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Wednesday 4 November 2026
Darfon to consolidate China, Southeast Asia capacity, shift resources to AIDC components
PC component maker Darfon Electronics is consolidating its production capacity in China and Southeast Asia, while simultaneously shifting some of its resources for IT peripherals toward...
Wednesday 4 November 2026
Acer Taiwan expects significant consumer PC growth in 2026 despite overall market weakness
Despite a sharp slowdown in the overall PC market in the second half of 2026, Acer's consumer PC shipments to the Taiwan market rose 15% year-over-year from January to October. The...
Wednesday 4 November 2026
Apple expects MacBook Neo shipments to double in 2027, sources say
Apple has given suppliers a shipment forecast of 16 million MacBook Neo units for 2027, about double the nearly 8 million units expected in 2026, according to supply-chain sources.
Wednesday 4 November 2026
AMD plans for a weaker PC market in 2027 as embedded growth gains momentum
AMD is preparing for another difficult year in PCs even as demand for its data center products exceeds available supply. The company's earnings call exposed the widening gap between...
Wednesday 4 November 2026
Foxconn's AI infrastructure edge goes beyond assembly — precision manufacturing, vertical integration set a higher bar
Foxconn is leveraging its precision manufacturing and vertical integration capabilities to strengthen its position in AI infrastructure, where rapid server upgrades increasingly demand...
Tuesday 3 November 2026
Stellantis warns chip shortages could disrupt Fiat production in Italy
Stellantis said on November 2 that shortages of critical electronic components for engine control units (ECUs) had significantly disrupted production of several Fiat models in Italy...
Tuesday 3 November 2026
Samsung Electro-Mechanics starts mass production of ADAS MLCCs
Samsung Electro-Mechanics (Semco) has begun mass production of a miniature, ultra-high-capacitance multilayer ceramic capacitor (MLCC) for advanced driver assistance systems (ADAS),...
Monday 2 November 2026
Denso sees profits hit by memory costs, seeks price pass-through
Denso, Japan's largest auto parts maker, reported falling profits for the first half of fiscal 2026 as surging memory and other component costs, driven partly by the AI boom, offset...
Sunday 1 November 2026
The 20% problem: why Taiwan's imported equipment parts still carry 70% of the cost
Taiwan can manufacture some of the world's most advanced chips, package them into increasingly complex AI systems, and connect much of the surrounding electronics supply chain within...
Friday 30 October 2026
Yageo plans 10-15% capacity expansion in 2027 as AI demand pushes utilization above 95%
Passive component manufacturer Yageo said robust AI demand is driving shipments of multilayer ceramic capacitors (MLCCs) and tantalum capacitors, pushing AI-related applications to...
Friday 30 October 2026
China AI stock bubble bursts as STAR 50 plunges 40%, erasing billions in market value
Chinese AI, robotics, and semiconductor stocks have suffered a steep sell-off in less than four months, casting a shadow over Beijing's push to achieve global technology leadership...
Thursday 29 October 2026
Marvell reportedly in advanced talks to acquire Lumentum in AI optics deal
Marvell Technology is in advanced talks to acquire data-center optical component maker Lumentum Holdings, people familiar with the matter said, in what could become a major AI hardware...
Thursday 29 October 2026
SiC and GaN demand reshapes design, reliability and supply stability
Applications for silicon carbide (SiC) and gallium nitride (GaN) power devices are expanding across the electronics industry, affecting not only component selection but also product...
Wednesday 28 October 2026
Toyota accelerates robot commercialization as IKKA targets supply-chain opportunities
Toyota Motor Corporation is accelerating the commercialization of robots, creating potential opportunities for Ikka Holdings (IKKA-KY) to leverage its existing Japanese automotive...
Wednesday 28 October 2026
PC makers reportedly shift production back to China as AI boom drives up component costs
US and Taiwanese PC makers are shifting some production from Southeast Asia back to China and partnering with additional Chinese contract manufacturers as surging memory and storage...