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NEWS TAGGED PASSIVE, PCB, OTHER IC COMPONENTS
Thursday 20 November 2025
IC substrate shortage to persist in 2026, AI and memory customers sign long-term contracts
Taiwan's IC substrate makers anticipate a 10-20% supply gap of T-Glass material in 2026, prompting AI and memory customers to pursue long-term contracts to ensure capacity and stabilize...
Wednesday 19 November 2025
Ofuna Technology sees rising PCB and IC substrate demand amid AI growth, plans capacity expansion
Ofuna Technology, a provider of PCB laser drilling equipment and processing services, reported a surge in demand driven by the AI industry wave during an investor briefing on November...
Wednesday 19 November 2025
Gold Circuit Electronics approves NT$8.5 billion for factory rebuild and Thailand expansion
Gold Circuit Electronics (GCE), a major manufacturer of networking and server printed circuit boards (PCBs), announced the approval of two capex projects totaling NT$8.5 billion (approx...
Wednesday 19 November 2025
Power chip startups drive vertical power delivery trend
Silicon Valley venture firm Playground recently showcased seven semiconductor startups at a media event in Taiwan. Beyond the well-known Ayar Labs, d-Matrix, and NextSilicon, two...
Wednesday 19 November 2025
Nan Pao Resins bets on semiconductor adhesives as next major growth engine
Taiwan's Nan Pao Resins Chemical expects semiconductor adhesives to become a major growth driver and has elevated the segment to a top strategic priority. This shift follows the establishment...
Wednesday 19 November 2025
Taiwan suppliers will determine silicon photonics breakout
Silicon Valley venture firm Playground recently held a media event in Taiwan featuring a fireside chat with Ayar Labs, a silicon photonics startup backed by leading chipmakers including...
Tuesday 18 November 2025
Panjit acquires Torex Vietnam to boost global packaging and testing capacity
Panjit International has approved the use of US$10.03 million of internal funds to acquire a 95% stake in Torex Vietnam Semiconductor (Torex Vietnam), a subsidiary of Torex Semiconductor,...
Tuesday 18 November 2025
Panjit's MOSFET becomes top 3Q25 revenue contributor
Power semiconductor integrated device manufacturer (IDM) Panjit International has announced its consolidated financial results for the third quarter of 2025. Although quarterly revenue...
Tuesday 18 November 2025
Samsung's glass substrate samples fall short of requirements
Samsung Electronics has been in active discussions with Samsung Electro-Mechanics (Semco), Japan's Ibiden, and Shinko Electric Industries regarding collaboration on semiconductor...
Tuesday 18 November 2025
Dynamic Holding plans major expansion to tap AI demand in networking and server markets
Dynamic Holding, a leading producer of automotive printed circuit boards (PCBs), is gearing up for a surge in artificial intelligence (AI) computing demand from application-specific...
Monday 17 November 2025
Kinsus Interconnect races to expand AI server capacity amid surge in orders
Kinsus Interconnect Technology is rushing to implement emergency expansion plans as AI server orders surge, according to Pegatron chairman TH Tung.
Monday 17 November 2025
Silver spike triggers second wave of price hikes across Taiwan's passive-component supply chain
Since the Trump administration's return to the White House, precious-metal prices have become increasingly volatile. Taiwan's passive-component makers are now facing rising material...
Monday 17 November 2025
ZDT and Compeq gain on strong iPhone 17 sales, eye AI server growth in 2026
Taiwanese PCB makers Zhen Ding Technology (ZDT) and Compeq Manufacturing posted solid third-quarter 2025 results, lifted by stronger-than-expected sales from Apple's iPhone 17 lineup...
Sunday 16 November 2025
Semco eyes big tech deals in the glass substrate boom
Samsung Electro-Mechanics (Semco) is reportedly in supply talks with several Big Tech companies, two years after moving into glass substrates. Seen as a next-generation breakthrough...
Saturday 15 November 2025
Yageo secures two deals to boost power component portfolio
Known as one of Taiwan's most aggressive dealmakers, Yageo chairman Pierre Chen, has secured two major acquisitions in rapid succession. This strengthens the company's push to build...