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Sunday 9 August 2026
VSO's Vietnam expansion and AI-server growth point to bigger upside, but memory shortages cloud the outlook
VSO Electronics said its Vietnam plant is on track for trial production by the end of December 2026 as it expands its presence in AI server applications, liquid-cooling leak detection,...
Sunday 9 August 2026
EOI posts record first-half revenue and profit on auto LED demand
Excellence Optoelectronics Holdings said second-quarter 2026 profit climbed as improved operating efficiency offset softer revenue, while first-half revenue and profit reached record...
Friday 7 August 2026
Analysis: Volkswagen-Gotion standoff highlights China's growing leverage in EV batteries
Unlike China's automakers—whose supply chains operate with the flexibility and rapid iteration more commonly associated with the consumer electronics and ICT industries—automakers...
Thursday 6 August 2026
Elite Semiconductor rides niche DRAM price hikes

Elite Semiconductor Microelectronics Technology (ESMT) has benefited from a severe supply shortage in the niche memory market. July...

Thursday 6 August 2026
India's ASIP Technologies makes FCBGA core of OSAT plan
ASIP Technologies will focus its Visakhapatnam semiconductor facility on flip-chip ball grid array packaging as it works toward volume production in the fourth quarter of 2027, Managing...
Thursday 6 August 2026
National Aerospace Fasteners posts record first-half revenue on strong engine demand
National Aerospace Fasteners Corp. reported a surge in July 2026 revenue and record first-half results as demand for aircraft engine parts stayed strong. The Taiwan-based fastener...
Thursday 6 August 2026
Wistron reports strong first-half profit and expands AI capex in Taiwan and the US
Wistron said on August 4 that it delivered strong first-half 2026 results and expects artificial intelligence demand to remain robust in the second half. The Taiwan-based electronics...
Thursday 6 August 2026
GlobalWafers says AI demand is lifting utilization and new LTA talks are underway
GlobalWafers said semiconductor demand has rebounded as AI and high-performance computing applications expanded, keeping its factories highly utilized and prompting a new round of...
Wednesday 5 August 2026
SK Hynix to hold late-August groundbreaking for US$3.9 billion Indiana chip packaging plant
SK Hynix plans to hold a formal groundbreaking ceremony in late August for its US$3.9 billion advanced chip packaging facility in West Lafayette, Indiana, as the memory maker expands...
Tuesday 4 August 2026
Samsung Electro-Mechanics reportedly fast-tracks Philippine MLCC plant in wake of AI-driven price hikes

Samsung Electro-Mechanics (SEMCO) is reportedly pulling forward the start-up of its first overseas multilayer ceramic capacitor (MLCC)...

Tuesday 4 August 2026
Kinsus boosts spending as global IC substrate supply stays tight
Kinsus said stronger second-quarter results and fresh capital spending reflect continued strain in the global IC substrate market, where demand from AI, CPU, GPU, and ASIC customers...
Tuesday 4 August 2026
Interview: Topco Scientific expands to Fukuoka signaling chip regionalization

Topco Scientific is expanding in Japan and other markets to support a global semiconductor buildout that is reshaping supply chains...

Monday 3 August 2026
CSCC opens Pingtung R&D center to target battery, semiconductor supply chains
China Steel Chemical Corporation has opened a new research and development center at its Pingtung plant as it expands into lithium battery anode materials, advanced carbon materials,...
Monday 3 August 2026
AI infrastructure orders extend PCB expansion race
Global demand for AI infrastructure is rising, and as order visibility improves, the PCB supply chain has launched a marathon of factory expansion. Upstream copper-clad laminate (CCL)...
Monday 3 August 2026
TSMC Kumamoto fab faces first major quake test with chip-material supplies secured
A magnitude 7.1 earthquake struck Kumamoto Prefecture in Japan's Kyushu region on July 28, drawing attention to the recovery of Taiwan Semiconductor Manufacturing Co's Kumamoto plant,...