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Wednesday 19 November 2025

Ofuna Technology sees rising PCB and IC substrate demand amid AI growth, plans capacity expansion

Ofuna Technology, a provider of PCB laser drilling equipment and processing services, reported a surge in demand driven by the AI industry wave during an investor briefing on November 17, 2025. President Sun Yi-Min disclosed that the utilization rate of its subcontracted laser drilling business reached full capacity as of the fourth quarter of 2025, which the company anticipates will set a peak for 2025 operations and begin reducing losses recorded in the first three quarters.

Wednesday 19 November 2025

Gold Circuit Electronics approves NT$8.5 billion for factory rebuild and Thailand expansion

Gold Circuit Electronics (GCE), a major manufacturer of networking and server printed circuit boards (PCBs), announced the approval of two capex projects totaling NT$8.5 billion (approx. US$270 million). The investments include rebuilding an old factory in Taoyuan acquired from CMC Magnetics and expanding its plant in Thailand.

Wednesday 19 November 2025

Power chip startups drive vertical power delivery trend

Silicon Valley venture firm Playground recently showcased seven semiconductor startups at a media event in Taiwan. Beyond the well-known Ayar Labs, d-Matrix, and NextSilicon, two HPC power component startups—PowerLattice and Vertical Semiconductor—stood out.

Wednesday 19 November 2025

Nan Pao Resins bets on semiconductor adhesives as next major growth engine

Taiwan's Nan Pao Resins Chemical expects semiconductor adhesives to become a major growth driver and has elevated the segment to a top strategic priority. This shift follows the establishment of a new joint venture in August 2025 with Advanced Echem Materials (AEMC) and Trusval Technology, aimed at expanding into advanced adhesive materials for semiconductor packaging.

Wednesday 19 November 2025

Taiwan suppliers will determine silicon photonics breakout

Silicon Valley venture firm Playground recently held a media event in Taiwan featuring a fireside chat with Ayar Labs, a silicon photonics startup backed by leading chipmakers including Nvidia and AMD. Founder and CEO Mark Wade and former Intel CEO Pat Gelsinger discussed the future of silicon photonics.

Tuesday 18 November 2025

Panjit acquires Torex Vietnam to boost global packaging and testing capacity

Panjit International has approved the use of US$10.03 million of internal funds to acquire a 95% stake in Torex Vietnam Semiconductor (Torex Vietnam), a subsidiary of Torex Semiconductor, on November 17. The acquisition aims to expand product lines and introduce automotive-grade power semiconductor packaging and testing production lines, further strengthening Panjit's presence in the artificial intelligence (AI), automotive, power supply, and green energy sectors.

Tuesday 18 November 2025

Panjit's MOSFET becomes top 3Q25 revenue contributor

Power semiconductor integrated device manufacturer (IDM) Panjit International has announced its consolidated financial results for the third quarter of 2025. Although quarterly revenue declined slightly, the company's profitability improved due to product mix optimization, specifically increased contributions from automotive electronics and MOSFET product lines.

Tuesday 18 November 2025

Samsung's glass substrate samples fall short of requirements

Samsung Electronics has been in active discussions with Samsung Electro-Mechanics (Semco), Japan's Ibiden, and Shinko Electric Industries regarding collaboration on semiconductor glass substrates. However, reports indicate that they have not yet advanced to formal sample evaluation because of Samsung's assessment of the technology and market potential of glass substrates.

Tuesday 18 November 2025

Dynamic Holding plans major expansion to tap AI demand in networking and server markets

Dynamic Holding, a leading producer of automotive printed circuit boards (PCBs), is gearing up for a surge in artificial intelligence (AI) computing demand from application-specific integrated circuit (ASIC) customers anticipated in the second half of 2026. The company projects that AI-related revenues will exceed 20% of total sales for the first time, with contributions from both GPU and ASIC sectors balancing equally.

Monday 17 November 2025

Kinsus Interconnect races to expand AI server capacity amid surge in orders

Kinsus Interconnect Technology is rushing to implement emergency expansion plans as AI server orders surge, according to Pegatron chairman TH Tung.

Monday 17 November 2025

Silver spike triggers second wave of price hikes across Taiwan's passive-component supply chain

Since the Trump administration's return to the White House, precious-metal prices have become increasingly volatile. Taiwan's passive-component makers are now facing rising material costs and are following printed circuit board (PCB) and lead-frame suppliers in implementing broad-based price increases.

Monday 17 November 2025

ZDT and Compeq gain on strong iPhone 17 sales, eye AI server growth in 2026

Taiwanese PCB makers Zhen Ding Technology (ZDT) and Compeq Manufacturing posted solid third-quarter 2025 results, lifted by stronger-than-expected sales from Apple's iPhone 17 lineup and steady consumer electronics demand.

Sunday 16 November 2025

Semco eyes big tech deals in the glass substrate boom

Samsung Electro-Mechanics (Semco) is reportedly in supply talks with several Big Tech companies, two years after moving into glass substrates. Seen as a next-generation breakthrough for advanced packaging as AI workloads surge, glass substrates are projected by MarketsandMarkets to reach KRW12 trillion (approx. US$8.4 billion) in market value by 2028.

Saturday 15 November 2025

Yageo secures two deals to boost power component portfolio

Known as one of Taiwan's most aggressive dealmakers, Yageo chairman Pierre Chen, has secured two major acquisitions in rapid succession. This strengthens the company's push to build a broader portfolio in power-related active and passive components.

Friday 14 November 2025

Global Mixed-mode Technology eyes 2026 DDR5 and DDR4 demand crossover

Global Mixed-mode Technology (GMT) held its earnings call on November 12, 2025, revealing that early customer stocking in the first half of 2025 dampened the traditional peak season effect in the second half of 2025. GMT reported a significant gross margin decline in the third quarter due to reduced inventory write-back gains and currency headwinds.

Friday 14 November 2025

H2 peak season fuels Tricorntech 4Q25 performance

By accelerating customer orders, advanced semiconductor process Airborne Molecular Contamination (AMC) nano-monitoring equipment supplier Tricorntech reported third-quarter 2025 revenue of NT$120 million (US$3.9 million), up 38.61% from the previous quarter, turning profitable and reversing its losses from the first half of the year.

Friday 14 November 2025

Syrma SGS invests in India's largest PCB facility, eyes local laptop motherboard production

India-based EMS provider Syrma SGS is investing INR15.95 billion (approx. US$180 million) to set up a plant near Naidupeta, Andhra Pradesh. The facility is expected to create over 2,100 high-skill jobs and strengthen domestic PCB production, while the company also plans to produce laptop motherboards locally to increase value addition and qualify for government incentives, according to The New Indian Express.

Thursday 13 November 2025

Taiwan's materials suppliers ride AI and semiconductor boom into record revenue

Taiwan's major materials distributors — Niching Industrial, Wah Lee Industrial, Topco Scientific (TSC), and Chang Wah Electromaterials (CWE) — have released their latest earnings reports and outlooks for the fourth quarter of 2025. Many are benefiting from booming demand in semiconductor packaging and testing, with heat sinks and lead frames driving double-digit annual growth for Niching in October.

Thursday 13 November 2025

Samsung Galaxy S26 set for February 2026 launch with expanded Exynos use

Samsung Electronics is reportedly confirmed to officially launch its new flagship smartphone series, the Galaxy S26, in February 2026. Although earlier reports suggested a possible delay to March 2026 due to product line adjustments, the company is said to have coordinated across its divisions to shorten the timeline and proceed with the launch as scheduled.

Wednesday 12 November 2025

AEM swings back to profit on strong demand and product mix shift

Flexible copper-clad laminate (FCCL) manufacturer Asia Electronic Materials (AEM) said at an investor conference on November 10 that strong seasonal orders from the traditional electronics sector, coupled with a higher proportion of high-value products, helped the company swing back to profit in the third quarter of 2025.

Wednesday 12 November 2025

Lianyou Metals' 3Q25 profit soars sixfold as tungsten and cobalt prices hit new highs

The global rare metals market has been shaken in 2025 by geopolitical tensions and surging structural demand, driving strategic materials such as tungsten and cobalt to new price peaks. Riding this wave, Taiwan's Lianyou Metals, a major recycler and smelter of these two metals, reported a sixfold year-on-year increase in after-tax profit for the third quarter of 2025.

Wednesday 12 November 2025

TSMC's US bet pays off for two quiet suppliers

As construction of TSMC Arizona fabs accelerates, two of its low-profile Taiwanese suppliers, Chang Chun Group and Sunlit Chemical, are emerging as early winners.

Monday 10 November 2025

Taiwan semiconductor materials face three major obstacles, says Sunlit exec

The 10th edition of the Materials Industry Forum kicked off on November 7 in Taiwan under the theme "A Single Tree Cannot Make a Forest: Taiwan's Rising Materials Industry."

Monday 10 November 2025

Taiwan's October exports hit single-month record high

Taiwan's exports in October 2025 hit a single-month record high of US$61.8 billion, experiencing a year-over-year increase of 49.7% and surpassing the US$60 billion mark for the first time. The surge is attributed to the artificial intelligence (AI) boom and strong demand for new consumer electronics products.

Monday 10 November 2025

Topoint eyes chip drill shortage as AI boosts PCB, substrate demand in 2026

Topoint, a leading manufacturer of high-end drills and drilling services for the PCB industry, expects supply shortages to persist through 2026 despite recent capacity expansions. The company attributes this to strong downstream demand driven by booming cloud AI applications.

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