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Thursday 26 February 2026
Fiberglass shortage persists in 2026, Unimicron increases substrate price
As demand for high-speed transmission in AI advanced packaging surges, IC substrate major Unimicron Technology said that high-end ABF substrates required for AI applications are strongly...
Thursday 26 February 2026
Memory makers Team Group and Apacer post record profits as AI-driven demand lifts DRAM and NAND prices
Memory manufacturers Team Group and Apacer Technology reported record profits in 2025, driven by rising DRAM and NAND Flash prices and growing demand for high-capacity, high-bandwidth...
Thursday 26 February 2026
Yageo posts 82% profit jump in 4Q25 on AI-driven product mix
Taiwanese passive component giant Yageo reported a strong operational rebound in the fourth quarter of 2025, driven by continued growth in demand related to artificial intelligence...
Thursday 26 February 2026
Cloud AI's ripple effect: A comeback for 8-inch wafers

The boom in cloud-based artificial intelligence (AI) is reverberating far beyond the most advanced chipmaking nodes.

Thursday 26 February 2026
Gogoro scales energy network, plans battery retirements and US$32M expansion
Gogoro said it will expand its battery swap network in 2026, retire first-generation batteries, and invest NT$1 billion (approx. US$31.98 million) to add more than 100 swap stations...
Thursday 26 February 2026
Nvidia ships first Vera Rubin samples, positions Vera CPU as core to next-generation AI architecture
At the earnings call on February 25, Nvidia detailed its next-generation Rubin platform and Vera CPU roadmap as Blackwell systems continue to ramp, with management signaling sustained...
Thursday 26 February 2026
Nvidia says AI monetization supports sustained CSP capex
During the earnings call on February 25, Nvidia said record capex plans by major cloud service providers reflect a structural shift toward monetizable AI workloads, with management...
Thursday 26 February 2026
Nvidia's strong quarter and outsized guidance soothe fears of an AI investment bubble
On February 25, Nvidia's blowout fourth-quarter results and bullish fiscal-2027 guidancehelped dispel recent market worries that the AI spending boom may be an unsustainable bubble,...
Wednesday 25 February 2026
IC design house Raydium flags DDI off-season; large-panel orders advance on early stocking

Display driver IC supplier Raydium reported its 2025 financial results, posting full-year revenue of NT$22.4 billion (approx. US$715 million),...

Wednesday 25 February 2026
Unimicron names UMC's SC Chien chair in substrate strategy shift
Unimicron held an investor conference on 25 February 2026. A day earlier, its board approved the appointment of UMC co-president SC Chien as chairman and group chief strategy officer...
Wednesday 25 February 2026
SK Hynix signals seller's market as memory prices set to climb all year
SK Hynix, one of the world's top three memory chip makers, told investors on a recent Goldman Sachs conference call that the global memory market has fully shifted to a "seller's market,"...
Wednesday 25 February 2026
Unimicron's 4Q25 profit surpasses combined earnings of first 3 quarters; 2026 capex raised to NT$34 billion
Given the steady demand for AI and high-performance computing (HPC) chips, Unimicron stated that orders for IC substrates and PCBs have picked up. This has not only steadily increased...
Wednesday 25 February 2026
Sigurd invests NT$1.54B to acquire Unimicron's Hukou plant amid strong AI, ASIC demand
Taiwan's IC packaging and testing supply chain is accelerating expansion as Sigurd announced it will invest NT$1.54 billion (approx. US$49M) to purchase a factory in the Hukou Industrial...
Wednesday 25 February 2026
China targets fivefold jump in advanced chip output to fuel AI expansion
China is preparing a fivefold increase in domestic advanced logic chip output within one to two years to support its expanding AI computing infrastructure, according to people familiar...
Wednesday 25 February 2026
MLCC prices to climb as AI demand hits full capacity
The global multilayer ceramic capacitor (MLCC) market is on the brink of a price surge as Japanese and Korean giants grapple with record demand from AI data centers. Samsung Electro-Mechanics...