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    Acer sees CPU shortages worse than memory as 2H24 PC market weakens
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    Huawei’sTau Law breath new air into China's advanced packaging
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    Taiwan's Wah Lee expands into specialty gases as materials costs are passed on quarterly
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    CSP capex surge fuels hot AI server demand and tight supply in 2026
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    NEWS TAGGED HIGH-END
    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...
    Tuesday 26 May 2026
    Holy Stone Enterprise says AI power surge will deepen global MLCC shortages
    Holy Stone Enterprise warns that AI-driven power upgrades are creating global shortages and record demand for multilayer ceramic capacitors (MLCCs), with lead times beyond 20 weeks...
    Monday 25 May 2026
    Nan Pao joint venture nears full capacity as semiconductor demand rises

    Nan Pao Resins Chemical is accelerating its push into the high-end semiconductor materials market through a joint venture with Advanced...

    Monday 25 May 2026
    Ample Electronic says AI demand is boosting MLCC-related passive components
    Ample Electronic said rising demand from artificial intelligence end customers has driven a stronger market for multilayer ceramic capacitors and related passive components, lifting...
    Monday 25 May 2026
    Analysis: Lisa Su moves on China — and Nvidia's CUDA moat
    For AMD CEO Lisa Su, the current moment presents an opening that Nvidia does not have. Nvidia's high-end chips have repeatedly faced scrutiny and export restrictions in China, and...
    Monday 25 May 2026
    BenQ Materials secures US$190M loan to fund shift into medical, semiconductor and display materials
    BenQ Materials, part of the BenQ Qisda Group, announced on May 22 that it completed a five-year syndicated loan of NT$6 billion (US$190.4 million) led by E.SUN Bank to refinance debt...
    Monday 25 May 2026
    Syntec Technology profit hits record as AI drives factory automation demand

    Syntec Technology reported record quarterly revenue and profit for the first quarter of 2026, as demand for high-end control systems and...

    Sunday 24 May 2026
    AI server boom squeezes Samsung Electro-Mechanics' component supply

    Samsung Electro-Mechanics is emerging as another beneficiary of the AI data center buildout, as demand for high-end capacitors and package...

    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,...
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    BIZ FOCUS
    Apr 28, 08:00
    AI anti-fraud solution wins virtual asset security hackathon
    Monday 27 April 2026
    Anti-fraud hackathon winner showcases multi-dimensional tech-nology framework
    Monday 27 April 2026
    SK hynix receives 2026 IEEE Corporate Innovation Award
    Friday 24 April 2026
    NewPower Named HPE 2026 Partner of the Year
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook