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Friday 23 January 2026
Compal chair predicts memory shortage, price surge to last until 2027
A global shortage of memory chips and rising prices are creating challenges in the electronics supply chain. Ray Chen, chairman of leading original design manufacturer (ODM) Compal...
Friday 23 January 2026
Resistor price surge spreads as Walsin Technology hikes pricing
Price increases for resistors are spreading across the passive components industry. After reported hikes by Taiwan-based market leader Yageo and supplier Formosan Rubber, Walsin Technology...
Friday 23 January 2026
AI and automotive growth drive rising demand for quartz frequency components
The market for high-end quartz frequency control components is experiencing increased demand as AI infrastructure expands and automotive technologies advance. Growth in 2026 is expected...
Friday 23 January 2026
Lite-On Technology launches public bid for U-Media to boost AI and 5G expansion
Lite-On Technology's board has approved a public cash tender offer at NT$54 (US$1.71) per share to acquire common shares of U-Media. The minimum acquisition target is 20% of U-Media's...
Friday 23 January 2026
Alibaba's T-Head Semiconductor reportedly eyes IPO amid China chip boom
Alibaba is reportedly planning to spin off its chip unit, T-Head Semiconductor, and pursue an initial public offering (IPO) to capitalize on the current surge in Chinese chipmaker...
Friday 23 January 2026
BOE production issues with iPhone OLED create opening for South Korean suppliers
China's major panel maker BOE continues to struggle with OLED production for Apple's iPhones, with the problem unresolved since late 2025. During this period, Samsung Display (SDC)...
Friday 23 January 2026
China and Vietnam remain key manufacturing hubs even as US tariffs reshape Taiwanese investment
Despite the impact of US tariffs under President Donald Trump, Taiwanese companies continue to view China and Vietnam as vital manufacturing and investment destinations due to their...
Friday 23 January 2026
Taiwan-based Delta Electronics redefines value as power becomes AI development lifeline
At the World Economic Forum, Nvidia CEO Jensen Huang highlighted energy and power systems as the backbone of AI infrastructure. This perspective has shifted market attention to companies...
Friday 23 January 2026
Tesla's BEV moat erodes as Europe's legacy depth meets China's digital speed
In 2025, Tesla's EV market share declined as Volkswagen's BEV sales surged in Europe, while Xiaomi aggressively expanded in China, challenging Tesla's position in that market. Tesla's...
Friday 23 January 2026
Samsung foundry ramps up utilization as Tesla orders near
Samsung Electronics' foundry division is expected to increase factory utilization to the 60%–70% range this year as the company focuses on improving profitability ahead of large-scale...
Friday 23 January 2026
Rayzher restructures to boost global expansion and innovation in high-tech gas supply
Rayzher Industrial, a leader in high-tech gas supply systems, approved organizational restructuring and senior management changes at its board meeting on January 22. The company established...
Friday 23 January 2026
EU's fuel-car ban reversal leaves Euro automakers scrambling against Chinese rivals
The EU's potential reversal of the 2035 ban on new gasoline and diesel vehicles is forcing European automakers to reconsider engine R&D. However, stringent emissions rules and...
Friday 23 January 2026
TSMC and Samsung reduce 8-inch wafer capacity, but oversupply still remains
TSMC chairman C.C. Wei confirmed adjustments in 8-inch and mature process capacities to improve efficiency, with Samsung also cutting 8-inch output. Despite these reductions and price...
Friday 23 January 2026
Taiwanese firms remain cautious as AI bubble debate persists
At Davos 2026, Microsoft CEO Satya Nadella cautioned that the rise of artificial intelligence (AI) could lead to a bubble if its advantages are limited primarily to technology companies...
Friday 23 January 2026
Pan-International and Foxconn's EUR32 million investment signals shift toward robotics and advanced motor systems
Pan-International Industrial has decisively moved into the humanoid robotics and high-performance motor market through a joint EUR32 million (US$37.24 million) investment with Foxconn...