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NEWS TAGGED PASSIVE, PCB, OTHER IC COMPONENTS
Tuesday 10 March 2026
Zhen Ding posts slight 4% revenue drop in February amid strong AI demand
Major printed circuit board (PCB) manufacturer Zhen Ding Technology reported a slight 3.97% year-over-year decline in February 2026 revenue to NT$11.72 billion (US$367.45 million),...
Tuesday 10 March 2026
TSMC expansion triggers filter material shortage and price surge
As the global semiconductor manufacturing process advances below 2nm, wafer fabs are demanding increasingly stringent cleanroom environments. This has rapidly boosted demand for airborne...
Tuesday 10 March 2026
Exclusive interview: Ayar Labs CEO Mark Wade says mass production capability remains a challenge for silicon photonics
US silicon photonics (SiPh) company Ayar Labs recently completed its Series E funding round. In addition to numerous capital firms participating, Taiwanese companies MediaTek and Alchip...
Tuesday 10 March 2026
PCB drill bit maker Topoint sees tight supply of high-end coated drills, targets 55% sales share in 2026
PCB drill bit and drilling service provider Topoint reported that strong demand from PCB industry customers has kept supply of high-end coated drill bits tight. Although drill bit...
Monday 9 March 2026
DuPont spin-off Qnity invests US$61.5M to expand advanced chip material production in Taiwan
US semiconductor and electronic materials company Qnity Electronics announced a US$61.5 million investment in Taiwan by acquiring the N9 plant in Zhunan, Miaoli, from Ennostar, aiming...
Monday 9 March 2026
Tungsten prices surge nearly 6x amid China export controls and geopolitical tensions with Japan
Geopolitical strains between China and Japan have intensified following Japanese Prime Minister Sanae Takaichi's remarks on "Taiwan contingencies," impacting Japanese firms' access...
Monday 9 March 2026
LEO satellite boom pressures Taiwanese PCB suppliers as shipments ramp up
The global space communication industry is expanding as the commercialization of low Earth orbit (LEO) satellites accelerates, with upstream printed circuit board (PCB) suppliers like...
Thursday 5 March 2026
Analysis: AI PCB rivalry across four economies puts Taiwan under pressure
Rising geopolitical tensions and surging demand for AI applications are reshaping the global printed circuit board (PCB) industry. The Taiwan Printed Circuit Association (TPCA) notes...
Thursday 5 March 2026
Japanese-led price surge in inductors could reshape mid-to-high-end passive components market and shift share to Taiwanese suppliers
Global passive components suppliers are entering a new price-hike cycle in 2026 as Murata Manufacturing and TDK Corporation prepare steep increases for inductors, with reported single...
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
AblePrint Technology offsets forex losses with strong equipment shipments, maintains 2025 profit
AblePrint Technology (APT) reported a consolidated revenue of NT$2.302 billion (US$72.4 million) in 2025, up 27.91% year-over-year, driven by robust shipments of pneumatic and thermal...
Wednesday 4 March 2026
SmartSens raises CIS prices 10-20% for Samsung, Nexchip output on memory cost pressure

China-based CMOS image sensor (CIS) supplier SmartSens Technology has notified customers of price increases, stating that from March 1,...

Tuesday 3 March 2026
Yageo subsidiary Kemet hikes tantalum capacitor prices for third time as strong AI server demand continues
As artificial intelligence (AI) server applications consume large amounts of tantalum polymer capacitors, the supply-demand gap in the market continues to widen. Kemet, a subsidiary...
Tuesday 3 March 2026
AI server boom strains tantalum capacitors; MLCC substitution falls short
The global expansion of AI computing infrastructure is accelerating, but supply shortages across the component supply chain continue to widen. Alongside constrained supply of memory...
Tuesday 3 March 2026
Fulltech plans THB3.1 billion Thailand plant to support CCL southward shift
Taiwan-based Fulltech Fiber Glass (FFG) said it approved a capex plan via its Thailand subsidiary to build a new plant with about THB3.1 billion (approx. US$99 million) in investment,...