrates have been rising for some time as makers pass on costs amid tight supply. For the US, even if Apple raises retail prices for its core products, the impact on the Consumer Price Index (CPI) is limited and the supply-side shock has been less severe than expected.
    Friday 9 October 2026
    MediaTek 3Q26 revenue beats forecast, maintains peak-season momentum
    MediaTek reported its September and third-quarter 2026 revenue results, with September revenue of NT$55.40 billion (approx. US$1.74 billion), down 13.69% from the previous month and up 1.97% from a year earlier. Third-quarter revenue reached NT$168.06 billion, up 10.43% quarter over quarter and 18.27% year over year, beating the upper end of its revenue forecast by about 5.2% and allowing the company to deliver the performance typically expected during the traditional peak season.
    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 0.4% from August but up 76.3% from a year earlier. The company said strong demand for multilayer ceramic capacitors (MLCCs) and related parts continued to support results, while third-quarter 2026 revenue rose to NT$879 million, up 23.6% quarter-over-quarter and 82% year-over-year.

    More IT components, peripherals coverage
    Research_DB
    BIZ FOCUS
    Oct 19, 08:00
    MKS' Atotech and ESI to Showcase Advanced PCB Solutions at TPCA 2026
    Monday 19 October 2026
    GMIF2026: AI Inference Drives Token Factory and System Memory Rethinking
    Monday 19 October 2026
    Breaking free from keyword constraints: How GeoGraph elevates job matching
    Thursday 15 October 2026
    Samsung Semiconductor Highlights 400+ Layer Flash Powering Agentic AI
    MULTIMEDIA
    K-Safety Expo 2026: Safety, rewired, AI takes the front line at the edge of Busan blue
    INDUSTRY GUIDEBOOKS
    Will Taiwan, South Korea, Japan join semiconductor alliance with US?