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Monday 15 June 2026
AI power race lifts transformer demand, gives Fortune Electric pricing edge
AI-driven demand for power infrastructure is pushing up transformer demand, while long lead times at global giants such as Siemens, ABB, and GE are reshaping bargaining power across...
Monday 15 June 2026
Exclusive: Wiwynn sees no AI bubble for 4 years as capex surges
Wiwynn president William Lin says AI demand has exceeded expectations, with orders so strong that even rapid global expansion still feels too slow. The server maker is expanding capacity...
Monday 15 June 2026
LG Innotek's Vietnam substrate investment plan comes as FC-BGA demand broadens

LG Innotek plans to invest more than KRW1 trillion in a new semiconductor substrate plant in Haiphong, Vietnam, reflecting rising demand...

Monday 15 June 2026
Tsang Yow plans Malaysia plant as semiconductor demand shifts to Southeast Asia
Tsang Yow is preparing to broaden its manufacturing footprint in Malaysia, a move that could help global semiconductor supply chains become more regional, resilient, and tariff-proof...
Friday 12 June 2026
Shin-Etsu plans rare earth plant in Japan to counter China supply curbs

Shin-Etsu Chemical plans to build a new rare earth production facility in Fukui Prefecture, aiming to expand domestic smelting capacity...

Friday 12 June 2026
Accton says AI networking demand is rising as it expands capacity for optical products
AI server and cloud data center growth is boosting demand for high-speed switches and optical communications, with global supply chains feeling the strain. Taiwan networking equipment...
Friday 12 June 2026
Hanwha Qcells expands from US solar manufacturing into lunar testing, highlighting supply-chain and technology implications

Hanwha Qcells is moving its next-generation solar technology from terrestrial markets to a lunar test platform, while also bringing...

Friday 12 June 2026
Everlight sees weak 1H26 profits, with Thailand expansion and cost cuts central to 2H26 recovery
LED packaging maker Everlight Electronics said first-quarter 2026 earnings fell to NT$0.91 (US$0.03) per share from NT$1.32 a year earlier, reflecting a sharp increase in metal raw...
Friday 12 June 2026
Nextron says AI supply chain is in place as orders extend to 2027
Nextron said its AI data center supply chain has fully taken shape, with demand spanning servers, switches, and liquid-cooling units. The connector maker said visibility now extends...
Thursday 11 June 2026
Amkor Korea weighs KRW1 trillion Gwangju expansion amid reported TSMC order growth

Amkor Technology Korea is considering investing about KRW1 trillion (approx. US$650 million) to expand its chip packaging and testing...

Thursday 11 June 2026
Taiwan Mask sells Zhunan plant to Siliconware Precision Industries for NT$2.8 billion
Taiwan Mask (TMC), a Taiwanese photomask manufacturing process company, has approved the sale of its Plant 6 in Zhunan, Taiwan. The company said the move is primarily a strategic measure...
Wednesday 10 June 2026
Samsung weighs Gwangju packaging plant as power strains Seoul-area chip expansion

Samsung Electronics is considering building an advanced semiconductor packaging facility in the southwestern city of Gwangju, a move that...

Tuesday 9 June 2026
PCL Technologies targets CPO as Penang plant nears completion
Optical communications maker PCL Technologies is expanding into high-power laser packaging, with its new Malaysia plant on track to pass customer certification by the end of 2026....
Tuesday 9 June 2026
LG Innotek expands Vietnam substrate plant as AI servers strain RF-SiP supply
LG Innotek is expanding semiconductor substrate production in Vietnam as rising demand for server components reshapes capacity across the substrate industry, fueling expectations that...
Monday 8 June 2026
Microloops May revenue rises 54% as CSP cooling module shipments start
Cooling module maker Microloops reported May 2026 consolidated revenue of NT$330 million (approx. US$10.45 million), up 54.97% from a month earlier and down 10.76% from a year earlier...