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    Samsung reportedly speeds up 3D NAND, packaging and substrate plans
    9h 55min ago
    Doosan Electronic BG to build new CCL plant in Thailand
    9h 55min ago
    AI server ODMs face margin pressure as memory costs rise
    9h 55min ago
    AI inference demand tightens CPU supply, giving China’s homegrown chipmakers a chance
    9h 55min ago
    Middle East conflict drives helium shortages and price spikes across semiconductor supply chains
    9h 55min ago
    Samsung foundry sees rebound prospects on 4nm projects and HBM4
    9h 55min ago
    NEWS TAGGED HIGH-END
    Tuesday 12 May 2026
    From substrates to servers, Taiwan industry gains from the AI infrastructure surge
    April results across Taiwan's electronics hardware supply chain underscored how deeply artificial intelligence infrastructure is reshaping demand patterns — from advanced materials...
    Tuesday 12 May 2026
    Altos targets South Korean AI server market with software edge
    Altos Computing, Acer's AI server subsidiary, is targeting South Korea's relatively mature demand for high-end computing with flagship systems based on Nvidia Blackwell architecture...
    Tuesday 12 May 2026
    Apple, Qualcomm and MediaTek take different paths as TSMC capacity stays tight
    TSMC is facing fierce customer competition and supply shortages as demand surges for artificial intelligence and high-performance computing chips, forcing fabless chipmakers to consider...
    Tuesday 12 May 2026
    Powerlogic reports weaker first quarter as chip shortages hit gaming fan sales
    Powerlogic reported weaker first-quarter results after upstream shortages of chips, DRAM, and GPUs prioritized for AI applications squeezed supply to the broader gaming market, delaying...
    Monday 11 May 2026
    Trans-Sun Materials rides AI server wave with profit surge
    Trans-Sun Materials Technology posted broad-based gains in the first quarter of 2026, with consolidated revenue rising 28.66% year on year to NT$379 million (US$12.07 million) and...
    Monday 11 May 2026
    Lite-On posts 25% year-on-year revenue jump in April on AI power and BBU demand
    Lite-On Technology reported April consolidated revenue of NT$16.7 billion (US$530 million), up 1% from March and 25% from a year earlier, marking the company's highest monthly intake...
    Monday 11 May 2026
    GSEO reports strong growth as it expands into new markets
    Genius Electronic Optical (GSEO), the Taiwanese optical lens manufacturer known for supplying high-end smartphone camera components, reported strong revenue growth in April as the...
    Sunday 10 May 2026
    King Slide says AI compute demand is not a bubble and expects strong 2Q26 orders
    King Slide, a maker of server rails and high-end mechanical components, said on May 7 that AI compute demand is not a bubble and that orders were expected to remain strong in the second...
    Friday 8 May 2026
    Surging AI demand tightens supply of key PCB material

    Demand for high-performance printed circuit boards (PCBs) used in advanced semiconductors has surged in recent months, tightening supply...

    Thursday 7 May 2026
    WinWay April revenue hits second-highest on AI, HPC demand
    WinWay said April 2026 revenue fell nearly 20% from the previous month due to its customer mix and product profile, but still rose more than 50% from a year earlier as orders for AI...
    Thursday 7 May 2026
    Gemtek sees no end to high-end optical demand, 1.6T mass production set for 4Q26
    Network equipment maker Gemtek Technology, following the launch of its 800G linear-drive pluggable optics (LPO) optical module in 2025, announced on April 6 that it has successfully...
    Thursday 7 May 2026
    Sporton posts six-quarter high profit as FCC rule changes boost Taiwan testing demand
    Sporton posted consolidated revenue of NT$1.191 billion (US$37.98 million) in the first quarter of 2026, with a gross margin of 47% and net profit after tax of NT$302 million, up 4.3%...
    Tuesday 5 May 2026
    AMI capacity sold out through 2028 as CCL makers race for high-end tools

    The PCB industry is entering a new phase of transformation in the AI era, as rising demand for high-frequency and high-speed applications...

    Tuesday 5 May 2026
    Machvision sales hit a record high on strengthening AOI demand
    Machvision reported consolidated revenue of about NT$343 million (US$10.84 million) for April 2026, up 1.4% from the previous month and 3.75% from a year earlier, marking another monthly...
    Tuesday 5 May 2026
    Analysis: CoWoS crunch and MediaTek's hire raise a bigger question — can Intel deliver?
    The AI chip race is increasingly running into a different kind of limit — not compute, but packaging, as supply constraints around advanced technologies such as CoWoS begin to...
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    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook