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Tuesday 6 October 2026
Nittobo expands glass cloth output as AI chip demand strains global supply
Nittobo is expanding production of its T-Glass glass cloth as demand from AI chip makers tightens a critical part of the global semiconductor supply chain. The move matters beyond...
Tuesday 6 October 2026
Arcadyan September revenue hits record on mobile communications strength
As the networking market enters its traditional peak season, customer demand is gradually recovering. Arcadyan Technology announced on October 5 its September revenue, which reached...
Tuesday 6 October 2026
BizLink revenue rises on European site restart, Interplex integration
BizLink-KY said September revenue climbed as it ended summer shutdowns at its European facilities and consolidated Interplex Datacom's data communications business, underscoring how...
Tuesday 6 October 2026
Jedec unveils new standard for silicon photonics reliability qualification and testing
Jedec released a new standard for silicon photonics (SiPh) testing and manufacturing controls to promote consistent reliability practices. The standard comes as SiPh experiences rapid...
Tuesday 6 October 2026
TSMC expansion pushes Da Yi Cheng Technology's orders over NT$10 billion, visibility through 2028
Da Yi Cheng Technology (DYC) has rapidly expanded in recent years, benefiting from the global semiconductor capacity expansion wave, which has driven demand for second-phase electrical...
Tuesday 6 October 2026
Behind the US$4.2 trillion revenue gap in AI infrastructure
AI data center plans and computing demand are expanding far faster than physical infrastructure can be built, creating a widening gap between planned and actually deployed compute...
Tuesday 6 October 2026
HBM4 prices to nearly triple in 2027, memory makers see windfall margins spread
Memory supply and demand will tighten further in 2027. According to supply chain sources, South Korean memory makers have recently quoted aggressive long-term contract prices for sixth-generation...
Tuesday 6 October 2026
Chicony Power sees satellite, server orders surge in 4Q26
Chicony Power Technology reported self-calculated consolidated revenue of NT$2.413 billion (approx. US$75.91 million) in September 2026, down 2.3% month-over-month, as memory shortages...
Tuesday 6 October 2026
Nanya Technology, Winbond Electronics hit record highs for 10 consecutive months in September 2026
Taiwan memory suppliers Nanya Technology and Winbond Electronics have set new monthly revenue records for 11 and 10 consecutive months, respectively, as their September 2026 consolidated...
Tuesday 6 October 2026
LinkCom eyes 4Q26 rebound on smart meter, wireless charging demand
Magnetic components maker LinkCom Manufacturing posted September consolidated revenue of NT$44.18 million (approx. US$1.39 million), up 32.53% from a month earlier and down 10.24%...
Tuesday 6 October 2026
Marvell sees custom chips as a must for CSPs
Nvidia CEO Jensen Huang has said Marvell's optical technology could help make it the next trillion-dollar company, and Marvell took a step toward that goal on September 17 by expanding...
Monday 5 October 2026
Foxconn move smart long-term care pilot into real care settings
Foxconn and Shiangbao Longterm Care Group have advanced their smart long-term care collaboration into proof-of-concept trials at three care sites in Taiwan. The pilot, launched in...
Monday 5 October 2026
Amazon signs 20-year nuclear power deal with Constellation for AI demand
Amazon and Constellation Energy signed a 20-year power purchase agreement that will supply 690 MW from the Calvert Cliffs nuclear plant in Maryland. The deal was announced as AI and...
Monday 5 October 2026
Foxconn September revenue tops NT$1 trillion for first time on AI, ICT demand
Driven by strong momentum in AI and consumer electronics, Foxconn reported consolidated revenue of NT$1.158 trillion (US$36.7 billion) for September 2026, marking the first time its...
Monday 5 October 2026
Largan Precision sees steady smartphone lens demand as CPO fibre arrays near production
Largan Precision reported September consolidated revenue of NT$5.78 billion (US$181.99 million), up 15% from August but down 7% from a year earlier. Third-quarter revenue rose 15%...