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Monday 2 February 2026
TSMC revises five-year growth plan, turning tech lead into high profits
TSMC chairman C.C. Wei recently confirmed that AI demand is real and the trend will remain unchanged in the coming years. AI accelerators accounted for a "high double-digit" percentage...
Monday 2 February 2026
Merck appoints Benjamin Hein as head of electronics division
German industrial giant Merck KGaA announced the appointment of Benjamin Hein as a member of the executive board and CEO of its electronics business unit, effective May 1, 2026. Following...
Monday 2 February 2026
Apple and Samsung enter decade-long AR glasses race, putting Taiwan's optical suppliers on display
Demand for smart glasses is climbing. Alongside established players such as Meta, Rokid, RayNeo, and Xreal, heavyweight brands including Samsung Electronics and Apple are preparing...
Friday 30 January 2026
ASML gains from rising EUV demand and US chip spending
After TSMC chairman C.C. Wei said on a recent earnings call that AI demand is real and that AI is becoming embedded in daily life as a long-term trend, expectations for ASML's performance...
Wednesday 28 January 2026
Toppan keeps legal options open for Giantplus Technology's share transfer dispute
Giantplus Technology, which focuses on small- and medium-sized panels, recently faced a management rights dispute. The largest shareholder, Japan's Toppan Holdings, had originally...
Wednesday 28 January 2026
Analysis: Why Tesla is splitting AI5 chip production between TSMC and Samsung
In mid-December 2025, TSMC chairman C.C. Wei disclosed details of a conversation with Elon Musk regarding future development priorities. The discussion centered not on automotive production,...
Monday 26 January 2026
AI power crunch drives Taiwan's trillion-dollar energy infrastructure upgrade
The artificial intelligence boom is creating an unprecedented energy crisis. As AI data centers proliferate worldwide, electricity demand is surging faster than supply can keep pace,...
Monday 26 January 2026
Pegatron bullish on AI server industry, chair sees 2026 as breakout year
Booming demand for artificial intelligence (AI) servers has fueled strong momentum for electronic manufacturing services (EMS) firms, with the surge also reflected in capital markets...
Monday 26 January 2026
Jabil names longtime director Steve Raymund chair
Jabil said on January 22, 2026, that longtime director Steve Raymund has been appointed chairman of its board, while Thomas T. Edman and Raejeanne Skillern have joined as new direc...
Saturday 24 January 2026
Taiwan drone alliance sets US FCC certification in sight
Taiwan's Excellence Drone International Business Opportunities Alliance has expanded to more than 260 member companies as it steps up efforts to capture overseas demand, with securing...
Friday 23 January 2026
Kinpo Group strengthens profitability in 2026, accelerates AI business and ODM transformation
Kinpo Group held its annual year-end party on January 21, during which company chairman Jerry Hsu highlighted that US tariff policies in early 2025 had temporarily stalled the global...
Friday 23 January 2026
Compal chair predicts memory shortage, price surge to last until 2027
A global shortage of memory chips and rising prices are creating challenges in the electronics supply chain. Ray Chen, chairman of leading original design manufacturer (ODM) Compal...
Friday 23 January 2026
Compal chair celebrates 50 years with Kinpo Group amid Taiwan's demographic concerns
At a year-end banquet on January 22, 2026, Kinpo Group president Rock Hsu paid tribute to Compal Electronics chairman Ray Chen, who is celebrating 50 years with the group ahead of...
Friday 23 January 2026
Compal eyes explosive AI server growth in 2026 after revenue dip
Compal Electronics is anticipating a significant surge in AI server shipments beginning in 2026, following a projected revenue decline in 2025, according to chairman Ray Chen at the...
Friday 23 January 2026
TSMC and Samsung reduce 8-inch wafer capacity, but oversupply still remains
TSMC chairman C.C. Wei confirmed adjustments in 8-inch and mature process capacities to improve efficiency, with Samsung also cutting 8-inch output. Despite these reductions and price...