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Tuesday 22 September 2026
ASML opens India operations but ties any scale-up to Tata's Dholera fab
ASML has begun operations in India with an initial team of 20-30 engineering graduates, and has made clear that any expansion beyond that depends on Tata Electronics delivering the...
Tuesday 22 September 2026
AirTAC sees pneumatic demand cycle extending through 2027 on China automation growth

AirTAC International Group said demand for pneumatic components in China's automation market has entered a more gradual expansion phase,...

Tuesday 22 September 2026
Loyalty Founder Enterprise sees AI server expansion lifting growth outlook

Loyalty Founder Enterprise's push into AI servers, storage, and networking is beginning to boost scale and profitability, with implications...

Monday 21 September 2026
Taiwan drone makers pursue dual-track growth on domestic defense orders, US market expansion

Following the Legislative Yuan's passage of the Act on Strengthening Defense Autonomy and Developing the Unmanned Vehicles Industry...

Monday 21 September 2026
SDC president declares foldable leadership, urges Korea to defend OLED advantage

Facing aggressive expansion by Chinese competitors, Samsung Display (SDC) president and Korea Display Industry Association (KDIA) chairman...

Monday 21 September 2026
TSMC builds Kaohsiung hub to speed advanced packaging tests
TSMC is building an advanced packaging validation hub in southern Taiwan as rapid chip-on-wafer-on-substrate (CoWoS) expansion puts pressure on equipment and materials suppliers to...
Monday 21 September 2026
Chinese image sensor maker GalaxyCore raises the stakes in high-end CIS
GalaxyCore Inc. plans to raise up to CNY4.2 billion (US$627 million) to expand 12-inch CMOS image sensor (CIS) capacity and develop 100MP and 200MP sensors, doubling down on higher-value...
Monday 21 September 2026
EV battery demand is going global, yet material supply remains overwhelmingly Chinese

For years, the global EV industry has been characterized by a persistent trend to diversify its manufacturing footprint beyond China...

Monday 21 September 2026
AMAX expands liquid-cooled data center in push beyond hardware

Amax is expanding its self-built liquid-cooled data center as the company moves beyond hardware into infrastructure and engineering...

Monday 21 September 2026
DIGITIMES Insight: AI chip upgrades shift substrate supply bottleneck from upstream materials to equipment
DIGITIMES Intelligence has observed that as the performance of AI accelerators and server CPUs continues to advance, chips are increasing not only in compute core counts and...
Monday 21 September 2026
Tyntek optical communications MPD ramps quarterly, 2027 capacity triples
Tyntek is rapidly expanding into optical communications as AI data-center demand drives a surge in high-speed transmission needs, with shipments set to rise significantly from the...
Saturday 19 September 2026
Memory recovery, price hikes lift Niching IC substrate outlook, order visibility through 2H27

Semiconductor packaging and testing materials distributor Niching Industrial hosted an investor conference on September 17. chief financial...

Saturday 19 September 2026
Ventec invests NT$1.5 billion in Kunshan expansion for AI, HDI orders

Copper-clad laminate (CCL) manufacturer Ventec International Group has approved an expansion budget of NT$1.5 billion (approx. US$47.11...

Friday 18 September 2026
Doosan commits KRW968 billion to CCL expansion as demand strains capacity
Doosan is investing KRW968.4 billion (approx. US$701 million) to expand high-end copper-clad laminate (CCL) production in South Korea and China, its largest-ever investment in the...
Friday 18 September 2026
High-end GPUs may be slowing China's AI compute expansion
China's wide gap in token costs stems largely from domestic companies' difficulty in accessing Nvidia high-end GPUs, forcing them to squeeze more value from each token to recoup costs...