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Saturday 14 March 2026
DRAM maker Nanya's custom AI memory gains traction with 10+ clients
AI-driven demand for high-bandwidth memory (HBM) is pushing Taiwanese memory suppliers toward lower-power, high-bandwidth alternatives. Nanya Technology Corp. (NTC) said its Ultra...
Friday 13 March 2026
Exclusive: Middle East conflict and AI demand drive cost pressures; supply chain shifts procurement risks to clients
The Middle East conflict and rising AI data center demand have intensified raw material shortages and price hikes across the supply chain. Manufacturers increasingly adopt a "shift-to-client...
Friday 13 March 2026
Memory prices hit Chromebook hardest, even with AI boom
Increasing prices for memory and storage components are reshaping the global PC market, with research firms warning that low-end computing devices will face severe cost pressure. Major...
Wednesday 11 March 2026
Apple's India iPhone output reaches 25% as production shifts from China

Apple significantly expanded iPhone production in India in 2025, increasing output by about 53% as the company seeks to reduce its dependence...

Tuesday 10 March 2026
HPE beats earnings expectations as networking strength offsets cloud softness
Hewlett Packard Enterprise (HPE) reported stronger-than-expected profitability for the first quarter of fiscal 2026, supported by robust networking demand and cost discipline. Analysts...
Tuesday 10 March 2026
AI short drama 'Huo Qubing' goes viral, Seedance 2.0 cuts video generation cost below US$0.14/sec
AI-generated video technology is rapidly disrupting the film and television industry. The recent AI-generated Chinese short drama Huo Qubing has gone viral on social media,...
Monday 9 March 2026
Component price surge hits business PC market harder than consumer segment
Rising costs for memory, passive components, and battery modules are intensifying pressure on PC makers, while DynaPack and Acer Taiwan report shortages that are constraining supply...
Sunday 8 March 2026
SpaceX shifts from GaAs as scalable silicon and perovskite solar technologies advance
In early 2026, Tesla CEO Elon Musk visited China to inspect its solar supply chain, focusing on back-contact, heterojunction, and perovskite technologies. This move suggests a reevaluation...
Friday 6 March 2026
Rising silver prices shift solar technology race toward low-silver cells
Rising global silver prices have pushed the cost of silver paste used in solar panels up about 2.5 times in six months, intensifying competition across the solar supply chain and accelerating...
Friday 6 March 2026
Amtran hits 9-year revenue high in 2025 with product mix optimization
Benefiting from a global market rebound and optimized product portfolio, Amtran Technology's consolidated revenue reached NT$24.6 billion (approx. US$775.4 million) in 2025, up 6.13%...
Thursday 5 March 2026
TSMC's 20-year advanced packaging strategy secures Apple and Nvidia ties
TSMC has solidified its critical role in the global semiconductor supply chain through nearly two decades of strategic investment in advanced packaging, positioning itself at the forefront...
Thursday 5 March 2026
Commentary: HBM hybrid bonding race heats up, but memory makers slow to adopt
Competition in the high bandwidth memory (HBM) market is intensifying, prompting equipment makers such as Hanwha Semitech and Semes to accelerate...
Thursday 5 March 2026
Japanese-led price surge in inductors could reshape mid-to-high-end passive components market and shift share to Taiwanese suppliers
Global passive components suppliers are entering a new price-hike cycle in 2026 as Murata Manufacturing and TDK Corporation prepare steep increases for inductors, with reported single...
Wednesday 4 March 2026
Catcher to start mass production for new customers in 2Q26, full-year revenue contribution expected to reach double digits
Catcher said products for new customers will gradually enter mass production starting in the second quarter of 2026, with full-year revenue contributions potentially reaching double-digit...
Wednesday 4 March 2026
TSMC leads foundry price hikes as second-tier firms see profit rebound
The global semiconductor industry is undergoing a new wave of structural reshuffling driven by the AI boom. In the wafer foundry sector, mature node foundry prices are finally breaking...