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Monday 10 November 2025
Chenbro eyes automated US factory as AI drives server growth
Server chassis maker Chenbro Micom stated that strong artificial intelligence (AI) momentum is boosting confidence in future operations, which are expected to hit a record high in...
Monday 10 November 2025
Accton eyes 2Q26 mass production for L11 AI server chassis
Networking vendor Accton reported strong revenue and profit growth in the third quarter of 2025, while cautiously optimistic about 2026 amid capacity, talent, and component challenges...
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...
Monday 10 November 2025
Technical challenges loom over Google's orbital AI data center plans
Google CEO Sundar Pichai recently announced Project Suncatcher, an initiative to deploy the company's AI computing power via solar-powered satellites in low Earth orbit (LEO). Equipped...
Saturday 8 November 2025
VIS turns corner after price war, gears up for PMIC-driven growth in 2026
Vanguard International Semiconductor (VIS) anticipates a mild slowdown in the fourth quarter of 2025 as seasonal demand eases and supply chain partners carry out year-end inventory...
Friday 7 November 2025
HDD delivery delays extend to 2 years as QLC NAND capacity sells out early
The surge in storage demand driven by AI servers has caused a severe shortage of traditional hard disk drives (HDDs), with delivery times reportedly extending beyond two years. Major...
Friday 7 November 2025
Kinko Optical hits 9-year record on soaring infrared lens sales
Kinko Optical posted record October 2025 revenue of NT$405 million (approx. US$13.16 million), up 95.9% from a year earlier and 10.1% from September, the highest level in nine years...
Friday 7 November 2025
Hanmi to launch Wide TC Bonder for HBM5 high stacking in 2026
Hanmi Semiconductor announced it will release a dedicated device called the "Wide TC Bonder" by the end of 2026, designed specifically for next-generation high-bandwidth memory (HBM)...
Friday 7 November 2025
AWS pledges US$9 billion for AI expansion in South Korea, eyeing agentic AI leadership
Amazon Web Services (AWS) CEO Matt Garman has announced an additional US$5 billion investment in South Korea, bringing AWS's total commitment to US$9 billion to expand AI data centers...
Friday 7 November 2025
BOE ramps up 8.6-gen OLED mass production to challenge SDC
China's leading display manufacturer, BOE, is accelerating its deployment of 8.6-generation OLED production. The first phase of investment is nearly complete, and the company is preparing...
Thursday 6 November 2025
ASML reframes its China strategy with advanced packaging debut of TWINSCAN XT:260
ASML has introduced the TWINSCAN XT:260, its first lithography system purpose-built for 3D integration and advanced packaging. The launch marks a major step beyond front-end wafer...
Thursday 6 November 2025
Taiwan suppliers fill gap as Boeing recovers, Airbus stalls
The world's two major aircraft manufacturers are showing sharply contrasting fortunes. Airbus is reportedly facing engine supply bottlenecks that have slowed deliveries, while Boeing...
Wednesday 5 November 2025
Nuvoton posts second straight loss on Japan plant woes, automotive slump
Nuvoton disclosed its consolidated financial results for the third quarter of 2024 during an investor briefing held on November 4, 2025, revealing revenue of NT$7.27 billion (US$235...
Wednesday 5 November 2025
WT Microelectronics navigates Nexperia supply disruption with alternative sourcing
As the Nexperia dispute continues, WT Microelectronics chairman Eric Cheng acknowledged that recent deliveries have been less stable. In response, the company has been helping customers...
Wednesday 5 November 2025
KYEC secures triple AI chip testing contracts, expands production in Taiwan and Singapore
The global race to build next-generation AI computing power is accelerating, and Taiwan’s King Yuan Electronics Corp. (KYEC) has emerged as a key winner.