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Wednesday 14 October 2026

BOE struggles with glass breakage at US$9.4 billion OLED plant as it seeks Apple iPad orders

China's BOE has spent approximately six months trying to resolve recurring glass substrate breakage at its Gen 8.6 OLED plant in Chengdu, raising concerns about production stability as the display maker seeks approval to supply panels for Apple's iPads.

Wednesday 14 October 2026

Largan chairman casts doubt on Micro LED links for AI data centers

Largan Precision chairman En-ping Lin has questioned the viability of Micro LED-based optical links for AI data centers, citing concerns over power consumption, size, and transmission efficiency. Industry sources interviewed by DIGITIMES counter that while individual Micro LEDs transmit data more slowly than lasers, using hundreds of parallel channels could reduce overall system power consumption by simplifying the transmission architecture.

Wednesday 14 October 2026

PMIC vendors diverge as PC exposure drives revenue gap

Taiwanese power management IC (PMIC) vendors reported their September and third-quarter 2026 revenue, with results diverging as PC exposure widened the performance gap. Global Mixed-mode Technology and Leadtrend posted both quarter-over-quarter and year-over-year growth in the third quarter, while Anpec Electronics and uPI Semiconductor reported declines from the previous quarter, amid weak PC supply-chain demand.

Tuesday 13 October 2026

Taiwan panel makers enter semiconductor fight as structural challenges persist

Entering the fourth quarter of 2026, panel makers face pressure from rising component costs and weakening demand. However, price hikes and production cuts led by Chinese panel manufacturers are expected to prevent panel prices from falling further, while weak third-quarter revenue at AUO and Innolux highlights the need for Taiwanese manufacturers to accelerate their transformation.

Tuesday 13 October 2026

Nvidia and Cisco unveil new optics design to help scale AI factories

Nvidia and Cisco have introduced a new pluggable optics form factor to expand AI infrastructure without sharply increasing power use or network complexity. For global cloud operators, enterprises, and sovereign AI projects, the design could support denser, more efficient data center builds as demand for AI computing continues to rise.

Tuesday 13 October 2026

Global PC shipments plunge 20% in 3Q26

Global PC shipments, including desktops, notebooks, and workstations, fell more than 20% year-over-year in the third quarter of 2026 as inventory pressure and weak demand hit the market. The decline reflects how the AI infrastructure boom is squeezing component supplies for consumer electronics while driving up prices.

Monday 12 October 2026

Microsoft's Maia 300 rack: 96 accelerators, HBM4, mostly liquid-cooled

Microsoft has released architecture details for Maia 300, its third-generation Azure AI accelerator. The design pairs 96 accelerators per rack with a two-tier network that links up to 12,288 accelerators into a single superpod. The company says the system is built for cloud-scale agentic inference, and that it co-designed the software, silicon, rack infrastructure, networking, and data centers to run as one platform.

Monday 12 October 2026

South Korea's Nucode targets US drone identification market with Realtek-based module

South Korean wireless communications module maker Nucode has signed a memorandum of understanding (MOU) with US drone identification and airspace intelligence provider Zing Drone Solutions to develop and supply electronic component modules for ultra-small and small-scale solutions. Nucode's NU87 module, which uses a Realtek chip, is among the products submitted for evaluation.

Monday 12 October 2026

Cook makes first post-CEO visit to China, lauds Guangdong's role in Apple supply chain

Apple Executive Chairman Tim Cook made his first visit to China since stepping down as Apple CEO. He visited Guangdong Province, a manufacturing hub that contains much of the iPhone maker's supply chain ecosystem as it rolls out the iPhone 18 Pro series and its first foldable smartphones.

Monday 12 October 2026

AI doubles Aker differential oscillator mix; 312.5MHz sample set for 4Q26

Aker Technology said AI and electric vehicle demand are driving faster shipments, with automotive products accounting for 51.88% of sales in the first half of 2026. The quartz component maker also said its 312.5MHz product is scheduled to sample in the fourth quarter of 2026.

Monday 12 October 2026

Baso Optical eyes steady performance in 2027 with focus on high-margin AOI, semiconductor, aerospace applications

Baso Precision Optics held its latest online earnings call on October 7, during which the company acknowledged short-term pressures on its gross margin, due to ongoing adjustments to its product mix, resulting in higher upfront costs and initial production yields that could still see improvement. Looking ahead to 2027, the company expects generally stable revenue and gross margin, with potential for additional growth depending on the validation of new products or pilot production breakthroughs in the semiconductor and automated optical inspection (AOI) segments.

Monday 12 October 2026

Neweb Information lifts 2Q26 net profit 118% on IT upgrade demand

System integration provider Neweb Information, which is set to list on October 23, reported September 2026 revenue of NT$77.02 million (approx. US$2.41 million), up 33.48% year-over-year, as demand rose for enterprise core system replacements, network and cybersecurity upgrades, and AI infrastructure.

Monday 12 October 2026

ICT inflation impact limited as supply shock falls short

Prices for electronic components such as memory, advanced copper foil, glass fiber cloth, and ABF substrates have been rising for some time as makers pass on costs amid tight supply. For the US, even if Apple raises retail prices for its core products, the impact on the Consumer Price Index (CPI) is limited and the supply-side shock has been less severe than expected.

Friday 9 October 2026

MediaTek 3Q26 revenue beats forecast, maintains peak-season momentum

MediaTek reported its September and third-quarter 2026 revenue results, with September revenue of NT$55.40 billion (approx. US$1.74 billion), down 13.69% from the previous month and up 1.97% from a year earlier. Third-quarter revenue reached NT$168.06 billion, up 10.43% quarter over quarter and 18.27% year over year, beating the upper end of its revenue forecast by about 5.2% and allowing the company to deliver the performance typically expected during the traditional peak season.

Friday 9 October 2026

Ample revenue slips in September as passive component demand stays strong

Ample Electronic, a supplier of conductive paste materials for the passive components industry, reported September 2026 revenue of NT$304 million (approx. US$9.6 million), down 0.4% from August but up 76.3% from a year earlier. The company said strong demand for multilayer ceramic capacitors (MLCCs) and related parts continued to support results, while third-quarter 2026 revenue rose to NT$879 million, up 23.6% quarter-over-quarter and 82% year-over-year.

Thursday 8 October 2026

Acer Synergy Tech expands OT push, builds IT-OT integration

Acer subsidiary Acer Synergy Tech reported consolidated revenue of NT$265 million (approx. US$8.3 million) in September 2026, up 158% year-on-year and a monthly record. Third-quarter consolidated self-reported revenue reached NT$550 million, also a quarterly high, as rising semiconductor demand boosted orders for information technology (IT) and operational technology (OT) solutions.

Wednesday 7 October 2026

Apple Watch sensor demand and InP supply tightness lift TASC's 2H26 outlook

Taiwan-Asia Semiconductor Corporation (TASC) expects a stronger second half of 2026 as new Apple Watch demand lifts sensor orders. The company said weak consumer electronics demand has not materially affected its business, with smartwatch and earphone orders arriving faster than expected. More sensors per device and seasonal demand should lift fourth-quarter performance above the third, making the second half clearly stronger than the first.

Wednesday 7 October 2026

Seagate, Toshiba reportedly compete for TDK's HDD head unit, a key AI storage link

Seagate Technology and Toshiba are reportedly competing to acquire TDK's hard-disk-drive magnetic-head business, a deal that could reshape one of the most concentrated supply chains in AI data-center storage.

Wednesday 7 October 2026

Repon revenue slips in September as Vera Rubin, ASIC slide rail shipments ramp up

The AI server supply chain is poised for a stronger quarter as Nvidia's Vera Rubin and AWS's Trainium 3 gradually ramp up, with momentum expected to strengthen across the supply chain from ODMs to component suppliers.

Tuesday 6 October 2026

LG lands 5GW North American data center cooling deal

LG Electronics has signed a long-term agreement to supply chillers for data center projects totaling more than 5GW of capacity in the US and Canada, giving the South Korean company greater visibility into future demand as it expands its North American cooling business.

Tuesday 6 October 2026

ITRI sees hardware, AI, sensing drive quadruped robot rollout

As AI advances rapidly, the robotics industry is evolving from traditional automation equipment into a productivity tool for every industry, Taiwan's Industrial Technology Research Institute (ITRI) said. ITRI added that robots will gradually move into manufacturing, inspection, welding, warehousing, medical care, and even homes, and that hardware, AI, sensing, and virtual-physical integration will be key to turning robots from simply machines that can move into ones that can work.

Tuesday 6 October 2026

Drone share tops 10% as Calin Technology eyes LEO optics, auto growth

Optical lens maker Calin Technology is seeing its new business ventures bear fruit. Revenue from its drone camera module segment has surpassed 10% of total sales in 2026 and is targeting over 15%, making it the company's fastest-growing product line this year. Meanwhile, automotive lens revenue is projected to remain flat in 2026 before returning to growth in 2027, driven by a new design-in project with a US automaker.

Tuesday 6 October 2026

Jedec unveils new standard for silicon photonics reliability qualification and testing

Jedec released a new standard for silicon photonics (SiPh) testing and manufacturing controls to promote consistent reliability practices. The standard comes as SiPh experiences rapid growth due to its potential to replace copper interconnects amid AI infrastructure demand surges.

Tuesday 6 October 2026

Taiwan unveils new 5-year quantum tech program to speed adoption

The National Science and Technology Council (NSTC) has announced the details of its next five-year quantum research program as Taiwan prepares to wrap up its current NT$8 billion (US$252.14 million) National Quantum Team project by the end of 2026.

Tuesday 6 October 2026

Schneider Electric's deal to buy PTC is the next step in its software push

Schneider Electric has agreed to purchase software company PTC in a deal valuing its equity at around US$22.6 billion. The all-cash acquisition marks the French energy and tech company's latest move to expand into the software and AI market.

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