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Wednesday 22 July 2026
AI infrastructure spending is reshaping Southeast Asia's PCB supply chain

Rising investment in AI servers, high-speed networking, and satellite communications is accelerating a shift in Southeast Asia's electronics...

Wednesday 22 July 2026
'Two companies, one business': how Zeiss and ASML are riding the AI boom to dominate EUV

Zeiss, the exclusive supplier of ASML's extreme ultraviolet (EUV) optical systems, says the two companies operate as though they were...

Wednesday 22 July 2026
Ablecom expands Taoyuan capacity to meet rising AI server rack demand
Ablecom Technology said it is expanding production capacity in Taoyuan, Taiwan, as demand grows for AI high-density compute and hyperscale data center buildouts. The chassis and advanced...
Tuesday 21 July 2026
Goldkey secures NT$3.6 billion loan to expand AI server memory business
Goldkey Technology has completed and signed a three-year syndicated loan worth NT$3.6 billion (US$111.3 million) to support inventory growth and working capital needs tied to AI servers...
Tuesday 21 July 2026
Ishihara Sangyo doubles high-purity titanium dioxide capacity on AI server demand

Ishihara Sangyo Kaisha plans to double production capacity for high-purity titanium dioxide used to make dielectric materials for multilayer...

Tuesday 21 July 2026
Taiwan's top motherboard makers slash 2026 shipments again, with Asus, Gigabyte below 10M units

Taiwan's four largest motherboard brands have cut their 2026 shipment forecasts for a second time as memory and CPU shortages, rising component...

Tuesday 21 July 2026
Power and water constraints cast doubt on South Korea's Honam memory cluster, experts say
South Korea's plan to develop a semiconductor cluster in the Honam region (Jeolla Province) is facing mounting scrutiny over whether the area can support the enormous energy and infrastructure...
Tuesday 21 July 2026
DDR5 module spot prices hit record highs as China-made dies narrow price gap
The pace of memory contract price increases has begun to slow in the second half of 2026, but DDR5 spot prices continue to climb as AI and server applications absorb available supply,...
Tuesday 21 July 2026
Phone prices to surge in 2H26 as low-end models fade

As the AI boom keeps memory shortages running hot, steep price hikes for smartphones in the second half of 2026 are coming into view...

Tuesday 21 July 2026
TSMC weighs margin hit against long-term AI payoff in US push

TSMC has announced an additional US$100 billion investment in the US on top of its existing US$165 billion commitment, expanding its...

Tuesday 21 July 2026
Tariffs, competition drag down top automakers' 1H26 sales

The world's biggest automakers are losing their long-held advantage as weaker demand, tariffs, and fierce competition reshape the market...

Tuesday 21 July 2026
AI reshapes semiconductor growth curve; Zeiss eyes US$2.5 trillion market
Generative AI, high-performance computing (HPC), and large AI models are rapidly reshaping the global semiconductor industry's growth curve. Thomas Stammler, chief technology officer...
Tuesday 21 July 2026
China's solar slump deepens, raising warning signs for energy storage and electric vehicles
China's solar industry is still trapped in a painful shakeout after three straight years of losses across much of the supply chain, according to first-half reports from leading companies...
Tuesday 21 July 2026
India's smartphone shipments fall as memory costs bite

India's smartphone market was hit by a sharp second-quarter decline that may matter well beyond the country's borders, as higher component...

Tuesday 21 July 2026
Niche demand drives SLC NAND prices up nearly tenfold, opening further gains for Taiwan suppliers
Memory price increases have begun to diverge in the second half of 2026, but persistent capacity shortfalls continue to constrain supply and sustain upward momentum in contract pri...