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    Resonac develops 12-inch SiC substrate to target AI and EV demand
    Sep 17, 18:14
    High-end GPUs may be slowing China’s AI compute expansion
    Sep 17, 18:14
    2026 smartphone SoC battle centers on NPU as vendors boost cores and memory for agentic AI
    Sep 17, 18:14
    LGES and Samsung SDI ESS orders reportedly fill two years of North America capacity
    Sep 17, 18:14
    Analysis: China's 15th five-year plan spotlights diamond materials for AI cooling
    Sep 17, 18:14
    NEWS TAGGED IT COMPONENTS, PERIPHERALS
    Tuesday 15 September 2026
    SiPh shifts optical module bottleneck upstream: from device manufacturing to laser-grade substrate supply

    The market value of optical modules used in data centers is projected to grow from US$12.6 billion in 2025 to US$45.4 billion by 2030...

    Tuesday 15 September 2026
    Robot supply strategies split between US in-house tech and Chinese local ecosystem
    As humanoid robots gradually move from laboratory proofs-of-concept and enter industrial manufacturing and commercial service, their underlying motion control and environmental perception...
    Monday 14 September 2026
    STMicro lead times top 1 year, boosting Taiwan chip makers
    AI crowd-out effects are rippling through the supply chain, with lead times for microcontroller units (MCUs) from STMicroelectronics reportedly stretching beyond 1 year and triggering...
    Monday 14 September 2026
    China optical firms target photonics with mixed high-end, lower-cost push
    The 2026 China International Optoelectronic Exposition (CIOE) closed on September 11. While near-eye display applications such as AR/VR and smart glasses drew attention, vendors' latest...
    Monday 14 September 2026
    Aurotek posts record August revenue on semiconductor, robot shipments

    Taiwanese robotics component maker Aurotek attributed its strong revenue growth in August 2026 to continued robust customer pull-ins...

    Friday 11 September 2026
    CIOE 2026: Hitachi relies on partnerships, not proprietary tech, to ride China's optical boom

    At an optoelectronics trade expo in China, Hitachi High-Tech used its booth not to unveil a flagship product of its own, but to showcase...

    Thursday 10 September 2026
    Phison pushes in-house AI solutions as August revenue surges to record high
    Phison Electronics continues to benefit from the rapid growth in demand for artificial intelligence (AI) infrastructure, AI inference, and enterprise storage, with its Phison AI Data...
    Thursday 10 September 2026
    CIOE 2026: Morphotonics draws on display background to break AR waveguide bottlenecks
    At the China International Optoelectronic Expo (CIOE), Morphotonics, a Netherlands-based nanoimprint lithography company, made the case that the quickest way to reach affordable AR...
    Thursday 10 September 2026
    Apple just put a US$700 premium on hinges — seven supply chain takeaways
    These are the seven supply chain takeaways from Apple's announcements on September 9, covering new iPhone models, new AirPods, chips, and upgrades to its ecosystem.
    Thursday 10 September 2026
    Apple names 2nm node for the first time since 2024 — and raises prices on every iPhone it still sells
    Apple used its 2026 iPhone launch to do two things it had avoided for years: name the process node in its flagship chip, and raise the price of phones already on sale. Both moves point...
    Thursday 10 September 2026
    Apple bets on new sensors and S11 chip to differentiate its 2026 watches
    Behind the foldable, Apple used the same event to rebuild the sensing hardware in its wearables and to push active noise cancellation down to US$129. Apple announced the Apple Watch...
    Wednesday 9 September 2026
    AI servers push Asus' August revenue up 51%
    Asus reported consolidated revenue of NT$94.96 billion (US$3.02 billion) in August 2026, up 12.87% from July and 51.17% from a year earlier — the second-highest monthly figure...
    Wednesday 9 September 2026
    CIOE 2026: Luxshare bets on flat optics to solve AR glasses' weight problem
    At its booth at the China International Optoelectronic Expo (CIOE), Luxshare and its camera-module affiliate Luxvisions showcased the components they believe will define the next generation...
    Wednesday 9 September 2026
    Ample Electronic hits 120% utilization as MLCC customers step up copper paste orders
    Ample Electronic Technology said strong demand for passive components and artificial intelligence (AI) server-related products is boosting business momentum, as multi-layer ceramic...
    Wednesday 9 September 2026
    Verizon, Corning strike multi-billion-dollar fiber deal for broadband and AI buildout
    Verizon and Corning have agreed to a multi-billion-dollar supply deal that could shape broadband access and artificial intelligence infrastructure well beyond the US. The pact underscores...
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    GlobalExhibition
    BIZ FOCUS
    Sep 14, 08:00
    Hauman Unveils Micro LED Testing Breakthrough for AI Optical Interconnects
    Monday 14 September 2026
    Scaling Photonics: Assembly, Test and Fiber Automation at SEMICON Taiwan
    Friday 11 September 2026
    Toward Technologies Redefines Relay Solutions at SEMICON Taiwan 2026
    Friday 11 September 2026
    DAS Expands in Taiwan and Unveils World First at SEMICON
    Semicon_TW