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Monday 20 July 2026
Compeq acquires Guanyin site for NT$2.09 billion to expand optical and space data center PCB capacity
HDI PCB maker Compeq Manufacturing has approved the acquisition of a new manufacturing site in Taoyuan's Guanyin Industrial Park for approximately NT$2.09 billion (US$64.5 million),...
Monday 20 July 2026
AI boom pushes PCB, passive component lead times into a new normal

The global wave of AI data center construction continues to accelerate, driving structural growth across the PCB and passive component...

Friday 17 July 2026
Capacity reservations and inventory buildup reshape component makers' 3Q26 outlook amid persistent shortages
Global investment in AI infrastructure continues to accelerate, yet component shortages across the supply chain have not eased as previously expected. Instead, tightening availability...
Thursday 16 July 2026
AI hardware boom lifts Taiwan's rail and CCL suppliers; optical module tells messier story
Taiwan's technology supply chain delivered another month of strong year-over-year revenue growth in June 2026, led by suppliers tied directly to AI server infrastructure, even as the...
Thursday 16 July 2026
Cadence launches agentic AI platform for PCB and package design
Cadence has launched the AuraStack AI Super Agent on Allegro AI Studio, positioning it as the world's first agentic AI platform for printed circuit board (PCB) and advanced packaging...
Tuesday 14 July 2026
Taiwan AI suppliers ride global demand as substrate, and CCL markets tighten
Taiwan's AI hardware supply chain remained strong in June, as substrate and CCL makers posted sharp annual gains driven by demand for AI servers, ASICs, and high-performance computing...
Tuesday 14 July 2026
C Sun sees advanced packaging and PCB demand driving 2026 revenue
C Sun said its 2026 revenue growth will be led by advanced packaging and advanced printed circuit board equipment as AI infrastructure spending continues to support industrial investment...
Tuesday 14 July 2026
Tripod posts record second-quarter revenue as 2026 capex plan tops NT$10 billion
Tripod Technology said its business stayed strong in the first half of 2026, helping second-quarter revenue hit a new quarterly high. June sales still topped NT$8 billion (approx....
Sunday 12 July 2026
Taiwan PCB leaders launch fundraising wave for AI data centers

Taiwan's PCB industry is entering a new expansion cycle as investment in AI data centers and other emerging applications accelerates...

Friday 10 July 2026
PCB midplane snags cast doubt on Nvidia's Kyber rack timeline

Nvidia has denied reports that its next-generation Kyber AI rack system could be delayed to 2028, saying its product roadmap remains...

Thursday 9 July 2026
Aurona sees strong PCB demand as AI and high-end chip trends lift sales

Aurona Industries said demand for its PCB process materials remains strong, with order intake rising year over year, and high-end products...

Tuesday 7 July 2026
Zhen Ding 2H26 outlook brightens on server and optical demand

PCB maker Zhen Ding said June revenue climbed to a fresh 2026 high, extending strong year-over-year growth as demand for AI-related...

Monday 6 July 2026
Kingboard raises CCL prices again as AI demand tightens PCB material supply
Rising demand for AI servers and high-performance computing (HPC) continues to drive price increases across the upstream PCB materials supply chain.
Saturday 4 July 2026
Machvision's June revenue hits another record due to AI demand
Machvision posted another record monthly revenue in June 2026, as surging demand for AI servers, high-performance computing (HPC), and advanced packaging continued to lift orders for...
Thursday 2 July 2026
Apple PCB suppliers press ahead with iPhone 18 buildup despite memory price shock

Despite rising concerns over memory price hikes, Apple's PCB supply chain has seen little change to the company's 2026 order pull-in...