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    Friday 31 July 2026
    Delta Electronics raises 2026 capex to NT$70B, sees AI-related sales topping 25% of total

    Delta Electronics expects capital spending to rise to roughly NT$70 billion in 2026 from NT$46.1 billion in 2025, driven by growing...

    Friday 31 July 2026
    AI strains mature-node and packaging capacity, leaving chip designers with orders but no supply

    AI demand is tightening semiconductor capacity beyond TSMC's advanced nodes, with mature-process foundries and backend packaging providers...

    Friday 31 July 2026
    Apple braces for "hundred-year flood" in component costs
    Apple's June quarter showed the strength of its core hardware business. Still, it also exposed a looming challenge: rising memory prices, tight supply of advanced chips, and heavier...
    Friday 31 July 2026
    Amazon's accelerating cloud growth reinforces AI investment case despite heavier spending outlook
    Amazon reported stronger-than-expected second-quarter results as accelerating growth at its cloud computing business underscored rising demand for artificial intelligence services...
    Friday 31 July 2026
    Apple beats quarterly estimates, but softer outlook and supply constraints temper optimism
    Apple reported stronger-than-expected fiscal third-quarter results, driven by robust iPhone and Mac demand, but warned that supply constraints and rising memory costs would weigh on...
    Friday 31 July 2026
    Unimicron says Intel's EMIB-T will not reach mass production until 2027, sharpening advanced packaging rivalry
    TSMC's CoWoS capacity remains tight, and demand for a second supply route is strengthening, according to Unimicron, which said Intel's EMIB-T advanced packaging platform will not reach...
    Friday 31 July 2026
    UMC raises capex to US$2B, eyes AI SiPh
    UMC said on July 29 that it will raise 2026 capex from US$1.5 billion to US$2 billion, while unveiling expansion plans in Singapore and a new fab in STSP. The foundry also disclosed...
    Friday 31 July 2026
    US manufacturing push draws Taiwan suppliers; electronics investment up nearly 500%

    TSMC chairman C.C. Wei has announced an additional US$100 billion investment for building capacity in the US, on top of the company's...

    Friday 31 July 2026
    Chang Wah sees broadening demand recovery and higher margins in 2Q26
    Chang Wah Technology said stronger demand and tighter inventories are lifting its business across multiple markets, a sign that the recovery in electronics supply chains is widening...
    Friday 31 July 2026
    AI server BBU demand triples battery-module capacity ahead of 800V HVDC rollout

    Backup battery units are set to become standard equipment in AI servers using 800V high-voltage direct current architectures, according...

    Friday 31 July 2026
    Coretronic drone unit shifts to four fronts amid procurement delay
    Coretronic said its robotics subsidiary, Coretronic Intelligent Robotics (CIRC), is focusing on four development priorities as a large domestic government drone procurement plan remains...
    Friday 31 July 2026
    Automakers shift to larger in-car displays as smaller center screens decline
    Global automakers are moving toward larger, more integrated cockpit displays as in-car screens become the main interface between drivers, passengers, and vehicles. According to Counterpoint...
    Friday 31 July 2026
    CSCC develops SiC crucibles to strengthen Taiwan’s AI data center supply chain
    China Steel Corporation affiliate CSCC has developed 6N high-purity isotropic graphite blocks for 8-inch and 12-inch silicon carbide (SiC) crystal growth crucibles, aiming to reduce...
    Thursday 30 July 2026
    ASE sees full-year LEAP revenue topping US$3.5 billion amid tight packaging capacity
    ASE Technology Holding said growing demand for advanced packaging and testing, combined with stronger momentum in its electronics manufacturing services (EMS) business, has tightened...
    Thursday 30 July 2026
    Samsung signs five-year memory deals as chip shortage stretches to 2028
    Samsung Electronics has signed five-year memory supply agreements with five leading global data center customers and is in the final stages of talks with five more, tying a growing...
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    BIZ FOCUS
    Jul 30, 08:00
    EDOM Accelerates Edge AI Deployment with NVIDIA Technologies
    Monday 1 June 2026
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Thursday 30 July 2026
    ACCM Introduces Celeritas SMC: A Production-Ready, Silicon-Matched Core for Advanced Packaging
    Wednesday 29 July 2026
    Arrow Drives System-Level Design, Turning Complexity into Competitive Advantage
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