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NEWS TAGGED PASSIVE, PCB, OTHER IC COMPONENTS
Sunday 15 March 2026
Zhen Ding sees AI products near 70% of revenue, sets NT$100 billion capex for 2 years
Printed circuit board (PCB) giant Zhen Ding Technology recently held an earnings call where company chairman Charles Shen noted that customer demand across artificial intelligence...
Saturday 14 March 2026
Wah Lee sees record revenue in 1H26 driven by AI server orders, CCL substrate growth
Semiconductor materials and equipment supplier Wah Lee Industrial reported record-high cumulative revenue for the first two months of 2026, fueled by strong demand for artificial intelligence...
Friday 13 March 2026
T1200 carbon fiber upgrade raises stakes in aerospace, robotics, and advanced manufacturing

Carbon fiber, known for high temperature resistance and corrosion resistance, is often described as "black gold," the "king of new materials,"...

Friday 13 March 2026
China claims T1200 carbon fiber mass production, opening doors to semiconductors and robotics
China's advanced materials sector has made new strides. China National Building Material Group (CNBM) unveiled a domestically developed T1200-grade ultra-high-strength carbon fiber...
Friday 13 March 2026
Taiwan PCB output reaches $43B in 2025, TPCA says
The Taiwan Printed Circuit Board Association (TPCA) held its annual member meeting, where chairman Lawrence Chang announced projections for the industry through 2026. The announcement...
Friday 13 March 2026
Flexium eyes 30% revenue from AI servers and smart glasses in 2026
After a challenging 2025, flexible printed circuit (FPC) giant Flexium Interconnect is optimistic about its revenue and profit outlook, driven by accelerated transformation in high-speed...
Thursday 12 March 2026
Semco seen supplying ABF substrates for Tesla AI chips via Samsung foundry
Samsung Electro-Mechanics (Semco) is expected to supply ABF substrates for Tesla's next-generation artificial intelligence chips that Samsung Electronics plans to manufacture at its...
Thursday 12 March 2026
Nvidia expands GPU market share as AIB shipments rise despite increased costs
Nvidia strengthened its dominance in the add-in-board (AIB) GPU market in the fourth quarter of 2025, capturing a record 94% market share even as overall shipments dipped amid rising...
Thursday 12 March 2026
AI demand tightens supply of high-end MLCCs; Nichidenbo sees limited US-Iran impact on tantalum capacitors
Managing director Yao-Kuo Yu of Nichidenbo, a passive component distributor, stated that the AI industry's growing demand for passive components continues to tighten supplies of high-end...
Wednesday 11 March 2026
Nvidia narrows CoWoP PCB partners to three amid advanced packaging crunch
Advanced packaging capacity is tightening, and Nvidia is quietly pushing its Chip-on-Wafer-on-PCB (CoWoP) technology forward. The company is working with PCB, semiconductor packaging,...
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...