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Thursday 16 April 2026
Rising component costs could shrink smartphone shipments by over 10% in 2026
Rising upstream component costs and higher new-phone prices are expected to slow global smartphone shipments in 2026, fueling stronger demand for used devices internationally and prompting...
Thursday 9 April 2026
AmTRAN's high-value product shipments boost 1Q26 revenue
AmTRAN reported stable shipments of high-value products, supported by a return to normal working days following the Lunar New Year and renewed customer demand. These factors have pushed...
Thursday 9 April 2026
Apple hit by Mac shipping delays as DRAM shortage intensifies
Apple's US online store is currently showing extreme shipping delays of 4-5 months for several upgraded RAM configurations of the Mac mini and Mac Studio, highlighting a severe supply...
Wednesday 25 March 2026
Middle East conflict threatens petrochemical and semiconductor supply chains
The widening Middle East conflict has disrupted shipping through the Strait of Hormuz and prompted Formosa Chemicals & Fibre Corporation to declare force majeure, threatening cuts...
Monday 23 March 2026
IEI Integration eyes strong 2026 growth as networking projects scale up
Industrial computer (IPC) maker IEI Integration held an investor briefing on March 18, during which IEI president Jordan Jiang stated that several projects the company has been developing...
Monday 23 March 2026
Netronix expects momentum from color e-readers, displays, and subsidiaries to carry into 2026
Netronix said it expects revenue and profits to continue to climb into 2026 after peaking in 2025, driven by e-book readers, digital advertising displays, and contributions from subsidiaries...
Thursday 19 March 2026
Hormuz blockade triggers domino effect across semiconductor supply chain
Iran's blockade of the Strait of Hormuz has escalated from a regional shipping disruption into a systemic threat to the global semiconductor industry. Initial market fears centered...
Tuesday 17 March 2026
As Middle East conflict further raises oil prices, air freight costs hit semiconductor supply chain
As the Middle East conflict enters its third week, global energy supply and sea-air logistics networks are facing major disruptions. Because semiconductor and electronics supply chains...
Sunday 15 March 2026
PCB supply chains feel the heat of Middle East
The Middle East conflict is scorching more than just the region. Disrupted shipping lanes and tightening energy supplies are driving up costs across the printed circuit board (PCB)...
Thursday 12 March 2026
Taiwan machinery industry sees limited impact from Middle East, freight costs in focus
Amid concerns that recent conflicts in the Middle East may impact industrial power supplies, Taiwan Association of Machinery (TAMI) chairman David Chuang noted that the machinery sector...
Thursday 12 March 2026
US-Iran clash seen as short-term shock as markets look toward possible de-escalation
The US-Iran military clash has raised concerns about oil supply disruptions and economic fallout. Still, hopes of a quick de-escalation have helped oil prices retreat and capital markets...
Thursday 12 March 2026
Coretronic monitor shipments show potential, two new production lines added in 1Q26
OLED applications are increasing penetration in IT products, and backlight module manufacturer Coretronic has been shipping OLED tablets and OLED notebooks for the past two years....
Wednesday 11 March 2026
NB ODMs see no clear early pull-in, 1Q26 shipments to decline double digits
Memory shortages and price increases continue to escalate. To avoid even higher prices, vendors are shipping products sooner rather than later. However, two major notebook ODMs, Quanta...
Tuesday 10 March 2026
Amtran expands beyond displays as networking products begin shipping
Amtran Technology reported consolidated revenue of NT$1.63 billion (approx. US$51.4 million) in February 2026, down 10.6% month-over-month but up 7% year-over-year. The company's cumulative...
Tuesday 10 March 2026
South Korea warns Middle East conflict could disrupt chip supply chain
South Korea has warned that the escalating conflict in the Middle East involving the US, Israel, and Iran could disrupt supplies of key semiconductor manufacturing materials, raising...