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NEWS TAGGED HIGH-END
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...
Saturday 24 January 2026
China advances T1000 carbon fiber supply chain for semiconductor materials
As the global semiconductor industry pushes forward with advanced processes, heterogeneous integration, and cutting-edge packaging, competition now extends beyond process nodes to...
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
Qisda's US$101 million investment in Eastech signals push into high-value acoustic industry
Taiwan's Qisda Corporation has announced a strategic investment of approximately NT$3.2 billion (US$101 million) to acquire a 35% stake in Eastech Holdings, a leading global manufacturer...
Friday 23 January 2026
Fiberglass crunch spurs supply scramble as CCL makers ban order changes

As AI chip package sizes continue to grow, warpage issues in IC substrates have become more pronounced. Capacity constraints for low-CTE...

Thursday 22 January 2026
Commentary: post-CES global expansion strategies for Chinese brands like TCL and Lenovo
CES 2026 made it clear that Chinese brands are entering the global consumer electronics industry through concrete operating results. Its leaders are no longer stopping at exposure...
Wednesday 21 January 2026
Research Insight: High-end fiberglass cloth supply tightens as server demand spotlights Nittobo

As next-generation AI server platforms enter volume deployment, supply chain constraints are extending beyond high-bandwidth memory (HBM)...

Wednesday 21 January 2026
Memory shortage impacts Chinese smartphone supply; mid-to-low-end models and SoCs face challenges in 2026
Due to memory shortages and price hikes, Chinese smartphone brands are expected to reduce their 2026 inventory by at least 10%, mainly affecting cost-sensitive mid-to-low-end models...
Tuesday 20 January 2026
Foxconn deepened its manufacturing presence in China with new joint venture
Foxconn has established a joint venture, Henan Hongchuang Technology, in Zhengzhou, China, to enhance its manufacturing capabilities and supply chain resilience, with production set...
Tuesday 20 January 2026
Eternal Precision secures position in AI with glass substrate, panel-level packaging equipment
Eternal Precision Mechanics (EPM), a subsidiary of Eternal Materials, made its official market debut on January 16, listing shares at an underwriting price of NT$125 (approx. US$3....
Tuesday 20 January 2026
BTL sees strong AI server orders, visibility extends to 2Q26
Cloud service providers (CSPs) are significantly increasing capital expenditures, continuously investing in high-end AI servers and deploying cloud AI computing projects. This surge...
Monday 19 January 2026
Apple leads global smartphone market, Huawei tops China in 2025
Despite supply-chain pressure and memory shortages, the global smartphone market remained resilient in 2025, supported by strong demand for high-end models, foldable devices, and early...
Monday 19 January 2026
Taiwan PCB industry gearing up for record investment driven by AI cloud computing
Taiwan's printed circuit board (PCB) industry is entering a new growth cycle fueled by a surge in cloud artificial intelligence (AI) computing orders. Manufacturers are ramping up...
Monday 19 January 2026
Persistent shortages of advanced glass fiber cloud the AI chip outlook

Demand for AI chips is expected to remain strong in 2026, keeping the spotlight firmly on persistent shortages of high-end glass fiber...