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    Shortage beyond memory: CPU shortages worsen PC supply chain woes, Intel 18a yield becomes new hope
    5h 20min ago
    Foxconn's AI-driven US factory shifts from simulation to operation with new methodology
    5h 21min ago
    Chinese EV makers shift from Nvidia with Nio's in-house chips surpassing 550,000 units shipped
    5h 21min ago
    Tesla's AI5 chip uses SK Hynix LPDDR, Samsung to manufacture in 2027
    5h 21min ago
    Samsung's HBM4 yield improves, 4nm PMBIST upgrade receive praise from Nvidia
    5h 21min ago
    Analysis: ASML raised 2026 outlook amid surging EUV demand from SK Hynix and Samsung
    5h 21min ago
    NEWS TAGGED PASSIVE, PCB, OTHER IC COMPONENTS
    Thursday 16 April 2026
    Yageo posts 40% YoY profit rise in 1Q26, driven by AI demand, price hikes
    Passive component manufacturer Yageo held its first-quarter 2026 online earnings call on April 15, reporting strong financial results. Company CEO David Wang said that robust demand...
    Thursday 16 April 2026
    Taiwan analog IC firms show varied 1Q26 revenue; motor control and DDR5 PMIC drive growth
    Taiwanese analog IC companies have recently released their full revenue figures for the first quarter of 2026, revealing mixed performances. Firms with rapidly growing new businesses...
    Thursday 16 April 2026
    China tightens rules against foreign supply chain decoupling
    The Chinese government has introduced sweeping regulations that authorize investigations and penalties against foreign companies that decouple from China's supply chain. The new rules...
    Wednesday 15 April 2026
    Tong Hsing Electronic expects revenue acceleration as fiber optics drives expansion
    Tong Hsing Electronic, a Taiwanese semiconductor packaging and substrate manufacturer specializing in CMOS image sensors, said on Monday that optical communication modules have become...
    Wednesday 15 April 2026
    Samsung Electro-Mechanics to pour KRW1.8 trillion into Vietnam as ABF demand outstrips supply
    Samsung Electro-Mechanics (SEM) is reportedly planning to invest KRW1.8 trillion (US$1.22 billion) in Vietnam to expand ABF substrate production capacity. As AI drives a surge in demand...
    Wednesday 15 April 2026
    China Northern Rare Earth hikes 2Q26 rare earth ore prices over 44%, experts warn of demand destruction
    China Northern Rare Earth, the leading player in China's rare earth industry, has raised its rare earth ore (REO) prices for the second quarter of 2026 by more than 44%. Amid geopolitical...
    Wednesday 15 April 2026
    CCL price hikes to extend through 2026 with rising glass fiber and copper foil costs

    Surging demand for high-end PCBs driven by AI servers and switches is intensifying supply imbalances for upstream materials. Industry...

    Wednesday 15 April 2026
    Taiwan, Japan team up on advanced materials to power next-gen chips and clean energy
    Japan dominates the global market for semiconductor equipment and materials — a strategic chokepoint that its neighbors and partners have long sought to learn from, not just...
    Wednesday 15 April 2026
    Taiwan cooling suppliers post record March revenue as AI demand lifts liquid cooling

    Taiwan's leading thermal solution providers reported record revenue in March 2026, as AI-driven demand extended into general-purpose servers...

    Tuesday 14 April 2026
    Samsung Electro-Mechanics reportedly to expand AI packaging with MLCC embedded substrate line in Vietnam
    As AI chips demand higher performance and denser integration, advanced packaging and substrate technologies have become critical in the semiconductor race. Samsung Electro-Mechanics...
    Tuesday 14 April 2026
    Taiwan's auto suppliers pivot to AI and system integration in EV transition, says DIGITIMES Research

    The annual "360°MOBILITY Mega Shows," a major gathering for the auto parts and mobility industry, opens on the 14th, drawing heightened...

    Tuesday 14 April 2026
    Glass substrates move toward mass production as Intel, Samsung Electro-Mechanics step up efforts
    Glass substrates are entering a critical pre-mass production phase as demand for high-performance AI chips accelerates. As AI workloads require larger chip sizes and higher bandwidth,...
    Tuesday 14 April 2026
    Passive component demand splits in 2026; AI and autos hold firm

    The passive components sector is emerging from its inventory slump, with Yageo and Walsin Technology flagging a pickup in both commodity...

    Tuesday 14 April 2026
    King Yuan Electronics posts record 1Q26 revenue, raises capex to NT$50 billion
    Benefiting from continued demand driven by artificial intelligence (AI), high-performance computing (HPC), and application-specific integrated circuits (ASIC), semiconductor testing...
    Tuesday 14 April 2026
    Yaskawa Electric sees AI robot, chip demand boost profits

    Japan's Yaskawa Electric is pointing to a turning point in its earnings trajectory, with AI-driven robotics and semiconductor equipment...

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    TechForum0520
    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook