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NEWS TAGGED PASSIVE, PCB, OTHER IC COMPONENTS
Thursday 20 August 2026
Chinese SiC substrate maker SICC hits record Q2; 8-inch wafers top 50% of core revenue

SICC reported stronger first-half 2026 revenue and margins as its 8-inch silicon carbide substrate business gained scale, highlighting...

Thursday 20 August 2026
Asia Optical eyes Metalens, CPO, and AI cooling opportunities; digital camera shipments to surpass 4 million units
Asia Optical delivered strong second-quarter financial results while accelerating its strategic expansion across optical technologies. Key growth drivers include Metalens and Co-Packaged...
Thursday 20 August 2026
High-end PCB supply tightens as CCL expansions face delays
As AI applications demand faster data transmission from PCBs, M8 and higher-grade copper-clad laminate (CCL) materials are becoming increasingly mainstream in server boards. The shift...
Wednesday 19 August 2026
Manz Asia targets PLP demand with three lines and three sizes
Manz Asia is broadening its push into panel-level packaging (PLP) as interest in the technology continues to rise. General manager Robert Lin said the company has shipped more than...
Wednesday 19 August 2026
PLP splits roles as FOPLP focuses on cost and CoPoS courts AI chips
As AI chips move toward larger dies and higher integration, advanced packaging is shifting from 300mm wafers to square panel manufacturing. In panel-level packaging (PLP), FOPLP and...
Wednesday 19 August 2026
Taiwanese firms' China investment returns hit record high on AI boom

Driven by surging global demand for AI and high-performance computing (HPC), Taiwanese listed companies achieved record combined profits...

Wednesday 19 August 2026
Charts: Taiwan's materials suppliers split: wafer giants stall, substrate and lead-frame names run

The two largest silicon wafer companies are the sector's slowest growers on a cumulative basis. Everything running fast sits downstream...

Wednesday 19 August 2026
LG's raw material costs jump by over KRW1 trillion in 1H26, auto components hit hardest

Rising chip and copper prices are rapidly increasing cost pressure on LG Electronics.

Wednesday 19 August 2026
AI drives EISO high-end PCB orders as CCL shortages bite

Niche printed circuit board (PCB) maker EISO Enterprise said that 2026 industry demand has returned to post-pandemic highs as AI applications...

Wednesday 19 August 2026
Hanmi Semiconductor scales up bonding capacity with US$91.4 million plant buy amid AI packaging boom

Amid a global shortage of AI semiconductor equipment, Hanmi Semiconductor announced on August 18 that it will acquire a factory owned...

Tuesday 18 August 2026
Daxin Materials accelerates semiconductor push with 12 products in mass production
Daxin Materials is expanding its semiconductor footprint, with semiconductor materials accounting for nearly 23% of revenue in the second quarter of 2026. The company expects the segment...
Tuesday 18 August 2026
TSC sees semiconductor material prices rise up to 15% as petrochemical costs squeeze supply

Topco Scientific (TSC) said at its second-quarter 2026 earnings conference that rising upstream petrochemical costs are pushing up...

Tuesday 18 August 2026
AI drives power semiconductors into at least a two-year shortage
The cloud AI data center boom is not close to bursting, according to chip supply-chain players. They say that analog ICs, including power semiconductors, will stay tight for years...
Tuesday 18 August 2026
Eiso Enterprise's Guishan plant expansion doubles PCB capacity, eyes AI, aerospace, defense markets

Niche printed circuit board (PCB) manufacturer Eiso Enterprise has officially opened the second-phase expansion of its new plant in...

Tuesday 18 August 2026
AI server demand pushes high-end MLCC lead times toward 40 weeks
Multilayer ceramic capacitor (MLCC) supply is increasingly diverging by product specification, with mainstream components remaining relatively stable while lead times for some high-capacitance,...