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    Commentary: From Davos to Shanghai, three signals behind Jensen Huang's China trip
    6h 34min ago
    Commentary: With ChatGPT saying yes to ads, why is Google still pondering?
    6h 34min ago
    Amazon: AI applications are already pervasive in 2026
    6h 34min ago
    Taiwan secures tariff cut to 15% under Section 232, boosting auto parts exports to the US
    6h 34min ago
    Samsung and LG launch RGB Mini LED TVs to counter Chinese market expansion
    6h 34min ago
    Memory shortage drives notebook early shipments, fueling strong 1Q25
    6h 34min ago
    NEWS TAGGED PASSIVE, PCB, OTHER IC COMPONENTS
    Monday 26 January 2026
    TAISIC Materials shifts focus to high-end SiC substrates
    Facing intense price competition from Chinese manufacturers in the silicon carbide (SiC) substrate market, Kenmec Mechanical Engineering's subsidiary TAISIC Materials is pursuing a...
    Monday 26 January 2026
    Jabil names longtime director Steve Raymund chair
    Jabil said on January 22, 2026, that longtime director Steve Raymund has been appointed chairman of its board, while Thomas T. Edman and Raejeanne Skillern have joined as new direc...
    Monday 26 January 2026
    LG Display pushes into glass interposers as Korean panel makers seek growth
    LG Display is moving from research toward execution in the emerging glass interposer market, working with domestic glass-processing partners to apply its display manufacturing experience...
    Monday 26 January 2026
    Commentary: China's RISC-V progress from C-Sky to T-Head
    Alibaba is rumored to be evaluating a plan to spin off T-Head Semiconductor for a potential listing. T-Head may still appear to be a young company, but to the semiconductor industry,...
    Saturday 24 January 2026
    Energy limits AI growth; geopolitical stakes in rare earths, new packaging innovations reshape global supply chains
    The Global Electronics Association's latest "2026 Electronics Industry Trend Forecast" highlights critical challenges and shifts that will impact the sector over the next few years...
    Saturday 24 January 2026
    LinkCom magnetic component price pressure eases; wireless charging module prices rise by 20%
    The Taiwanese passive components industry continued to experience a wave of price increases. Magnetic component manufacturer LinkCom pointed out that since magnetic components primarily...
    Friday 23 January 2026
    Resistor price surge spreads as Walsin Technology hikes pricing
    Price increases for resistors are spreading across the passive components industry. After reported hikes by Taiwan-based market leader Yageo and supplier Formosan Rubber, Walsin Technology...
    Friday 23 January 2026
    ASML leads chip equipment charge into advanced packaging
    Global semiconductor equipment suppliers are accelerating their push into advanced packaging. They are positioning back-end processes as a new growth engine as artificial intelligence...
    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
    Tripod Technology targets over NT$5B in 2026 capex for Vietnam, China expansion

    PCB maker Tripod Technology said full-year 2025 revenue reached a record high, and it expects stable momentum heading into 2026 despite...

    Thursday 22 January 2026
    Taiwan PCB direct shipments to the US remain limited
    The US has lowered the tariff rate on Taiwan to 15%, and it will not be stacked with the most-favored-nation (MFN) tariff rate. This places Taiwan on the same baseline as Japan, South...
    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
    AI demand boosts Unimicron and Nan Ya PCB profits in December 2025
    The IC substrate industry is accelerating its recovery into a new bull cycle, driven by steady growth in AI-related application demand. At the same time, price increases are gradually...
    Wednesday 21 January 2026
    Thailand emerges as ASEAN PCB hub with Zhen Ding Tech's US$2.1B investment
    Thailand's Board of Investment (BOI) recently approved a major investment plan led by Zhen Ding Tech (ZDT), the world's largest printed circuit board (PCB) manufacturer, in partnership...
    Tuesday 20 January 2026
    AI server watch: AI servers lift Taiwan supply chain broadly in 2025, gains center on ODM/EMS, cooling, optical
    Taiwan's AI server supply chain delivered broad-based growth in 2025, fueled by surging generative AI and cloud data center spending, but the biggest gains clustered around two areas:...
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    NTN special report
    BIZ FOCUS
    Jan 6, 16:39
    MSI Unveils Full Lineup of AI Products at CES 2026
    Tuesday 6 January 2026
    SK hynix Showcases Next Generation AI Memory Innovation at CES 2026
    Tuesday 6 January 2026
    Mobilint Brings Award-Winning Edge AI Hardware to the Global Stage at CES 2026
    Tuesday 6 January 2026
    Skyted's Sound Bubble at CES 2026
    Special Report
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook