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NEWS TAGGED HIGH-END
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,...
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...