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Thursday 29 October 2026
Samsung Electro-Mechanics says AI customers are locking up 2027 MLCC and substrate supply
Samsung Electro-Mechanics (SEMCO) told investors on October 28 that long-term agreements are expected to account for more than 60% of its multilayer ceramic capacitor (MLCC) revenue...
Thursday 29 October 2026
Microsoft's cloud growth outpaces infrastructure spending delays
Microsoft's latest results suggest that enterprise demand for cloud computing and artificial intelligence is supporting stronger operating earnings even as some infrastructure capacity...
Thursday 29 October 2026
Powertech shifts to advanced packaging as AI demand drives growth
Rising demand for high-end AI chips is accelerating Powertech's transformation into an advanced packaging strategic partner. Powertech said its utilization rate exceeded 90% in the...
Thursday 29 October 2026
Research Insight: Kinsus Tech identifies three challenges for larger AI chip packages
Surging demand for AI computing is driving advanced packaging toward larger form factors, according to Ting-Hao Lin, R&D vice president at Kinsus Interconnect Technology, speaking...
Thursday 29 October 2026
iPhone Duo sales beat expectations as first batch sells out
Apple's first foldable smartphone, the iPhone Duo, saw strong demand despite a typhoon disrupting its launch day. Telecom operators said sales have remained robust since the launch,...
Thursday 29 October 2026
Satellite industry faces major shake-up as data connectivity set to capture 68% of service revenue by 2035
Global satellite service revenue is projected to grow 44% over the next decade, reaching US$145 billion by 2035, according to the 33rd edition of Novaspace's Satellite Connectivity...
Thursday 29 October 2026
Taiwan's growth surge nears end; electronics, machinery stay resilient in 2027
2026 will be a breakout year for Taiwan's economic growth, with GDP expanding at a double-digit rate—more than twice China's growth rate, according to a consensus among economic...
Thursday 29 October 2026
Asus sees commercial PC prices rising nearly 10% in 2H26
Asus expects commercial PC prices in Taiwan to rise nearly 10% in the second half of 2026 after surging almost 30% in the first half, as higher memory and processor costs continue...
Wednesday 28 October 2026
UMC utilization tops 90% in 2H26 as AI demand drives expansion
United Microelectronics (UMC) saw operating momentum strengthen in the third quarter of 2026, as demand for artificial intelligence (AI), high-performance computing (HPC), communications,...
Wednesday 28 October 2026
CHPT posts record 3Q26 results as nine-month profit jumps over 90%
Chunghwa Precision Test Tech (CHPT), a major semiconductor test interface supplier, posted record revenue and profit in the third quarter of 2026 as consolidated net profit reached...
Wednesday 28 October 2026
Cloud AI costs drive demand for on-premises computing, squeezing Asus RTX Spark supply
Asus and Intel on October 27 unveiled the new commercial laptop Asus ExpertBook A7 in Taiwan, as on-premises AI computing devices gain attention from enterprises and creators alongside...
Wednesday 28 October 2026
PC makers reportedly shift production back to China as AI boom drives up component costs
US and Taiwanese PC makers are shifting some production from Southeast Asia back to China and partnering with additional Chinese contract manufacturers as surging memory and storage...
Wednesday 28 October 2026
Fujifilm to boost magnetic tape capacity 5x as AI data storage demand grows
Fujifilm will invest JPY10 billion (US$63.3 million) to increase its magnetic tape production capacity 5x by fiscal 2028, in response to rising demand for long-term data storage as...
Wednesday 28 October 2026
SK Hynix looks beyond IPO to fund Solidigm's US expansion
SK Hynix is reassessing how to finance the US manufacturing expansion of its NAND flash subsidiary Solidigm after shelving a potential initial public offering (IPO), as the South Korean...
Wednesday 28 October 2026
Unimicron steers resources to Taiwan AI substrates with NT$50.9B equipment orders, Japan unit sale
Unimicron Technology is reshaping its global production footprint and steering resources toward Taiwan's higher-margin AI supply chain as surging AI and high-performance computing...