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Monday 26 January 2026
iPhone 17 high-end model demand exceeds expectations as Taiwanese carriers struggle to meet supply
The iPhone 17 series has been on the market for over a quarter, yet Taiwan's telecom channels still face significant shortages of high-end models. A check on local carrier websites...
Monday 26 January 2026
The ASIC server wars begin as Nvidia squeezes the margins
ASIC servers are emerging as the most closely watched segment of the server supply chain heading into 2026. Nvidia remains the dominant force in AI servers and continues to ship the...
Sunday 25 January 2026
Fan motor demand drives growth for Taiwan analog chip makers
As 2026 begins, demand for fan motors remains strong. On top of continued cooling needs driven by cloud servers, new fan upgrade and increased usage requirements are emerging across...
Saturday 24 January 2026
Energy limits AI growth; geopolitical stakes in rare earths, new packaging innovations reshape global supply chains
The Global Electronics Association's latest "2026 Electronics Industry Trend Forecast" highlights critical challenges and shifts that will impact the sector over the next few years...
Saturday 24 January 2026
European automakers face US-China squeeze as South America emerges as key buffer
European car manufacturers are confronting a complex geopolitical and economic dilemma that threatens their global competitiveness. Increasing tariffs and unpredictable policies in...
Friday 23 January 2026
AcBel's 1MW HVDC launch signals a strategic shift toward AI data centers as a core growth engine
Kinpo Group's subsidiary AcBel Polytech officially launched a 1MW high-voltage direct current (HVDC) power system solution designed specifically for AI data centers during the group's...
Friday 23 January 2026
Pan-International pivots to humanoids with Magnax acquisition
Pan-International has outlined a significant strategic pivot following its joint acquisition with Foxconn Technology Group of Belgian axial flux motor manufacturer Magnax, indicating...
Friday 23 January 2026
Foxconn Industrial Internet accelerates AI-driven transformation to reshape global manufacturing platform
Foxconn Industrial Internet (FII), a subsidiary of Foxconn (Hon Hai Precision), outlined ambitious plans to reposition itself as a key manufacturing platform within the global artificial...
Friday 23 January 2026
Taiwan-US tariff agreement expected to boost machine tool industry's global growth and reshape market dynamics
Taiwan and the US have reached an agreement on a reciprocal 15% tariff for machine tools, eliminating stacked tariffs, a move anticipated to invigorate the sector in early 2026 after...
Friday 23 January 2026
AI and automotive growth drive rising demand for quartz frequency components
The market for high-end quartz frequency control components is experiencing increased demand as AI infrastructure expands and automotive technologies advance. Growth in 2026 is expected...
Friday 23 January 2026
Lite-On Technology launches public bid for U-Media to boost AI and 5G expansion
Lite-On Technology's board has approved a public cash tender offer at NT$54 (US$1.71) per share to acquire common shares of U-Media. The minimum acquisition target is 20% of U-Media's...
Friday 23 January 2026
Compal eyes explosive AI server growth in 2026 after revenue dip
Compal Electronics is anticipating a significant surge in AI server shipments beginning in 2026, following a projected revenue decline in 2025, according to chairman Ray Chen at the...
Friday 23 January 2026
Universal Microwave forecasts strong growth in LEO satellite orders, revenue set to surge 150% in 2026
Universal Microwave Technology has revealed significant revenue growth prospects, driven by low-earth orbit (LEO) satellite orders exceeding NT$1.8 billion (US$57 million), with deliveries...
Friday 23 January 2026
Anthropic's funding round oversubscribed as revenue projection surges despite margin squeeze
AI startup Anthropic has secured enthusiastic investor participation in its latest financing round, Bloomberg reported, citing insiders. Originally targeting US$10 billion,...
Friday 23 January 2026
Rayzher restructures to boost global expansion and innovation in high-tech gas supply
Rayzher Industrial, a leader in high-tech gas supply systems, approved organizational restructuring and senior management changes at its board meeting on January 22. The company established...