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Wednesday 18 February 2026
Zhen Ding sees 2026 growth surge as high-end AI lifts PCB prices and volumes
Major printed circuit board (PCB) manufacturer Zhen Ding Technology (ZDT) held its year-end party on February 13, where chairman Charles Shen announced that full-year 2025 revenue...
Wednesday 18 February 2026
AI factory boom in Taiwan fuels construction and land plays
As the "Nvidia effect" continues to gain momentum, companies such as Taiwan-based construction materials supplier Goldsun Building Materials are benefiting from the ongoing expansion...
Monday 16 February 2026
AI supply chain tracker: Power, substrate, and thermal split on momentum
Revenue data for January 2026 highlights uneven momentum across Taiwan's AI server supply chain, spanning power, substrate, and thermal management suppliers, and reflects shifting...
Monday 16 February 2026
Memory crunch tightens CIS capacity, pressures smartphone supply chain
The memory shortage and price surge have disrupted smartphone shipments, VisEra Technologies — a TSMC-affiliated optical component maker — warned, noting the global smartphone...
Sunday 15 February 2026
UMC appoints new representative as Unimicron chairman Tseng retires
Leading IC substrate maker Unimicron Technology announced that chairman Tzyy-jang Tseng is stepping down upon reaching retirement age. The company said the leadership change was triggered...
Sunday 15 February 2026
Taiwan's January exports jump nearly 70% on AI server boom, boosting 2026 growth optimism and tech defense push
Taiwan's export value in January 2026 surged 69.9% year-on-year, surpassing the NT$2 trillion (US$63.7 billion) mark for the first time, largely due to differences in the number of...
Saturday 14 February 2026
World's largest GaAs foundry sees 2–3x surge from 1.6T optical boom
GaAs foundry leader Win Semiconductor forecasts explosive growth in the 1.6T optical communication module market in 2026, expecting a 2-3x increase in demand driven by satellite and...
Saturday 14 February 2026
HBM steals the show at SEMICON Korea despite Samsung, SK Hynix skipping the floor
Artificial intelligence-driven growth in the semiconductor industry has drawn increasing public attention. SEMICON Korea, organized by SEMI, continues to expand in scale. The 2026...
Saturday 14 February 2026
Commentary: Foxtron targets 1,500 Bria deliveries by 1Q26 amid Luxgen acquisition
One of the biggest stories in Taiwan's auto market toward the end of 2025 is Foxtron's official announcement to acquire 100% of Luxgen, with the deal expected to close in the first...
Saturday 14 February 2026
WD says 2026 capacity sold out as HDD prices post sharpest rise in two years

Hard disk drive (HDD) contract prices rose approximately 4% sequentially following the conclusion of fourth-quarter 2025 negotiations,...

Saturday 14 February 2026
Exclusive: World’s largest e-reader ODM warns memory crunch could hit 2026 gadget shipments
Memory chip shortages and soaring prices could constrain shipments of consumer electronics in 2026, including smartphones, PCs, notebooks, and TVs, while Netronix, the world's largest...
Friday 13 February 2026
Global server market, 4Q 2025

Introduction

Friday 13 February 2026
Shihlin Electric expands in North America as orders extend to 2030

Shihlin Electric is entering 2026 with strong operating momentum, supported by accelerated contract releases under Taipower's grid resilience...

Friday 13 February 2026
TSMC and memory makers boost capex to offset China export restrictions impact
TSMC raised its 2026 capital expenditure forecast to US$52-56 billion, driving strong demand in the global semiconductor supply chain amid AI growth. Memory giants SK Hynix, Micron,...
Friday 13 February 2026
Transformer exports and domestic infrastructure boost Taiwan's heavy electrical sector in early 2026
Taiwan's heavy electrical industry kicked off 2026 with strong performance, driven by robust orders from Taiwan Power Company's (Taipower) grid resilience projects, and sustained demand...