The AI data center optical interconnect market may soon see another heavyweight contender. Roughly a week after Marvell announced a US$1.15 billion acquisition of Lumentum to bolster...
The prolonged Middle East conflict is adding to mounting pressure on the global automotive industry, disrupting shipping through the Strait of Hormuz and driving up energy, logistics...
AI infrastructure investment is accelerating the shift toward optical connectivity, as rising data-center traffic exposes the power and bandwidth limits of conventional electrical...
The global smartphone display market faces a weaker 2026, as OLED panel shipments and revenue are forecast to decline, while memory constraints, rising production costs, and shifting...
Samsung SDI is expected to provide most of the initial battery supply for Atlas, the humanoid robot developed by Hyundai Motor Group's Boston Dynamics, according to South Korean industry...
Apple is reportedly set to launch an OLED iPad Air in the first half of 2027, expanding its OLED tablet lineup. The supply chain expects Samsung Display (SDC) to lead overall OLED...
Novatek Microelectronics, a leading Taiwanese display driver IC (DDI) design house, hosted its quarterly earnings conference last week. Novatek President and Vice Chairman Steve Wang...
Phison Electronics CEO Pua Khein-Seng expects AI demand to surge again after the Lunar New Year, tightening NAND Flash supplies and intensifying competition for high-capacity triple-level...
Two leading server component manufacturers remain optimistic about AI demand despite potential short-term volatility following the US midterm elections. Chenbro Micom CEO Corona Chen...
Taiwan's growth is expected to ease in 2027 as a surge in AI-related exports and business investment lifts this year's comparison base. However, continued spending on AI infrastructure...
Memory chipmakers are outsourcing more photomask production as demand for artificial intelligence (AI) chips strains their in-house capacity, according to Japan's Tekscend Photomask...
Topco reported consolidated revenue of NT$8.186 billion (approx. US$249.4 million) for October 2026, up 6.3% month-over-month and 61.2% year-over-year, setting a record high for monthly...
WinWay Technology, a semiconductor test-interface supplier, reported a slight decline in October revenue as holidays reduced shipping days and customer project adjustments affected...
Qisda’s board approved its third-quarter 2026 financial results, with consolidated revenue rising 8% quarter-over-quarter and operating margin holding above 17%. Net income attributable...
Y-S Electronic, a subsidiary of Sun Yad Group, reported consolidated revenue of NT$73.271 million (US$2.24 million) in October 2026, up 31.67% year-on-year. Revenue for the first 10...
