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Wednesday 12 August 2026
Apple presses Samsung Display and LG Display for lower iPhone 18 OLED prices
Apple has asked Samsung Display and LG Display to sharply reduce OLED panel prices for the iPhone 18 as it works to offset rising production costs, according to South Korean media...
Wednesday 12 August 2026
Novatek sees 3Q26 growth resting on smartphone DDI and Edge AI demand

Novatek, a Taiwan-based display driver integrated circuit (DDI) supplier, said at its August 6 investor conference that second-quarter 2026...

Tuesday 11 August 2026
Walsin sees B/B ratio hit 1.8, 2026 capex at NT$4B

Chiao Yu-Heng, chairman of Walsin Technology, said the passive component market has improved sharply, with some parts even in short...

Tuesday 11 August 2026
Gemtek, CyberTAN see YoY growth turn positive in July
As supply chain turbulence is easing, network equipment makers are starting to report better revenues. Gemtek Technology and CyberTAN both saw year-over-year revenue growth turn positive...
Tuesday 11 August 2026
Global supply chains buckle as helium shortages and China's price edge hit Taiwan

Global supply chains are facing a fresh squeeze as helium shipments, electronic components, and industrial raw materials are hit by...

Tuesday 11 August 2026
YAGEO, Walsin post record July sales as AI demand lifts passive components
YAGEO and Walsin Technology reported strong July 2026 revenue as artificial intelligence demand continued to lift Taiwan's passive components sector. Both companies said orders from...
Tuesday 11 August 2026
Chip price increases are set to keep spreading into the second half of 2026
Global chip buyers from device makers to cloud companies are likely to face higher semiconductor costs for longer as supply-chain price increases continue to spread into the second...
Monday 10 August 2026
Ennostar keeps full-year profit target as memory price surge boosts RGB TV backlight demand

Ennostar Holdings is targeting a return to full-year profitability after stronger seasonal demand, asset-disposal gains, and a sharp...

Monday 10 August 2026
High production keeps TV panel prices falling in August

LCD TV panel prices fell across the board in July and have extended their decline in August as high utilization at makers' high-generation...

Sunday 9 August 2026
Greenfiltec posts first-half loss as activated carbon costs squeeze margins
Greenfiltec reported first-half 2026 consolidated revenue of NT$311 million, up 18.35% from a year earlier, but the Taiwan-based airborne molecular contamination (AMC) filter supplier...
Saturday 8 August 2026
Analysis: Memory makers hold US$38 billion that isn't theirs to keep

Suppliers locked supply and price floors through 2030. The collateral protecting them runs out first — and that is when procurement...

Saturday 8 August 2026
IT panel demand cools as August prices hold steady
IT panel demand weakened in the third quarter, with both monitors and notebook panels facing a demand correction after early restocking in the first half of the year. But with chip...
Friday 7 August 2026
South Korea welcomes Trump polysilicon rules as boost to non-China suppliers
US President Donald Trump's new import rules on polysilicon, ingots, wafers, and solar products could ripple through global clean energy and semiconductor markets, affecting pricing,...
Friday 7 August 2026
Chinese AI firms shift toward monetization as LLM providers reportedly signal price increases
Chinese large language model (LLM) developers are beginning to move away from aggressive price competition, with leading players reportedly introducing higher prices and new commercial...
Friday 7 August 2026
Exclusive: STATS ChipPAC readies broad packaging price hikes on AI-driven OSAT squeeze

AI chip demand is sustaining a global rise in semiconductor packaging and testing prices, with STATS ChipPAC preparing a broad round...