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Friday 6 March 2026
Cheng Mei Materials launches semiconductor films with 1Q26 shipments
Cheng Mei Materials' pivot to semiconductor materials could reshape Taiwan's advanced packaging supply chain, as the company begins shipments and commits new capital to scale production...
Friday 6 March 2026
South Korean OLED materials firm Lordin plans India expansion amid Chinese competition
South Korean OLED materials developer Lordin plans to seek a technology-special listing in the first half of 2027, with a US$25 million fundraising round targeted for completion in...
Thursday 5 March 2026
Beyond EMS: Lens Technology ships PCIe 5.0 enterprise SSDs, moves into AI data center storage

Lens Technology said SSDs assembled for enterprise NVMe storage supplier DERA have entered mass shipment at its facility in the Xiangtan...

Thursday 5 March 2026
Glass fiber shortage hits IC substrates, MGC follows Resonac with 30% CCL price hike

Demand from Nvidia and Apple has intensified shortages of high-end glass fiber cloth used in IC substrates, driving broad price increases...

Wednesday 4 March 2026
Taiwan eyes advanced packaging as panel makers' transformation edge
Facing price competition pressure from China, Taiwan's display panel industry is encountering growing operational challenges. However, the surge in AI chip demand for advanced packaging...
Tuesday 3 March 2026
TSMC to lead SiPh equipment and materials localization in Taiwan
Taiwan President Ching-te Lai stated on March 2 that one of the government's core policy goals for 2026 is to boost the economy by fully promoting the country's AI major infrastructure...
Monday 2 March 2026
Daxin Materials eyes 30% revenue growth in key raw materials by 2026
Daxin Materials achieved strong gains in semiconductor materials in 2025, expanding its product lineup to 12 items. The company plans to introduce three to five new products in 2026,...
Sunday 1 March 2026
BenQ Materials to regain momentum as medical business anticipates double-digit growth
Affected by a downturn in its display materials business and the appreciation of the New Taiwan dollar against the US dollar, BenQ Materials fell into losses in 2025. Its medical business,...
Friday 27 February 2026
From equipment to talent, Japan moves to anchor India's chip expansion
Japan is planting its flag in India's semiconductor sector — and doing so fast. The market is projected to reach US$110 billion by 2030, and Japanese firms are racing to claim...
Tuesday 24 February 2026
Chart: Small specialists outrun giants in Taiwan's semiconductor materials market

Following the February 10th disclosure deadline for Taiwan-listed companies, the January 2026 revenue reports for the semiconductor materials sector...

Monday 23 February 2026
Can Polymatech anchor India's compound semiconductor supply chain?
Looking beyond advanced logic nodes, compound semiconductors have emerged as a strategic priority for applications ranging from power electronics and RF to optoelectronics.
Saturday 21 February 2026
Glass fiber shortage intensifies capacity battle, pushing prices higher and reshaping PCB supply chains
The ongoing global shortage of glass fiber, a critical upstream material for PCBs, has escalated competition among major end customers and is driving a structural reallocation of capacity...
Wednesday 18 February 2026
AI factory boom in Taiwan fuels construction and land plays
As the "Nvidia effect" continues to gain momentum, companies such as Taiwan-based construction materials supplier Goldsun Building Materials are benefiting from the ongoing expansion...
Friday 13 February 2026
Quanta boosts Thailand investment to expand AI server capacity
Quanta Cloud Technology (QCT) said it will invest THB1.098 billion (approx. US$35.34 million) in electromechanical engineering and materials for its Thailand facility, reinforcing...
Friday 13 February 2026
E-glass capacity cuts trigger production shifts for Taiwan CCL makers
The global AI data center boom is straining not only high-end computing chips but also adjacent industries such as memory and upstream glass fiber cloth, where significant capacity...