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Monday 30 March 2026
China's semiconductor capacity share to reach 32% by 2030
The global semiconductor industry is undergoing a structural transformation. SEMI estimates that in 2025, capital expenditures (CapEx) by the four largest US cloud service providers...
Monday 30 March 2026
AI optical boom forces FICG into overdrive expansion
Demand for optical communication modules driven by artificial intelligence is exceeding supply, prompting FIC Global (FICG) to accelerate capacity expansion in Malaysia and China,...
Monday 30 March 2026
Advantech urges industry restructuring as physical AI faces vertical integration limits
Advantech vice president Magic Pao warned at AI EXPO 2026 that edge AI's imminent rapid exponential growth will reshape enterprise computing and safety worldwide. While cloud generative...
Monday 30 March 2026
Tai-Tech flags AI, auto demand as inductor price hikes loom
Taiwan-based inductor maker Tai-Tech Advanced Electronics said artificial intelligence and automotive electronics will drive growth in 2026, as rising raw material costs are setting...
Monday 30 March 2026
Aten International's AI rack push and consumer pivot set to reshape revenue mix and margins
Aten International reported revenue gains early in the year on the back of AI data-center demand and outlined plans to expand rack offerings and enter consumer electronics —...
Monday 30 March 2026
Thermoplastic composites see growing applications in EVs and humanoid robots
Thermoplastic composites have emerged as key materials in manufacturing worldwide, as production trends toward lightweighting and automation. With competition in the field now intensifying,...
Monday 30 March 2026
Senao International eyes AI and used phone demand to drive 2026 growth
Senao International's cautious 2026 outlook, outlined at a March 27 investor briefing, signals global repercussions for device makers as inflation, chip shortages, and high smartphone...
Monday 30 March 2026
AI compute shifts to inference, reshaping data center bottlenecks

The focus of artificial intelligence computing is set to shift from training to inference beyond 2025, a transition that will also redefine...

Monday 30 March 2026
Huawei sees 60% surge in Taiwan earphone sales, targets wearables expansion
Huawei Technologies unveiled its 2026 wearable product lineup at a launch event in Taiwan on the March 27. Yong Hai, general manager of Xunwei Technology, the exclusive distributor...
Monday 30 March 2026
China foundry SMIC moves to capture growth beyond AI-led supply squeeze

SMIC on March 26 outlined an action plan to strengthen core operations and identify new growth drivers in 2026, targeting revenue growth...

Sunday 29 March 2026
Taiwan lead frame supplier pushes China expansion alongside management overhaul
Chang Wah Technology (CWTC) approved a plan to build a new factory in Weihai, Shandong. It confirmed leadership changes as it presses on with overseas expansion to boost production...
Sunday 29 March 2026
Semicon China 2026: AI spending nears US$800 billion, IBS flags 2028 chip cycle risk

SEMICON China 2026 spotlighted the scale of the AI investment boom, with Handel Jones, CEO of International Business Strategies (IBS),...

Friday 27 March 2026
Taiwan's ALi bets on custom chips for 2026 turnaround
At a series of year-end gatherings in Hsinchu and Taipei this week, Star Fusion and its affiliated companies outlined their business outlook for 2026, pointing to a shift toward higher-value...
Friday 27 March 2026
Data Image eyes 1H26 growth, with drone and unmanned vehicle displays ramping up in 4Q26
Specialized display maker Data Image is eyeing year-on-year revenue growth in the first half of 2026, with results expected from several product lines. In addition, the company has...
Friday 27 March 2026
DRAM ASPs surged up to 80% QoQ in 1Q26, fueling US$1 trillion chip boom and supply squeeze, says Omdia analyst

The global semiconductor industry is set to surpass the US$1 trillion revenue mark in 2026, driven by accelerating artificial intelligence...