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Thursday 18 June 2026
AI data center boom drives Taiwan passive component makers to record sales
Demand in the passive components market is recovering significantly, lifting operating momentum at Taiwan's two leading suppliers, Yageo and Walsin Technology. Average book-to-bill...
Thursday 18 June 2026
AI chip boom strains probe card supply, Taiwan test interface maker weighs prepayment deals
MPI Corporation, a major probe card supplier, said AI demand is tightening supply across the probe card market and extending order visibility, with the company considering a prepayment...
Thursday 18 June 2026
Taiyo Yuden to boost AI server MLCC capacity, resists price hikes

Taiyo Yuden is preparing to accelerate production of multilayer ceramic capacitors, or MLCCs, as AI servers and hyperscale data centers...

Tuesday 16 June 2026
AT&S to invest up to EUR2 billion in Malaysia to expand AI substrate capacity
Austria's AT&S plans to invest up to EUR2 billion (approx. US$2.32 billion) to expand its Kulim plant and a previously unused building at the second site in Kulim, Malaysia, as...
Monday 15 June 2026
Wus Printed Circuit sees turnaround on high-end PCB demand

Wus Printed Circuit is pressing ahead with an AI-driven transformation, with its chairman and president outlining plans to move toward...

Friday 12 June 2026
Taiwan compute suppliers rise on booming AI demand, with several firms extending strong growth
Taiwan's semiconductor and electronics supply-chain companies continued to post generally firm sales in May, according to monthly revenue data and company disclosures, with the strongest...
Friday 12 June 2026
Powerlogic says AI server demand and rising memory costs hit May 2026 revenue
Powerlogic reported that a surge in demand for AI servers, a reallocation of supply-chain resources, higher memory prices, and delayed consumer upgrade cycles reduced short-term sales,...
Friday 12 June 2026
Lite-On posts May 2026 revenue jump as AI server power demand boosts sales
Lite-On Technology reported consolidated revenue of NT$17.4 billion (US$550 million) in May 2026, up 4% month-over-month and 30% year-over-year, driven by strong demand for AI and...
Thursday 11 June 2026
Nvidia takes PCB material competition upstream as HVLP4 copper foil gap widens
AI infrastructure demand is lifting high-end PCB orders, but fresh bottlenecks are emerging in the upstream copper-clad laminate (CCL) supply chain. T-glass glass fiber cloth remains...
Thursday 11 June 2026
AI servers squeeze high-end MLCC supply, sending Taiwan firms toward China alternatives
AI servers and high-voltage electric vehicles (EVs) are tightening the global supply of high-end multilayer ceramic capacitors (MLCCs), prompting some Taiwan supply chain players to...
Thursday 11 June 2026
Taiwan optical suppliers target drones, robots as smart-camera demand grows
Taiwan's optical suppliers are entering the smart-camera market along two main paths: some are pushing deeper into system integration and software, while others are concentrating on...
Wednesday 10 June 2026
Advanced semiconductor demand fuels Liying's fluorine recycling expansion
As demand for AI chips continued to surge, utilization rates at advanced semiconductor process lines kept climbing, making the circular-economy treatment of waste hydrofluoric acid...
Wednesday 10 June 2026
Chang Wah says semiconductor inventory correction has ended, sees 2026 sales growth
Chang Wah Technology has declared that the global semiconductor inventory correction has ended, with demand recovering in industrial control, networking, and AI data center power management...
Wednesday 10 June 2026
AI shift to inference opens new supply-chain opportunities for InWin and Y.S. Tech
As AI moves from large-model training to inference, more applications and business models are emerging across the supply chain. InWin is expanding from components into system assembly,...
Wednesday 10 June 2026
HVLP4 copper foil battle heats up as Nvidia courts Co-Tech
Co-Tech said on June 8, 2026, that Nvidia has directly approached it to discuss long-term capacity planning for high-end HVLP4 copper foil, as AI GPU and ASIC demand accelerates and...