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Thursday 13 November 2025
China's rare earth curbs hinder Hyundai Motor's early development
Hyundai Motor is reportedly grappling with shortages of Chinese-made permanent magnets, a key component in electric and hybrid vehicle motors, as Beijing's export controls on rare...
Tuesday 11 November 2025
India's major EMS provider weighs US production shift amid 50% tariff pressure
Bengaluru-based electronics manufacturing services provider Kaynes Technology is considering moving part of its production to North America as Indian exporters grapple with the US's...
Tuesday 11 November 2025
Taiwan optical firms eye expanding drone payload market
As global demand for drones accelerates, Taiwan's optical component makers are racing to capture new opportunities in imaging payloads, an area where the island's lens and module...
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
Ability Enterprises posts nine-year high in October revenue on strong product mix and AI-driven demand
Optical component and module assembler Ability Enterprises reported October 2025 revenue of NT$1.16 billion (approx. US$370 million), marking its highest monthly level in nearly nine...
Monday 10 November 2025
Taiwan's Dynapack and AES double down on BBU production as AI energy needs surge

As artificial intelligence (AI) servers drive a revolution in power infrastructure, one critical component is quietly becoming indispensable:...

Monday 10 November 2025
Lumentum’s surprise lift sparks profit rebound across Taiwan’s optical chain

US optical communications giant Lumentum reported stronger-than-expected earnings for the quarter ended September 27, signaling renewed...

Friday 7 November 2025
Samsung Galaxy S26 prices may increase because of memory demand surge
Every year's new flagship phones bring questions regarding pricing. This year, Samsung's Galaxy S26 series is expected to see a price increase from its predecessor. As the memory...
Thursday 6 November 2025
Samsung Electro-Mechanics reportedly joins Broadcom supply chain amid AI chip surge
Samsung Electro-Mechanics is reportedly set to supply advanced semiconductor glass substrates to Broadcom. The move comes as Broadcom, a key chip supplier for tech giants like Google...
Wednesday 5 November 2025
Syncmold cautiously optimistic as new products and LEO satellite expansion take shape
Hinge and mechanical component manufacturer Syncmold Enterprise posted weak revenue performance in the first three quarters of 2025, mainly due to geopolitical and macroeconomic uncertainties...
Tuesday 4 November 2025
Murata clarifies US$15B supply plan for US data center represents component supplies, not capital investment
Murata president Norio Nakajima revealed on October 31, 2025, during an online earnings briefing that the company will supply power modules, batteries, multilayer ceramic capacitors...
Monday 3 November 2025
India roundup: India steps up electronics component play
India has approved several electronic component manufacturing projects, underscoring its push up the tech supply chain, while OpenAI, Meta, and Google race to secure positions in...
Monday 3 November 2025
Advanced Power Electronics sees strong DC fan MOSFET demand
Production disruptions at Dutch power device maker Nexperia have drawn speculation about a supply chain shift where Taiwan-based makers may benefit. But Advanced Power Electronics...
Sunday 2 November 2025
OpenAI and Oracle partner to build 1GW data center campus in Michigan
OpenAI and Oracle have announced plans to construct a 1GW data center campus in Saline Township, Michigan, with construction scheduled to begin in early 2026. The site, part of the...
Friday 31 October 2025
Yageo sees 12.9% profit rise in 3Q25 driven by AI demand
Taiwanese passive component leader Yageo reported significant revenue growth in the third quarter of 2025, fueled by strong demand for artificial intelligence (AI) and high-end application-related...