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    Analysis: BYD bets on vertical integration rather than raw chip power with new smart driving SoC
    6h 58min ago
    China’s underwhelming holiday season shows memory hikes still weigh on consumer demand
    6h 58min ago
    Taiwan PCB output could top NT$1 trillion in 2026 but risk remain
    6h 58min ago
    Interview: Taiwan's INFINITIX expands in South Korea to tap sovereign AI demand
    6h 58min ago
    Agentic AI drives a global compute shortage across the full supply chain
    6h 58min ago
    NEWS TAGGED HIGH-END
    Monday 1 June 2026
    Compeq says AI infrastructure will drive sharp revenue and profit gains in 2027 and 2028
    Compeq Manufacturing Co. told shareholders on May 28 that AI infrastructure demand has transformed the printed circuit board industry and will push high-end PCB manufacturing complexity,...
    Monday 1 June 2026
    Ion Electronic Materials ramps Miaoli plant to mass production of high-end specialty gases
    Ion Electronic Materials announced that its Tongluo plant in Miaoli has completed construction of Phase 1 and Phase 2 and is entering a mass-production stage for new products and a...
    Sunday 31 May 2026
    Niching buys control of thermal partner as cooling demand rises
    Niching Industrial Corp. said on May 28 that it will acquire an 82% stake in Ming Chun Yuan Precision Technology for NT$508 million, with the transaction expected to close on July...
    Friday 29 May 2026
    Foxconn to break ground on France chip-packaging plant, pursues Africa sovereign-AI
    Foxconn chairman Young Liu said the company is preparing to break ground on its advanced packaging plant in France while continuing to explore sovereign-AI opportunities in Africa,...
    Friday 29 May 2026
    Unimicron targets record 2026 revenue with ABF and AI system-board push
    Unimicron said it will push advanced substrate and AI system-board upgrades in 2026 to capture accelerating demand for AI-related ASICs and switches, aiming for record revenue that...
    Friday 29 May 2026
    Nvidia's Vietnam hiring signals push into high-end AI server manufacturing alongside expanding Taiwan ODMs
    Nvidia's expanding recruitment activity in Vietnam signals a potential shift in the country's role within advanced AI infrastructure manufacturing, as Taiwanese server and EMS players...
    Thursday 28 May 2026
    Iteq sees AI data center demand lift M7+ CCL shipments
    Copper clad laminate (CCL) maker Iteq held its 2026 annual general meeting on Thursday, with Chairman Dennis Chen saying that the continued deepening of generative AI applications,...
    Thursday 28 May 2026
    Apple's entry-level push puts pressure on Windows notebook makers
    Apple's introduction of the MacBook Neo has intensified competition in the low-end notebook market, putting pressure on Windows-based manufacturers across both education and consumer...
    Thursday 28 May 2026
    Yageo signals possible price hikes as Japanese and Korean passive component makers raise prices
    Passive component manufacturer Yageo held its 2026 annual shareholders meeting on May 27. In a post-meeting interview, chairman Pierre Chen confirmed that the world's two largest multilayer...
    Thursday 28 May 2026
    VIA Labs Announces Hub Controllers for Multi-Display USB-C Docking

    VIA Labs, Inc. (VLI), a leading supplier of USB4, DisplayPort, SuperSpeed USB, and USB Power Delivery Controllers, today announced the launch of its first MST Hub VL610...

    Thursday 28 May 2026
    Yageo tops Murata in AI-driven passive component orders

    Yageo, one of the world's largest passive component suppliers, said demand from AI-related applications has pushed its book-to-bill ratio...

    Thursday 28 May 2026
    Tsang Yow, a expands into high-end semiconductor equipment, plans Malaysia ramp in 4Q26
    Tsang Yow, a major drivetrain manufacturer, expanded into high-end semiconductor equipment and planned a Malaysia production ramp-up in the fourth quarter of 2026 after posting 2025...
    Wednesday 27 May 2026
    Taiwan optoelectronics materials maker Wah Hong targets high-end PCB and chip packaging demand

    AI, low-carbon sustainability, smart cities, and advanced displays are set to drive the global optoelectronics industry in 2026, shifting...

    Wednesday 27 May 2026
    PCB drill bit maker Topoint raises NT$600 million, brings in PCB giants as strategic investors
    Printed circuit board (PCB) drill bit manufacturer Topoint Technology approved a private placement of unsecured convertible corporate bonds with a maximum issuance amount of NT$600...
    Tuesday 26 May 2026
    Taiwan MLCC makers plug into AI server demand
    AI servers are driving a surge in demand for high-end passive components, rapidly eating into multilayer ceramic capacitor (MLCC) capacity and extending lead times to more than 16–20...
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    Research Report Database
    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    VIA Labs Announces Hub Controllers for Multi-Display USB-C Docking
    CPC
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook