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    Samsung could lead HBM market in 2027 as HBM4 prices may rise 2.5 times
    Jun 26, 17:54
    Johor data centers could consume 40% of power by 2035
    Jun 26, 17:54
    China’s 15th five-year energy plan targets AI power demand
    Jun 26, 17:53
    Winbond says memory has become a strategic material as AI reshapes the market
    Jun 26, 17:53
    Analysis: Why Onsemi acquires Synaptics in all-stock deal
    Jun 26, 17:53
    NEWS TAGGED CAPACITOR
    Tuesday 23 June 2026
    AI power systems drive snap-in capacitor demand; Chinsan gains from order spillover

    Demand in the passive component market has rebounded alongside the rapid buildout of AI data centers. While Japanese suppliers continue...

    Thursday 18 June 2026
    Nichicon raises e-cap prices as supply tightens, costs increase
    Japanese capacitor manufacturer Nichicon has announced a broad price hike for aluminum electrolytic capacitors (e-cap), as order volumes for some products have exceeded the company's...
    Wednesday 17 June 2026
    Samsung Electro-Mechanics expands silicon capacitor push on integration edge

    Samsung Electro-Mechanics (Semco) is rapidly gaining ground in the silicon capacitor market as AI infrastructure investment and technology...

    Thursday 4 June 2026
    Taiwan's Walsin Technology gains pricing power from AI demand

    Walsin Technology, one of Taiwan's leading manufacturers of multilayer ceramic capacitors (MLCCs), has notified distributors that it will...

    Friday 29 May 2026
    Winbond pushes 3x-priced AI Si-Cap shipments as Semco order ramps in 2027
    AI demand for high-performance chips is driving up orders for semiconductor silicon capacitors, or Si-Caps, with Samsung Electro-Mechanics and several Taiwanese memory makers emerging...
    Monday 25 May 2026
    Samsung Electro-Mechanics secures large silicon capacitor supply contract
    Samsung Electro-Mechanics (Semco)'s KRW1.5 trillion (approx. US$990 million) silicon capacitor supply contract with a major global company could reshape component supply for AI servers,...
    Friday 22 May 2026
    AP Memory IPD enters Intel's EMIB supply chain, shipments set for 2Q26
    Specialty memory design company AP Memory is positioning itself to capture growth momentum from stack silicon capacitors (S-SiCap). The company said its discrete S-SiCap products,...
    Thursday 14 May 2026
    AP Memory profit nearly doubles as S-SiCap shipments and IoTRAM ramp drive revenue
    AP Memory reported that net profit for the first quarter of 2026 rose 91% to NT$660 million (US$20.93 million) as the company scaled mass production of its S-SiCap silicon capacitor...
    Wednesday 13 May 2026
    Taiwan capacitor maker Chinsan locks in Thailand AI server capacity through 2026

    Taiwan Chinsan Electronic Industrial said strong demand from cloud and server customers pushed related revenue contribution to 35% in the...

    Thursday 26 March 2026
    Lelon Electronics eyes 10% revenue growth in 2026 driven by automotive and AI servers
    Lelon Electronics expects shipments to rise in 2026, driven by automotive electronics and AI servers, with wider supply-chain and pricing implications for global electronics manufacturers...
    Tuesday 23 December 2025
    Chinsan eyes stronger cloud server demand in 2026 with BBU supply
    Chinsan, a Taiwanese aluminum capacitor manufacturer, held an in-person investor briefing on December 22, 2025. General manager Ching-Hsin Chiang said that growth momentum in the first...
    Wednesday 10 December 2025
    Nichidenbo benefits from tantalum capacitor price hikes but memory shortages remain a concern
    Tantalum capacitor manufacturers have recently announced price increases. Nichidenbo General Manager Yao Kuo Yu stated that the company is expected to benefit from the low-cost inventory...
    Sunday 7 December 2025
    Taiwan poised to benefit as Japan and Korea shift capacitor output to premium markets
    Japanese and Korean passive-component makers are diverting more capacity to high-end capacitors used in AI servers, tightening supply in mainstream electronics, and creating new openings...
    Saturday 29 November 2025
    Taiwan left out of supercapacitors while AI server capacitor boom builds
    As the surge in AI compute drives a shift in data-center power design, backup battery units (BBUs) have secured adoption from at least three cloud service providers, boosting their...
    Tuesday 24 June 2025
    Samsung Electro-Mechanics begins silicon capacitor supply to Marvell Technology, marking entry into AI chip components
    Samsung Electro-Mechanics has started supplying silicon capacitors to Marvell Technology, a leading US integrated circuit (IC) design company. This development marks Samsung Electro-Mechanics's...
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    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
    Thursday 28 May 2026
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook