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    NEWS TAGGED PASSIVE, PCB, OTHER IC COMPONENTS
    Thursday 7 May 2026
    Darfon posts margin rebound as AI server MLCC demand lifts first-quarter results
    Darfon Electronics reported that its first-quarter 2026 profit and gross margin improved as consolidated revenue rose 9.9% year on year to NT$6.025 billion (US$192.11 million). The...
    Thursday 7 May 2026
    Supply chain walks pricing tightrope as AI demand lifts costs

    The rapid spread of generative AI applications and rising demand for computing power have pushed global data center construction into...

    Wednesday 6 May 2026
    VIS joins CoWoS chain with TSMC-backed Singapore interposer foundry
    Vanguard International Semiconductor (VIS) said on May 5 that it has secured support from TSMC for a new interposer foundry line at its 12-inch Singapore fab, alongside a broader push...
    Wednesday 6 May 2026
    GCS Holdings says InP export controls remain top supply risk despite capacity and sourcing moves
    Export controls on indium phosphide (InP) risk prolonging supply strains in the compound semiconductor market, GCS Holdings warned, affecting optical and RF component makers worldwide...
    Wednesday 6 May 2026
    GlobalWafers prepares inventory buffer as geopolitical factors push up gallium prices
    Semiconductor silicon wafer supplier GlobalWafers said during its May 5 earnings call that it is advancing its next-generation compound semiconductor strategy. In response to advanced...
    Tuesday 5 May 2026
    AMI capacity sold out through 2028 as CCL makers race for high-end tools

    The PCB industry is entering a new phase of transformation in the AI era, as rising demand for high-frequency and high-speed applications...

    Tuesday 5 May 2026
    As Nvidia goes to zero in China, Beijing races to fill the void
    Nvidia CEO Jensen Huang said the company's share of China's data-center computing market has dropped to zero. The admission underscores how US export controls are reshaping the country's...
    Tuesday 5 May 2026
    SEMICON SEA 2026: the trillion-dollar chip era is already here
    The global semiconductor industry is entering a "multi-trillion-dollar" growth cycle sooner than expected, SEMI President and CEO Ajit Manocha said, urging Southeast Asian countries...
    Tuesday 5 May 2026
    Machvision sales hit a record high on strengthening AOI demand
    Machvision reported consolidated revenue of about NT$343 million (US$10.84 million) for April 2026, up 1.4% from the previous month and 3.75% from a year earlier, marking another monthly...
    Tuesday 5 May 2026
    CHPT posts record April revenue on AI-driven HPC demand
    Semiconductor test interface provider Chunghwa Precision Test Tech (CHPT) said its revenue in April 2026 continued to set a new all-time monthly high, driven by rising demand for semiconductor...
    Tuesday 5 May 2026
    Intel's revival runs on politics and promises — but supply bottlenecks tell a different story
    Intel's share price has hit historic highs as the semiconductor industry draws significant investor attention. But is this hype justified? DIGITIMES analyst Luke Lin took a deep dive...
    Monday 4 May 2026
    Win Semiconductors: GaAs and InP supply still meets production demand
    Rising raw material prices have pushed up gallium arsenide (GaAs) substrate costs, squeezing a key material used in power amplifiers (PA). Win Semiconductors said that its scale gives...
    Monday 4 May 2026
    AI's 1.6T shift turns InP into optical supply chain bottleneck

    The transition from 800G to 1.6T optical modules is no longer an upgrade cycle — it is a physics-driven inflection point.

    Monday 4 May 2026
    Yageo's Pierre Chen says AI hardware boom is lifting passive component demand

    Yageo chairman Pierre Chen said the rise of AI applications is driving stronger demand not only for advanced semiconductors and memory,...

    Monday 4 May 2026
    BenQ Materials unit Cenefom enters memory supply chain with CMP brush wheels
    BenQ Materials is accelerating its expansion into semiconductor materials as its subsidiary Cenefom officially begins operations at its new Guangyuan plant. The facility's chemical...
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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
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook