CONNECT WITH US
NEWS TAGGED MARKET
Monday 27 April 2026
The Co-Packaged Optics (CPO) Revolution: Capitalizing on the Paradigm Shift in AI Data Center Connectivity
The CPO market is projected to grow at a 142% CAGR from 2026 to 2030 (excl. ELS). As AI clusters scale and 3.2T data rates push copper to its limits, CPO is emerging as a key solut...
Monday 27 April 2026
Formosa 2 secures NT$58.9 billion refinancing, marking Taiwan's offshore wind maturity
Formosa 2 Wind Power (Formosa 2) held a refinancing ceremony on April 24, announcing the successful completion of a refinancing agreement totaling approximately NT$58.9 billion (approx...
Monday 27 April 2026
MediaTek ASIC revenue may overtake smartphone chips amid Google's TPU ramps
MediaTek's application-specific integrated circuit (ASIC) business is drawing market attention as volume production of Google's tensor processing units (TPUs) is expected to ramp from...
Monday 27 April 2026
SK hynix receives 2026 IEEE Corporate Innovation Award

SK hynix Inc. (or "the company", www.skhynix.com) announced today that it received the Corporate Innovation Award at the '2026 IEEE1 Honors Ceremony' held in New York...

Monday 27 April 2026
Everlight ramping up in optical communications, supported by automotive and invisible light
As global companies race to capture opportunities in AI optical communications and co-packaged optics (CPO), Taiwanese LED and optoelectronics firms are actively transforming and entering...
Monday 27 April 2026
S-Tech accelerates high-end materials shift, doubles titanium alloy share to target aerospace and US markets
S-Tech Corp's shift toward titanium alloys and entry into the US market could reshape global supply for the aerospace and defense sectors, reducing reliance on nickel-based products...
Monday 27 April 2026
Taiwan's growing AI and industrial demand reshapes corporate power strategies
As AI infrastructure and industrial electricity use rise, Taiwan's shifting power landscape has far-reaching global implications for supply reliability, corporate competitiveness,...
Monday 27 April 2026
Research insights: tendon-driven dexterous hands are key development factor as humanoids enter home market
While humanoid robots application remains a topic of debate, initial deployment is expected to be in structured environmental environments. However, there is large potential in the...
Monday 27 April 2026
Taiwan networking firms set for 11% Q2 growth as Wi-Fi 7 gains traction

Global Wi-Fi router shipments are increasingly driven by telecom operators' upgrade cycles and tender deployments rather than consumer...

Monday 27 April 2026
Innolux enters leading tier of advanced packaging with new RDL and TGV technology
Innolux is expanding into the advanced semiconductor packaging sector, leveraging display technology as its core platform to accelerate integration with semiconductor and IoT technologies...
Sunday 26 April 2026
AI data centers hit interconnect limits, boosting optical module demand

The surge in optical module stocks reflects a deeper shift in AI infrastructure: the bottleneck is no longer computing power alone, but...

Sunday 26 April 2026
JDI accelerates exit from LTPS, reshaping automotive display panel landscape
Japan Display Inc. (JDI) is accelerating its withdrawal from the low-temperature polycrystalline silicon panel market by selling its Tottori plant to Yahata Toei Real Estate, a deal...
Sunday 26 April 2026
Commentary: Sodium batteries reset EV cost structure and supply chain balance

For more than a decade, lithium-ion batteries have defined the global power battery market, concentrating technology, capital and supply...

Friday 24 April 2026
New Partner of the Year at HPE 2026 Partner Summit

NewPower Worldwide today announced it was recognized by Hewlett Packard Enterprise (HPE) at the HPE Operations Partner Summit 2026, receiving the Spares Supply Chain...

Friday 24 April 2026
Memory price surge reshapes global notebook competition in 2026
The global notebook market is undergoing a structural shift in competitive dynamics in 2026, moving from product specifications and pricing battles to group-level integrated capabilities...