CONNECT WITH US
NEWS TAGGED IT COMPONENTS, PERIPHERALS
Friday 15 May 2026
China keeps tight InP export controls despite Trump-Xi talks
As the US and China continue to clash over geopolitics and critical materials supply, industry sources say China's restrictions on indium phosphide (InP) substrates for optical communications...
Friday 15 May 2026
TTI targets global ADC market with upstream next-gen linker and payload platforms
Taiwan-based Tripartite Therapeutics, Inc. (TTI) is positioning itself at the forefront of the global antibody-drug conjugate (ADC) race with a proprietary technology platform aimed...
Friday 15 May 2026
Fiber shortage deepens as orders for Chinese vendors extend to 2027
The global optical fiber market is shifting from a traditional telecom cycle into a new phase of structural shortage, driven by rapid AI infrastructure expansion and dense cloud data...
Friday 15 May 2026
Metalens technology reaches key turning point, as DUV, DLW, NIL processes compete for advantage
Metalens technology is now moving from proofs-of-concept toward targeted applications in smart glasses and machine vision, as its extreme thinness makes it well-suited for use cases...
Friday 15 May 2026
Edge AI is transforming wearables into proactive health and sensing platforms
Edge AI is accelerating across consumer devices and is increasingly embedded in wearables, reshaping smartwatches, earbuds, and smart rings into proactive sensing and response endpoints,...
Friday 15 May 2026
Column: The new space arms race is being fought with AI, lasers, and autonomous satellites
The emerging space arms race toward 2030 is no longer defined simply by the number of satellites nations can launch into orbit. Increasingly, it is being shaped by breakthroughs in...
Friday 15 May 2026
Taiwan touch panel makers post mixed 1Q26 results on consolidation and uneven demand
Taiwan's touch panel makers posted mixed first-quarter 2026 results. TPK Holding led the sector after consolidating display driver IC maker Ilitek, boosting revenue, margins, and net...
Friday 15 May 2026
AI server tracker: Optical module suppliers show mixed momentum as AI networking demand reshapes market

Taiwan's optical module supply chain delivered mixed April 2026 results, reflecting uneven demand patterns across AI infrastructure and...

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
NSK-NTN merger to create the world's largest bearing maker
Japan's NSK and NTN have agreed to pursue a merger that would create the world's largest bearing maker, as rising costs, slowing demand, and Chinese competition push Japan's industrial...
Wednesday 13 May 2026
PixArt targets 2Q26 growth as gaming mouse and console demand offset weak PC sales
IC design firm PixArt Imaging said on May 12 that its three core business areas will post strong growth in the second quarter of 2026, with revenue expected to rise by the double digits...
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...

Wednesday 13 May 2026
GLT shifts to auto and medical markets as display revenue drops to 1%
Global Lighting Technologies (GLT) has moved away from its traditional display business and is now focusing on optical microstructures for automotive, wearables, and biomedical applications,...
Wednesday 13 May 2026
AI server tracker: GUC surges ahead as Faraday and Alchip face slower 2026 start

Taiwan's ASIC and design services sector is showing sharply diverging fortunes in 2026, with new monthly revenue data highlighting strong...