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    Commentary: How FCC ban proposal is affecting China’s optical module makers
    Aug 5, 18:36
    Exclusive: Musk builds a US solar supply chain that may extend to polysilicon
    Aug 5, 18:36
    Potenial curbs on Chinese data center optical modules creates opportunities for non-red supply chains
    Aug 5, 18:35
    TSMC expands CoW outsourcing to OSATs, benefiting South Korean equipment makers
    Aug 5, 18:35
    Offshore wind projects face bidding failures as supply chain warns of a market gap
    Aug 5, 18:35
    China's overcapacity curb and US's potential tariffs double squeeze polysilicon supply chain
    Aug 5, 18:33
    NEWS TAGGED SHIPMENTS
    Thursday 6 August 2026
    Tung Yang July revenue rises 23% on stronger AM and OEM demand
    Auto parts maker Tung Yang reported July consolidated revenue of NT$2.036 billion, up 23% from a year earlier and a record for the same month. The Taiwanese supplier said cumulative...
    Thursday 6 August 2026
    Memory shortages squeeze smartphone shipments, leaving Chinese brands to sell the AI upgrade

    The global smartphone market is approaching an unusual turning point in the second half of 2026. Artificial intelligence has become...

    Thursday 6 August 2026
    DRAM price surge lifts Samsung and Micron as SK Hynix loses share
    Samsung Electronics and Micron Technology are benefiting more strongly from rising conventional DRAM and NAND prices than SK Hynix, whose focus on high-bandwidth memory (HBM) has slowed...
    Wednesday 5 August 2026
    Foldable smartphone shipments are set to rise 20% as Apple enters the market
    Global foldable smartphone shipments are expected to increase 20% in 2026 from 2025, according to industry players cited in the source, even as the broader handset market faces tighter...
    Wednesday 5 August 2026
    Airoha optical comms revenue doubles as broadband lands CSPs
    Airoha sees faster growth ahead as AI infrastructure, optical networking, and wireless edge products expand across global supply chains. The chip designer said its 2026 product mix...
    Wednesday 5 August 2026
    Memory crunch deepens PC slump as Apple, Nvidia emerge as rare bright spots
    After a brief recovery in 2025, the PC supply chain had hoped the market would return to sustained growth. Instead, AI server demand has squeezed memory production capacity, driving...
    Wednesday 5 August 2026
    Vanguard International Semiconductor lifts 2Q26 profit on AI server chip demand
    Vanguard International Semiconductor (VIS) reported stronger second-quarter 2026 results on higher demand for AI server power management ICs, customer restocking and higher average...
    Wednesday 5 August 2026
    Smartphone makers brace for lower volumes, higher prices, and deeper market split
    Apple, Qualcomm, and MediaTek delivered similar warnings last week: the global smartphone market is entering a more expensive, more polarized phase. For users, this means fewer affordable...
    Wednesday 5 August 2026
    Apple's India breakthrough highlights a market betting on premium over volume
    Apple's India business crossing US$10 billion in annual sales for the first time is less a story about smartphone growth than about where growth is still possible in a market that,...
    Wednesday 5 August 2026
    Wistron sees AI demand widening as Taiwan ODMs gain pricing power

    AI demand is giving Taiwan's contract manufacturers a rare opening, and Wistron expects the opportunity to broaden in the second half...

    Wednesday 5 August 2026
    Aurona lifts ABF and CCL shipments, eyes capacity expansion in 3Q26

    Aurona said shipments of ABF substrate pads and CCL-related packaging materials both rose, extending its growth momentum in the second...

    Tuesday 4 August 2026
    RichWave says Wi-Fi 7 momentum stays strong in 2H26

    RichWave Technology said at a recent earnings call that Wi-Fi 7 adoption continues to rise rapidly, with strong demand from telecom...

    Tuesday 4 August 2026
    Delta's move into HVDC signals a shift in AI data-center power
    Delta Electronics is moving from planning to early shipments in high-voltage direct current (HVDC) systems as rising power demand from Nvidia's next-generation AI platforms pushes...
    Monday 3 August 2026
    Coretronic's OLED and auto-display gains point to steadier growth as NB weakens
    Coretronic said its OLED monitor business is gaining traction as new production lines ramp up, while car displays continue to expand. The company expects full-year OLED monitor shipments...
    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...
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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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