Flora Wang joined DIGITIMES in 2024 and covers PCB, passive components, and semiconductor packaging and testing industries. She holds a Master's degree in Digital Journalism from Goldsmiths, University of London.
Zhen Ding Tech (ZDT), a major PCB supplier, said at its second-quarter 2026 earnings conference on August 11 that rising investment in AI computing infrastructure is ushering in a new expansion cycle for high-end PCB...
Siliconware Precision Industries (SPIL), a subsidiary of ASE Technology Holding (ASEH), broke ground on a new plant in Douliu, Yunlin County, Taiwan, amid surging global demand for artificial intelligence (AI) and...
Demand for AI infrastructure is forcing chipmakers and data-center operators to rethink how systems are built, with implications for computing costs, energy use, and bandwidth worldwide...
Murata Manufacturing has unveiled upgraded power converters and optical components, highlighting how rising AI workloads are pushing data centers worldwide toward denser, more efficient power systems and higher-speed...
Chiao Yu-Heng, chairman of Walsin Technology, said the passive component market has improved sharply, with some parts even in short supply, and that order visibility now extends "beyond the end of 2026." The company...
YAGEO and Walsin Technology reported strong July 2026 revenue as artificial intelligence demand continued to lift Taiwan's passive components sector...
Dynamic said its Thailand plant will not begin mass-producing high-end AI products until the fourth quarter of 2026, a delay that could make it harder for the PCB maker to achieve its goal of deriving 20% of sales from...
Passive System Alliance (PSA) Group and National Taipei University of Technology have signed a three-year industry-academia agreement worth NT$50 million to advance artificial intelligence research and workforce...
VisEra, the TSMC-affiliated optical components supplier, is expanding into AI optical interconnects and silicon photonics, with its MicroLens products for 800G pluggable transceivers already in mass production and its...
LinkCom Manufacturing said its July revenue fell from a year earlier because tight supplies of memory, passive components, and other key parts pushed up prices and prompted some networking customers to adjust...
Compeq Manufacturing said on August 6 that satellite and data center demand helped lift second-quarter performance, with revenue reaching a record for the period and management expecting further gains through the rest...
WinWay Technologies said orders from AI customers and stronger demand for advanced testing products lifted shipments in the second quarter of 2026, with revenue rising for a fourth straight quarter on a sequential...
TSMC-affiliated optical sensing chipmaker VisEra Technologies said at its earnings conference on August 6 that business momentum rebounded significantly in the second quarter of 2026, driven by stable shipments of...
Zhen Ding Tech (ZDT) said July revenue reached its highest level so far in 2026, supported by strong momentum across mobile communications, servers, optical modules and IC substrates...
Ample Electronic, a supplier of conductive paste materials for passive components, said strong artificial intelligence demand has helped drive a hot multilayer ceramic capacitor market and pushed customer orders higher...
Chunghwa Precision Test Tech. reported record monthly revenue in July 2026, as demand for AI and high-performance computing (HPC) testing products rose across data center and cloud markets...
AI chip demand is tightening supply of IC substrates, prompting Nvidia, AMD, and hyperscalers to lock in Ajinomoto Build-up Film (ABF) capacity through 2028 and press suppliers to begin planning additional expansion for...
Aurona said shipments of ABF substrate pads and CCL-related packaging materials both rose, extending its growth momentum in the second quarter of 2026...
Kinsus said stronger second-quarter results and fresh capital spending reflect continued strain in the global IC substrate market, where demand from AI, CPU, GPU, and ASIC customers is keeping capacity tight...
Flexium Interconnect said its second-quarter operating loss narrowed from the previous quarter as new flexible printed circuit products entered mass production for a US customer's latest notebooks, while smart glasses...
C.C.P. Contact Probes said it has expanded its presence in the AI sector through a joint development project with a major semiconductor company covering microelectromechanical systems probes and probe-cleaning sheets...
Surging demand for AI servers is tightening global capacity for high-end passive components, prompting customers to once again pursue long-term supply agreements (LTSAs) as they seek to secure future deliveries.
Elite Material Co. said booming demand for advanced materials used in AI hardware kept its factories fully loaded in the second quarter of 2026, lifting revenue and profit to record levels...
Driven by robust AI-related demand for advanced packaging and testing, ASE Technology Holding has raised its 2026 capital expenditure budget for a second time this year to a record US$10.5 billion, up from its original...
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