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Friday 22 May 2026
EverDisplay appoints former Hua Hong executive as chairman in board overhaul
China AMOLED panel maker EverDisplay Optronics completed a board reshuffle and senior management overhaul after a board meeting on May 20, appointing a former Hua Hong Semiconductor...
Friday 22 May 2026
TSMC supply chain material maker AMC rides AI packaging yield boom

Alliance Material Co. (AMC), a Taiwan-based advanced semiconductor materials supplier, said its balance film anti-warpage material has...

Thursday 21 May 2026
AI chip boom strains ABF substrate supply chain
AI is shifting the semiconductor supply chain's next bottleneck from wafer fabrication and HBM memory to ABF substrates — a lower-profile but critical packaging material used...
Thursday 21 May 2026
NXP CoreRide Z248 leverages Inventec, Delta support in SDV push
Driven by software-defined vehicles (SDVs), the automotive supply chain is being reshaped, embracing a business model relying on highly collaborative ecosystems. At a showcase in Taipei...
Thursday 21 May 2026
AI server demand tightens passive component supply, lifting Taiwanese suppliers' share
Demand for artificial intelligence servers and related power systems is pushing lead times higher for high-end multilayer ceramic capacitors, elongated electrolytic capacitors, and...
Monday 18 May 2026
Apple Watch blood pressure alerts drive TASC demand as 2026 redesign looms
Apple has added a new high blood pressure notification feature to Apple Watch, sharpening the device's health-management appeal. Market watchers expect a major redesign of high-end...
Monday 18 May 2026
Prosperity Dielectrics sees AI server power customers chasing MLCC supply
Prosperity Dielectrics' surge in demand for high-end MLCCs, driven by higher-wattage AI server power systems, is extending lead times and prompting major capacity and material investments,...
Monday 18 May 2026
Nan Ya PCB to ramp up capacity as AI chips drive demand for advanced substrates

Nan Ya PCB, one of Taiwan's leading IC substrate...

Friday 15 May 2026
US clears Nvidia’s H200 for China, but Beijing can still say no
The US has cleared around 10 Chinese companies to buy Nvidia's H200 artificial intelligence chips, but no deliveries have been made, suggesting that Washington's approval alone may...
Friday 15 May 2026
Faster AI servers drive a shift to advanced PCB technologies
The global buildout of artificial intelligence data centers is driving a new wave of demand for high-speed networking infrastructure, as the efficiency of communication between servers...
Friday 15 May 2026
Nan Ya PCB targets high-end IC substrate growth amid AI demand
Nan Ya PCB's push into advanced IC substrates could influence global AI hardware supply chains by increasing capacity for high-performance GPUs, switches, and edge AI devices. The...
Thursday 14 May 2026
China's fiber optic industry evolved from catch-up to supply chain scale
As demand for AI data centers, high-speed transmission, and cloud infrastructure continues to rise, the fiber-optic industry has once again become a focal point in the global market,...
Thursday 14 May 2026
Google pivots to Gemini Intelligence, linking AI with premium hardware
Google's The Android Show 2026 reframed its Android and AI strategy around Gemini Intelligence, signaling a shift toward premium hardware as the primary battleground for AI. The move...
Wednesday 13 May 2026
Y.S. Tech sees strong high-end cooling demand, but new plant costs weigh on profit
Y.S. Tech reported that demand for high-end networking IT cooling and automotive orders lifted consolidated revenue to NT$1.129 billion in the first quarter of 2026 and operating profit...
Wednesday 13 May 2026
China CPU vendors seize AI inference surge as Intel, AMD supplies tighten

The global race for AI computing power continues to intensify, beyond ongoing GPU shortages. CPUs, long viewed as secondary components...