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    Samsung's Cheonan plant reallocates packaging capacity from Exynos to HBM
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    BIS blocks Polestar authorization, forcing new vehicles out of US market from 2027
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    Global semiconductor revenue hits record US$425B in 2Q26
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    Samsung, SK Hynix diverge on cell design for sub-10nm DRAM in 2028
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    NEWS TAGGED AI SERVER
    Tuesday 15 September 2026
    OEM/EMS AI servers: August revenue trends, operational outlook

    Taiwan's original equipment manufacturer/electronics manufacturing services (OEM/EMS) sector is witnessing a structural split between...

    Tuesday 15 September 2026
    AI server tracker: CCL makers outpace PCB and substrate suppliers as server demand grows
    Taiwan's copper-clad laminate (CCL) makers significantly outpaced printed circuit board (PCB) and IC substrate suppliers in August, as stronger server demand, pricing and product-mix...
    Monday 14 September 2026
    Google TPU pays back investment in 1 year, creating upside for MediaTek, Broadcom ASIC revenues

    Google Cloud CEO Thomas Kurian recently revealed that Google's overall payback period for AI server investments is less than two years,...

    Sunday 13 September 2026
    AI server exports to US slow; electronics parts jump 1.5 times in August
    Taiwan's Ministry of Finance on September 9 said electronic parts exports reached US$32.22 billion in August 2026, a record monthly high, rising US$11.83 billion, or 58%, from the...
    Sunday 13 September 2026
    Taiwan's BTL builds new plant for high-power AI server testing, eyeing 4Q27 launch
    Electronic testing and certification provider BTL Inc. has kicked off construction plans for Guishan Plant 3. The expansion targets high-power testing capacity for AI server systems,...
    Saturday 12 September 2026
    AI server boom reshuffles MLCC supply, opening a rare expansion window for Taiwan makers

    Strong demand for AI computing is creating a capacity squeeze across the passive-component industry, opening new opportunities for Taiwanese...

    Friday 11 September 2026
    AI server tracker: Taiwan's rack supply chain reveals where the AI buildout is accelerating

    The three Taiwanese supply chain categories closest to the physical AI rack — thermal, power supply, and rail kits — booked...

    Friday 11 September 2026
    AI server tracker: Taiwan's August filings say demand is still accelerating
    The clearest read yet on whether the AI build-out is still accelerating arrived this week in a batch of unaudited Taipei filings, and it accelerated. The 49 Taiwan-listed companies...
    Thursday 10 September 2026
    Murata to stop some MLCC lines as AI server demand strains supply
    Murata Manufacturing said it will gradually end production of several multilayer ceramic capacitor (MLCC) part numbers as AI demand continues to pressure supply chains. The Japanese...
    Thursday 10 September 2026
    Jeter August revenue rises on AI server shipments
    Soonest Express, a logistics and freight forwarding provider, reported August 2026 revenue of NT$799 million (approx. US$25.3 million), up 13.53% month on month and 7.80% year on year,...
    Thursday 10 September 2026
    Wiwynn sees AI server shipments to overtake general-purpose servers in 3Q26
    Wiwynn Corporation said AI server shipments will overtake general-purpose server shipments in the third quarter of 2026, with the two expected to account for roughly half each, while...
    Thursday 10 September 2026
    AI server ODMs face widening component mismatches, with shortages reaching 15–20%
    Nvidia's Vera Rubin platform is entering its production ramp, and although server ODM shipments are still expected to ramp further, server ODMs delivered strong operating results in...
    Thursday 10 September 2026
    Song Chuan rides 800V HVDC upgrade wave, posts record 2Q26 sales
    Song Chuan Precision said on September 8 that its second-quarter 2026 revenue and gross margin hit record highs, as demand for AI server power supplies, energy storage, and EV charging...
    Wednesday 9 September 2026
    AI servers push Asus' August revenue up 51%
    Asus reported consolidated revenue of NT$94.96 billion (US$3.02 billion) in August 2026, up 12.87% from July and 51.17% from a year earlier — the second-highest monthly figure...
    Wednesday 9 September 2026
    Ledlink Optics posts 21-month revenue high on AI server, auto demand
    Ledlink Optics reported that August revenue climbed on stronger AI server and automotive demand, with consolidated revenue reaching NT$134 million. The figure rose 3.21% from July...
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    BIZ FOCUS
    Sep 14, 08:00
    Hauman Unveils Micro LED Testing Breakthrough for AI Optical Interconnects
    Monday 14 September 2026
    Scaling Photonics: Assembly, Test and Fiber Automation at SEMICON Taiwan
    Friday 11 September 2026
    DAS Expands in Taiwan and Unveils World First at SEMICON
    Friday 11 September 2026
    Toward Technologies Redefines Relay Solutions at SEMICON Taiwan 2026
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