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Tuesday 11 August 2026
Air freight tightens in Asia as tariff-driven ocean demand fades

Entering the third quarter, the air freight market has split along regional lines, with Taiwan, South Korea, Malaysia, Thailand and...

Tuesday 11 August 2026
Samsung set to double BOE TV panel orders as Korean TV makers reshuffle suppliers

Samsung Electronics is expected to double its purchases of TV LCD panels from BOE in 2026 while cutting orders from CSOT, as Samsung...

Tuesday 11 August 2026
Taiwan optical firms diverge in CPO push as Corning looms large

Co-packaged optics (CPO) remains a key focus in the AI era. Beyond advanced packaging and testing, compound semiconductors, and other...

Tuesday 11 August 2026
UMT sees LEO demand rebound, targets 20%+ satellite revenue growth in 2H26
Demand for low-Earth orbit (LEO) satellite communications continues to expand, supporting growth at satellite communications component supplier Universal Microwave Technology (UMT)...
Tuesday 11 August 2026
Radiant braces for Apple delays as auto, AI PC lift growth
Apple's new product shipments are likely to be delayed, with supply chain sources saying a model originally slated for shipment in the fourth quarter of 2026 may slip to the first...
Monday 10 August 2026
Samsung HBM4 yield nears 80% as production race with SK Hynix heats up

Samsung Electronics has reportedly pushed the production yield of its sixth-generation high-bandwidth memory (HBM4) close to 80%, marking...

Monday 10 August 2026
Apple tests CXMT memory chips as shortage, price pressures persist

Apple has tested DRAM from China's ChangXin Memory Technologies in iPhone and MacBook products as AI-driven memory shortages and rising...

Monday 10 August 2026
Winbond sees tighter memory supply and bigger expansion payoff ahead
Winbond Electronics said rising prices and stronger shipments lifted its operating margin to 48.4% in the second quarter of 2026, and it expects the third-quarter margin to top 50%,...
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...

Monday 10 August 2026
LinkCom sees order visibility into early 2027 as delayed client pull-ins weigh on sales
LinkCom Manufacturing said its July revenue fell from a year earlier because tight supplies of memory, passive components, and other key parts pushed up prices and prompted some networking...
Monday 10 August 2026
Ability Enterprise July revenue hits decade high on stronger optical module shipments
Ability Enterprise posted July revenue of NT$1.159 billion, up 10.5% from June and 64% from a year earlier, reaching its highest monthly level since December 2016. The Taiwanese optics...
Sunday 9 August 2026
Genius Electronic Optical revenue rose 39% in July as lens demand entered peak season
Genius Electronic Optical (GSEO) reported July 2026 consolidated revenue of NT$2.422 billion on August 7, up 39.28% from NT$1.739 billion in June and 1.63% from NT$2.384 billion a...
Saturday 8 August 2026
Quanta posts second-highest monthly revenue as notebook shipments plunge 38%
Quanta Computer posted its second-highest monthly revenue on record in July, as strong AI server demand sustained growth even as notebook shipments fell nearly 38% from June.
Saturday 8 August 2026
Compeq says satellite and data center orders will drive second-half growth
Compeq Manufacturing said on August 6 that satellite and data center demand helped lift second-quarter performance, with revenue reaching a record for the period and management expecting...
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...