CONNECT WITH US
NEWS TAGGED COMPONENT
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...
Monday 12 October 2026
Apple's iPhone 18 order cuts expose widening divide in premium demand

Apple's iPhone 18 Pro lineup is showing mixed demand signals weeks after launch. Reports of component order cuts suggest weaker-than-expected sales,...

Monday 12 October 2026
ELAN Microelectrics's 3Q26 PC momentum stalls on shortages, inventory overhang
Touch IC leader Elan Microelectronics recently announced its September 2026 consolidated revenue of NT$602 million (approx. US$18.9 million), down 18.74% month-over-month and 46.9%...
Monday 12 October 2026
Commentary: Could a 65% US-content rule redraw China's 3.2T optical supply chain?
AI data centers are shifting toward faster networking architectures, with optical transceivers advancing from 800G and 1.6T toward 3.2T. Yet China's ability to retain its position...
Sunday 11 October 2026
System integration emerges as Taiwan's next drone industry edge for defense scale-up
As defense technology and unmanned vehicles increasingly extend beyond traditional defense industries into the ICT and semiconductor sectors, Taiwan's manufacturers are being urged...
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...

Thursday 8 October 2026
Microloops sees 2027 growth as ASIC shipments near GPU crossover
Microloops, a thermal module maker, reported September 2026 consolidated revenue of NT$421 million (approx. US$13.2 million), up 25.12% year-over-year but down 17.88% month-over-month,...
Wednesday 7 October 2026
Quanta says September server dip is normal as revenue falls 23% from August
Quanta Computer shipped 4.2 million notebooks in September 2026, up more than 60% from August. Yet its revenue for the month fell more than 20% because server shipments dropped from...
Wednesday 7 October 2026
Exclusive: Chinese notebook ODMs win HP, Dell orders, pressuring Taiwanese suppliers
Chinese notebook original design manufacturers (ODMs) are rapidly catching up, with supply chain sources saying Huaqin and Luxshare have won major orders from HP and Dell, sending...
Wednesday 7 October 2026
Repon revenue slips in September as Vera Rubin, ASIC slide rail shipments ramp up
The AI server supply chain is poised for a stronger quarter as Nvidia's Vera Rubin and AWS's Trainium 3 gradually ramp up, with momentum expected to strengthen across the supply chain...
Tuesday 6 October 2026
Notebook downturn splits supply chain: ODMs lean on servers, component makers seek new growth
Notebook shipments performed better than expected in the first half of 2026, but the market entered a sharp downturn beginning in September, in stark contrast to previous years, when...
Monday 5 October 2026
Quanta suspends HP supply for a week to press for higher NB prices
Quanta, a leading notebook ODM, reportedly cut off supply to Hewlett-Packard (HP) for one week in September 2026, forcing HP to raise prices as Quanta drew on its surging server business...
Friday 2 October 2026
Huawei hikes flagship prices up to US$200 as memory shortages hit smartphone margins
Soaring memory procurement costs are pushing smartphone makers to pass expenses on to consumers. As artificial intelligence (AI) infrastructure expansion continues to squeeze global...
Thursday 1 October 2026
Qualcomm says PC chip shortages are manageable; price swings hit harder
Qualcomm's senior vice president and general manager of the compute and gaming business, Kedar Kondap, said the biggest challenge facing the PC industry is not component shortages,...
Wednesday 30 September 2026
Murata begins mass production of world's smallest three-terminal MLCCs
Murata Manufacturing has started mass production of its LLD series, a new class of ultra-compact capacitors that could help device makers worldwide fit more power management into smaller...