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Monday 3 August 2026
AI infrastructure orders extend PCB expansion race
Global demand for AI infrastructure is rising, and as order visibility improves, the PCB supply chain has launched a marathon of factory expansion. Upstream copper-clad laminate (CCL)...
Monday 3 August 2026
Renesas plans to phase out Takasaki factory production and expand R&D focus

Renesas Electronics plans to gradually end production at its Takasaki factory in Japan over the next two to three years while strengthening...

Monday 3 August 2026
Merry Electronics cites costs and overseas ramp-up as 2026 profit risks
Merry Electronics said rising costs, foreign exchange swings and slower efficiency gains at new overseas plants were the main variables for profit growth in 2026. At a recent earnings...
Monday 3 August 2026
SK On posts record quarterly profit as South Korea battery makers recover
SK On, the South Korean battery maker, reported the second quarter of 2026 being its highest quarterly profit since its 2021 spinoff from SK Innovation. The company posted revenue...
Monday 3 August 2026
Taiwan manufacturing business climate improves in June, headlined by electronics sector
Taiwan's manufacturing climate improved in June 2026, with the electronics sector once again showing the clearest visibility, according to the Taiwan Institute of Economic Research...
Monday 3 August 2026
Intel EMIB yields hit target, MediaTek eyes 2028 ASIC ramp

MediaTek said at its latest earnings call that its second-generation data-center ASIC product remains on schedule for mass production...

Monday 3 August 2026
Dixon sees mobile, IT hardware, and component push lift export and margin outlook

Dixon Technologies said its push into displays, camera modules, SSDs, and telecom hardware could deepen domestic value addition, even...

Monday 3 August 2026
Samsung's GaN rumored setbacks threaten foundry launch, leaving it racing to close reliability gap
Samsung Electronics' gallium nitride (GaN) foundry effort has reportedly suffered another setback, with high-temperature reliability failures potentially pushing mass production into...
Monday 3 August 2026
Weekly news roundup: Intel revives DDR4, Samsung challenges TSMC at 2nm, Qualcomm raises chip prices
AI-driven chip shortages, rising memory costs and intensifying foundry competition dominated the technology sector, with Intel reviving DDR4 platforms, Qualcomm raising prices, Samsung...
Monday 3 August 2026
Samsung Electro-Mechanics deepens AI supply-chain bet with new contracts, eyes glass substrate production in 2027
Samsung Electro-Mechanics used its second-quarter earnings call to signal that its bet on AI infrastructure is paying off and about to get bigger, pointing to a run of long-term supply...
Monday 3 August 2026
Flexible PCB maker Flexium sees AI server shipments doubling after 2Q margin turns positive
Flexium Interconnect said its second-quarter operating loss narrowed from the previous quarter as new flexible printed circuit products entered mass production for a US customer's...
Monday 3 August 2026
AI server demand revives long-term MLCC supply agreements as shortages intensify
Surging demand for AI servers is tightening global capacity for high-end passive components, prompting customers to once again pursue long-term supply agreements (LTSAs) as they seek...
Sunday 2 August 2026
Xiaomi adds SkyNomad N90 and N70 with 370,000 deliveries still needed for 2026 target

Xiaomi has entered China's range-extended electric vehicle market with two large intelligent SUVs, expanding beyond battery-only models...

Saturday 1 August 2026
MediaTek eyes high-single-digit revenue growth, 20% ASIC share by 2027
MediaTek held an investor conference on July 31, 2026, with CEO Rick Tsai reiterating that ASIC revenue will reach US$2 billion in 2026. He also said the total addressable market for...
Saturday 1 August 2026
AUO commits US$721M to TGV, glass core and CPO expansion
AUO sold three factories within two days, with disposal gains expected to reach NT$17.7 billion (approx. US$548 million). Chairman Paul Peng said the proceeds would be reinvested in...