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NEWS TAGGED HIGH-END
Thursday 8 January 2026
Largan likely to address CPO developments at January 8 conference call
Largan Technology, a leading supplier of optical lenses, will hold its investor conference on January 8, drawing significant market interest following its December 2025 consolidated...
Wednesday 7 January 2026
Zhen Ding Tech ramps 10 plants as 2026 capex tops US$1.6bn
Looking ahead to 2026, PCB industry leader Zhen Ding Tech. (ZDT) said demand remains solid across high-end applications such as AI servers, optical communications, and IC substrates,...
Wednesday 7 January 2026
CES 2026: MediaTek jumps early into Wi-Fi 8, kicking off the next wireless standards race
At CES 2026, MediaTek unveiled its next-generation Wi-Fi 8 chipset platform, the Filogic 8000 series, moving ahead of rivals by declaring its position early in the next wireless standards...
Wednesday 7 January 2026
Taiwan's Fulltech moves to capture the high-margin glass fiber market due to shortages
As demand for high-end applications such as artificial intelligence and 5G communications continues to build into 2026, concerns are mounting over persistent shortages of glass fiber...
Tuesday 6 January 2026
Chinese chipmakers confront yield challenges despite localization push
China is speeding up efforts to localize its semiconductor supply chain to overcome US restrictions on high-end technology exports. Supply chain sources acknowledge that while Chinese...
Friday 2 January 2026
IC substrates and networking PCBs grow; materials and equipment face shortages
The PCB industry is making large upgrades. The largest beneficiaries of the AI boom are IC substrate makers that are part of the advanced chip packaging supply chain, such as Unimicron...
Wednesday 31 December 2025
BOE 8.6G AMOLED production line in Chengdu to begin production early
BOE announced on December 30 that its first 8.6G AMOLED production line in Chengdu, China, has begun early production, five months ahead of the original schedule, shifting from construction...
Tuesday 30 December 2025
ARTERY Tech eyes drones, high-end MCUs before 2026 IPO

Taiwan-based microcontroller supplier ARTERY Technology is sharpening its focus on edge artificial intelligence and drone-related applications...

Tuesday 30 December 2025
Commentary: Why China chose multi-accelerator strategy in AI chip development
Facing US restrictions on high-end computing products, China is restructuring its AI chip industry by advancing GPU, TPU, and NPU technologies simultaneously. Domestic firms struggle...
Friday 26 December 2025
Honey Hope Honesty expects growing demand for high-end MLCCs driven by AI infrastructure in 2025 and 2026
Electronic component distributor Honey Hope Honesty anticipates significant growth in sales of high-end multilayer ceramic capacitors (MLCCs) fueled by rising demand from AI servers...
Monday 22 December 2025
Eternal Precision Mechanics commands 95% share of ABF vacuum press market

Eternal Precision Mechanics, a subsidiary of LCY Technology (Eternal Materials), has quietly become one of the most dominant players...

Thursday 18 December 2025
Advanced packaging drives ABF substrate expansion as Taiwanese companies exit post-pandemic capacity cuts
As more AI GPU, CPU, and ASIC customers ramp up their market push, advanced packaging capacity continues to face tight supply. This has prompted upstream IC packaging substrate makers...
Wednesday 17 December 2025
China's AI chip war: Domestic GPUs challenge Nvidia H200 dominance

Nvidia's H200 GPU is set to reshape China's high-end AI computing market, driving a surge of activity among domestic chipmakers. Chinese GPU and...

Wednesday 17 December 2025
Nvidia H200 volatility disrupts China's SOE compute strategy
China's AI computing sector is facing acute short-term planning turmoil, spurred by the potential re-entry of Nvidia's H200 GPU. This market volatility directly impacts numerous state-owned...
Friday 12 December 2025
Taiwan firms tighten hold on AI-server PCB drilling supply chain
Explosive AI infrastructure investment is driving a broad upgrade across the PCB value chain, pulling high-end AI server and materials demand sharply higher. PCB layer counts and...