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Tuesday 6 October 2026
ADATA posts record 3Q revenue as memory prices rise
ADATA Technology reported record consolidated revenue of NT$53.03 billion(NT$53.03 billion)in the third quarter of 2026, topping NT$50 billion for the period as tighter memory supply...
Tuesday 6 October 2026
LG lands 5GW North American data center cooling deal
LG Electronics has signed a long-term agreement to supply chillers for data center projects totaling more than 5GW of capacity in the US and Canada, giving the South Korean company...
Tuesday 6 October 2026
AMD to expand Taiwan supply chain investment as AI demand drives capacity needs
AMD CEO Lisa Su said the company plans to further increase investment in Taiwan's semiconductor supply chain as demand for CPUs, GPUs, and AI computing continues to outpace available...
Tuesday 6 October 2026
Chinese LCD panel makers tighten supply to lift prices — Taiwan suppliers eye order shifts
Chinese panel makers moved to cut production during the National Day holiday after issuing their first price increase notices in September, combining pricing signals with supply controls...
Tuesday 6 October 2026
China's 15th five-year plan elevates PCB role in AI supply chains
China's Ministry of Industry and Information Technology and the National Development and Reform Commission have released the 15th Five-Year Plan for the development of the electronic...
Tuesday 6 October 2026
Samsung secures customer backing for US$5B substrate expansion
Samsung Electro-Mechanics is investing KRW6.78 trillion (approx. US$5 billion) to expand FCBGA capacity in South Korea and Vietnam. The projects are backed by customer funding and...
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...