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Friday 7 August 2026
Iron Force Industrial posts weaker first half as it pushes AI server cooling parts
Iron Force Industrial reported first-half 2026 consolidated revenue of NT$2.441 billion, down 2.98% from a year earlier, as rising pressure on its automotive business weighed on results...
Friday 7 August 2026
US optical transceiver ban risks slowing AI data center build-out
A proposed US ban on new Chinese optical transceivers could disrupt the build-out of AI data centers before Western suppliers have enough capacity to replace Chinese production, raising...
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...

Friday 7 August 2026
Interview: Nvidia exec on progress of CPO production and pluggable optics
Nvidia Senior Vice President of Networking Gilad Shainer said the company is building the key network architecture and optical interconnect technologies needed for AI factory deployments...
Friday 7 August 2026
Nokia's NXP Arizona fab buy signals AI optical bottleneck shifting upstream

Nokia is moving deeper into semiconductor manufacturing by acquiring NXP's Chandler fabrication campus in Arizona, signaling that the...

Friday 7 August 2026
China's MLCC supply chain ramps up as AI boom drives global component shortage

China's multilayer ceramic capacitor (MLCC) supply chain is accelerating capacity expansion as surging demand from AI servers and automotive...

Friday 7 August 2026
Chinese equipment maker breaks into LG Display's OLED supply chain

A Chinese equipment maker has sold OLED production tools directly to LG Display for the first time, a small order that gives a Chinese...

Friday 7 August 2026
US sets price floors and tariffs on polysilicon, sharpening tech decoupling from China

US President Donald Trump said imports of polysilicon and related products threaten national security and ordered new trade measures...

Friday 7 August 2026
Commentary: Why playing it safe could cost Taiwan the next battery boom

From smartphones and smartwatches to emerging AI glasses, electric vehicles, autonomous driving systems, and the rapidly expanding...

Friday 7 August 2026
Analysis: Volkswagen-Gotion standoff highlights China's growing leverage in EV batteries
Unlike China's automakers—whose supply chains operate with the flexibility and rapid iteration more commonly associated with the consumer electronics and ICT industries—automakers...
Thursday 6 August 2026
Apple scrambles to secure DRAM as US$1 billion worth of iPhone 18 chips reportedly await packaging

Apple and its manufacturing partners are rushing to secure mobile DRAM ahead of the expected launch of the iPhone 18 lineup, as about...

Thursday 6 August 2026
Largan July 2026 revenue rises 11% as CPO samples progress

Largan announced on August 5 that July revenue reached NT$4.877 billion (US$150.8 million), up 31% month-over-month and 11% year-over-year...

Thursday 6 August 2026
Tesla taps Samsung Electro-Mechanics, LG Innotek for Cybercab camera modules, report says

Tesla has reportedly selected Samsung Electro-Mechanics and LG Innotek to supply camera modules for the Cybercab, a move that would give...

Thursday 6 August 2026
iBase Solution unit lands U.S. optical module cooling orders after July launch
Industrial computer maker iBase Solution said its new subsidiary, which began operations in July 2026, has already moved into production after completing qualification with US customers...
Thursday 6 August 2026
Exclusive: Musk pushes US solar supply chain upstream as polysilicon ambitions emerge
Elon Musk is accelerating plans to establish a fully integrated US solar manufacturing ecosystem through Tesla and SpaceX, with a combined long-term capacity target of 200 GW. His...