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    US ban on Chinese optical modules could disrupt AI supply chain
    4h 10min ago
    Old LCD fabs are being repurposed as AI advanced packaging hubs
    4h 10min ago
    Exclusive: STATS ChipPAC plans broad price hikes in 2H26 as AI demand stays strong
    4h 10min ago
    Interview: Nvidia exec on progress of CPO production and pluggable optics
    4h 11min ago
    Eclusive: Wistron lands Oracle AI server order as it adds Lenovo and HPE
    4h 11min ago
    China auto exports shift from price wars to value wars
    4h 11min ago
    NEWS TAGGED GROWTH
    Monday 3 August 2026
    MA-tek sells Shanghai unit, expands AI market push in Japan and the US

    MA-tek announced on July 31, 2026, that it will sell 80% of its Shanghai subsidiary for about CNY1.9 billion (US$281.4 million), as...

    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
    Apple's supply squeeze raises costs, reshapes sourcing and could widen iPhone 18 price gap
    Apple's latest earnings showed robust demand, but a weaker outlook for the coming quarter pointed to a supply-driven squeeze with implications for prices, suppliers, and device launches...
    Monday 3 August 2026
    Taiwan auto market braces for second-half sales push as new models arrive
    Taiwan's auto market is entering its traditional second-half sales season with a wave of new models, but expectations for 2026 remain divided. Mainstream automakers are betting that...
    Monday 3 August 2026
    Apple says advanced-node capacity tightens amid 2nm race

    Apple reported its best-ever third-quarter results for fiscal 2026, but its guidance for the fourth quarter showed much slower growth...

    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
    Rising component costs, new Indian incentives, and export push shape Dixon's outlook
    Dixon Technologies said rising component prices pressured margins in the first quarter of fiscal 2027. Still, strong order inflows, a shift toward higher-value manufacturing, and new...
    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
    Liteon lifts 2026 capex after AI data center demand sends 2Q profit up 126%
    Liteon Technology posted record profit and margins for the second quarter of 2026, fueled by surging demand for AI data center power infrastructure. The company raised its full-year...
    Monday 3 August 2026
    C.C.P. Contact Probes teams with chipmaker on MEMS probes and test-cleaning sheets
    C.C.P. Contact Probes said it has expanded its presence in the AI sector through a joint development project with a major semiconductor company covering microelectromechanical systems...
    Monday 3 August 2026
    Realtek sees broad 2026 growth despite cost pressure and uneven demand
    Taiwanese IC design house Realtek said on July 29 that it expects all of its product lines to grow year-on-year in 2026, even as tight supply in memory, substrates, and mature-node...
    Sunday 2 August 2026
    Lawmakers debate wealth-sharing policies as AI-related gains push Taiwan toward K-shaped economy
    Taiwanese electronics companies listed on the stock exchange posted a combined 33.7% increase in pre-tax profits for 2025, outpacing the 12.86% growth for all listed companies, while...
    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
    Arcadyan targets satellite supply chain through smaller operators before pursuing top-tier customers

    Taiwan networking equipment maker Arcadyan Technology is accelerating its expansion beyond the residential broadband market.

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    BIZ FOCUS
    Jul 30, 08:00
    EDOM Accelerates Edge AI Deployment with NVIDIA Technologies
    Monday 1 June 2026
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Thursday 30 July 2026
    ACCM Introduces Celeritas SMC: A Production-Ready, Silicon-Matched Core for Advanced Packaging
    Wednesday 29 July 2026
    Arrow Drives System-Level Design, Turning Complexity into Competitive Advantage
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