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NEWS TAGGED 2026
Wednesday 15 April 2026
China Northern Rare Earth hikes 2Q26 rare earth ore prices over 44%, experts warn of demand destruction
China Northern Rare Earth, the leading player in China's rare earth industry, has raised its rare earth ore (REO) prices for the second quarter of 2026 by more than 44%. Amid geopolitical...
Wednesday 15 April 2026
CyberTAN post strong 1Q26 growth on improved product mix
CyberTAN, a networking hardware maker, reported strong revenue growth in March 2026, supported by a stronger product mix and solid shipment contributions. Consolidated revenue reached...
Wednesday 15 April 2026
CCL price hikes to extend through 2026 with rising glass fiber and copper foil costs

Surging demand for high-end PCBs driven by AI servers and switches is intensifying supply imbalances for upstream materials. Industry...

Wednesday 15 April 2026
Exein opens Taipei hub with unlimited Taiwan investment, aims to build chip-to-application cybersecurity ecosystem
Italian embedded cybersecurity firm Exein has opened an Asia-Pacific operations center in Taipei and pledged essentially unlimited investment in Taiwan, a move with implications for...
Wednesday 15 April 2026
Foxconn deepens EV vertical integration with CDMS model for streamlined production
Foxconn's expanded EV push signals potential cost and supply-chain shifts worldwide, as the Taiwanese contract manufacturer deepens vertical integration with in-house batteries, new...
Wednesday 15 April 2026
Taiwan's smart building industry sets sights on 2026 as a pivotal growth year
Taiwan has long been recognized as a global hardware powerhouse, but its building technology sector is now staking a claim in the smarter, software-driven frontier of urban infrastructure...
Wednesday 15 April 2026
China's carmakers push ahead in solid-state battery race
Last month, China's Chery Automobile unveiled an all-solid-state battery it says can deliver a driving range exceeding 1,500 kilometers, positioning the technology as a central pillar...
Wednesday 15 April 2026
Cooling fan makers remain optimistic about 2026 operations
Record revenues and aggressive liquid-cooling rollouts at leading fan makers signal shifting global demand, with server and automotive needs underpinning growth while consumer-linked...
Wednesday 15 April 2026
Taiwan cooling suppliers post record March revenue as AI demand lifts liquid cooling

Taiwan's leading thermal solution providers reported record revenue in March 2026, as AI-driven demand extended into general-purpose servers...

Wednesday 15 April 2026
Nanya Technology predicts DRAM price surge in 2Q26 as private equity boosts growth
Despite recent softening in the DRAM spot market, Nanya Technology president Pei-Ing Lee said DRAM prices will rise by the "tens of percentage points" in the second quarter of 2026...
Wednesday 15 April 2026
Europe's sovereign AI ambitions open doors for Korean NPU startup
South Korean artificial intelligence (AI) chip startups FuriosaAI and Rebellion are accelerating their expansion into Europe, aiming to capitalize on growing demand for sovereign AI...
Tuesday 14 April 2026
Samsung begins P4 equipment orders as 1c DRAM investment enters execution

Samsung Electronics has begun procuring semiconductor equipment for its P4 facility in Pyeongtaek, marking the transition of its planned...

Tuesday 14 April 2026
AI infrastructure boom triggers NAND shortage, memory profits seen rising 2–3x, Silicon Motion says
Silicon Motion's president, Wallace Kou, said the memory industry is undergoing an irreversible structural shift driven by AI infrastructure growth. Since August 2025, NAND flash prices...
Tuesday 14 April 2026
Panel makers lift 1Q26 sales on early orders; demand outlook turns cautious
Front-loaded orders, fewer February working days, and a low base lifted Taiwanese panel makers' March revenue. In the first quarter of 2026, Innolux, GiantPlus, and Hannstar Display...
Tuesday 14 April 2026
Winmate shifts to AI platform with defense and edge computing as dual engines
Winmate's focus on edge AI and defense markets could reshape its global footprint, promising higher-margin sales and expanded production in Europe, the US, Japan, and Thailand. Customers...