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Tuesday 28 October 2025
Young Optics' 3Q25 earnings fall back into the red, outlook remains subdued
Young Optics booked profits for two straight quarters in 2025 on non-operating gains from fire insurance claims, but returned to a net loss in the third quarter, posting NT$10.08...
Monday 27 October 2025
CPCA Show Plus 2025 kicks off after China's PCB revenue grows over 10% in 1H25
Following an over 10% on-year growth in China's PCB revenues in the first half of 2025, CPCA Show Plus 2025, hosted by China Printed Circuit Association (CPCA), will be held from...
Monday 27 October 2025
LG Electronics advances HBM and glass substrate equipment for advanced packaging
LG Electronics is aggressively entering the advanced semiconductor packaging equipment market to meet the surging demand driven by AI. The company plans to gradually localize production...
Monday 27 October 2025
Taiwan’s PCB makers enter ‘AI moment’ as complexity nears semiconductor levels
The development of artificial intelligence (AI) chips has brought the printed circuit board (PCB) and semiconductor industries closer together. Zhen Ding Technology chairman Charles...
Monday 27 October 2025
Intel warns of CPU shortages and price hikes as older nodes hit limits
Intel's CFO Dave Zinsner revealed at the third quarter 2025 earnings call that strong chip demand has led to supply constraints, driven by data center operators urgently upgrading...
Monday 27 October 2025
Topco accelerates overseas push to align with clients’ new fab investments
Geopolitical tensions are creating turbulence in global trade. According to TSMC founder Morris Chang, globalization is dead. Semiconductor material distributor Topco Scientific also...
Monday 27 October 2025
Panel industry earnings calls kick off, with LGD, AUO, Radiant, and BenQ Materials scheduled this week
The third-quarter earnings season for the industry has begun, led by Powertip Technology, followed by Coretronic. The main events are set for October 30, when major names including...
Monday 27 October 2025
Ablecom breaks ground on phase 4 plant in northern Taiwan to meet AI server demand
To capitalize on the surging demand for artificial intelligence (AI) servers, Ablecom, a leading supplier of server chassis and cooling solutions, has commenced construction of its...
Monday 27 October 2025
US-China trade war reshapes shipping strategies amid rising tariffs and demand
The escalating US-China trade war has led to major shifts in the shipping industry. As part of rising tensions, China recently announced rare earth export controls, while the US threatened...
Monday 27 October 2025
Etron's Nicky Lu sees DRAM rally lasting six months, bets on a strong 2026
The memory industry has recently become a hot topic, with Etron chairman Nicky Lu stating that the current AI boom will drive continuous growth in the semiconductor sector over the...
Monday 27 October 2025
AI surge triggers severe PCB material shortages; key players Elite Material and Co-Tech speak out
The rapid growth in global AI infrastructure demand is driving intense business activity not only in advanced semiconductor supply chains and server system assembly but also causing...
Monday 27 October 2025
Samsung launches aggressive price-cut strategy to catch up in HBM competition
HBM continues to be a critical resource as the AI boom is further tightening supply and demand in the memory industry. Memory leader Samsung Electronics is fixated on reclaiming its...
Monday 27 October 2025
Taiwan firm turns to smart server locks as AI data centers demand tighter security
Electronic component distributor WFE Technology is set to list on the Taipei Exchange (TPEx) in mid-to-late November 2025, positioning itself to benefit from rising cybersecurity...
Saturday 25 October 2025
Lightel rides the laser boom as satellite demand lifts revenue and margins
Lightel Technologies, a fiber optic component maker headquartered in Seattle, has emerged as a key supplier in the rapidly expanding satellite laser communications market, as rising...
Saturday 25 October 2025
Intel sees progress in foundry push, but supply strains linger
Intel Corporation's leadership struck a cautiously optimistic tone during its third-quarter 2025 earnings call, emphasizing progress in its foundry operations and process technologies...