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Monday 27 July 2026
AI demand, aluminium foil costs trigger rare capacitor price rises across China, Japan and Taiwan

Rising raw material costs and tightening supply of high-end components for AI applications have triggered an unusual round of price...

Monday 27 July 2026
Industrial PC orders rise on edge AI demand

Industrial PC vendors are seeing order momentum strengthen as edge AI and physical AI applications spread beyond data centers into factories...

Monday 27 July 2026
ZDT-led China PCB expansion tops US$10 billion on AI server and edge AI demand

China's printed circuit board (PCB) industry is entering a new investment cycle, with more than CNY70 billion (approx. US$10.3 billion)...

Monday 27 July 2026
Disco lifts first-half profit forecast on steady AI equipment demand
Japanese semiconductor equipment maker Disco expects net profit for the six months ending September 30, 2026, to rise 32% year over year to JPY73.8 billion (approx. US$461 million),...
Sunday 26 July 2026
Optical PD volume production lifts WIN Semiconductors' Q2 revenue 39% YoY
WIN Semiconductors, a gallium arsenide (GaAs) foundry, reported consolidated revenue of NT$5.26 billion (US$178 million) for the second quarter of 2026, up 14.5% sequentially and 39%...
Sunday 26 July 2026
Pantheon Electric expands copper platform as AI and grid demand tighten supply
Pantheon Electric said it has completed the acquisition of four manufacturers and built an integrated power infrastructure platform across 21 factories in North America and Europe...
Saturday 25 July 2026
89 fabs by 2030, 50 more by 2035: chip industry spreads risk through global collab

AI infrastructure investment is reaching unprecedented levels, with estimates showing it will lift global semiconductor output past...

Saturday 25 July 2026
Trumpf's stabilizing sales point to a broader recovery in industrial demand
Trumpf said preliminary fiscal 2025/26 results showed its business stabilizing after several years of declines in orders and revenue. The German laser and smart manufacturing equipment...
Saturday 25 July 2026
NAND price rally enters plateau as supply stays tight despite weaker spot demand
The pace of NAND Flash price increases has moderated in the second half of 2026, prompting speculation that the memory market may be approaching a turning point. Supply-chain sources,...
Saturday 25 July 2026
Transcend posts record NT$11.9 billion profit in 2Q26, surpassing any prior full-year earnings
Memory module maker Transcend Information posted record-high profit in the second quarter and first half of 2026. Second-quarter consolidated revenue reached NT$18.82 billion (approx...
Friday 24 July 2026
Google raises capex outlook as compute demand stays tight, boosting Foxconn
Alphabet, Google's parent company, has raised its capital expenditure forecast to US$195-205 billion and signaled a significant increase again in 2027, while openly saying that AI...
Friday 24 July 2026
Taiwan's NT$210B drone bill sparks debate over defense self-reliance and industrial strategy

The Executive Yuan's proposed special bill to fund Taiwan's indigenous defense unmanned systems program has triggered debate over whether...

Friday 24 July 2026
India's chip plants face harder test: finding repeat customers
India's first major semiconductor customers are likely to come through existing global supply chains rather than domestic electronics brands immediately replacing imported components,...
Friday 24 July 2026
TSMC's Arizona expansion moves past initial hurdles as fabs and packaging ramp up
Since TSMC announced in 2020 that it would build factories in the US, the market has closely watched how overseas fab costs would affect operations. TSMC's long-running Arizona buildout...
Friday 24 July 2026
AI-driven DRAM surge hits EV costs, forcing Chinese automakers to rethink pricing

Surging AI server demand is reshaping supply and demand across the global memory market. With DRAM prices rising sharply over the past year,...