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Friday 21 August 2026
Automation Taipei 2026: The invisible joint — why aerospace lightweighting is rewriting how parts are built
The aerospace industry's pursuit of lighter structures has long centered on advanced alloys, composites and additive manufacturing. But as aircraft and spacecraft shed weight, another...
Friday 21 August 2026
Automation Taipei 2026: German suppliers target aerospace's hidden manufacturing bottlenecks
Aircraft and spacecraft may be judged by thrust, payload capacity, and range, but the German Industry Solutions Session held at Automation Taipei 2026 on August 20 suggested that some...
Thursday 20 August 2026
China reportedly delays germanium, quartz clearances, impacting Taiwan optics and aerospace suppliers
China has reportedly delayed customs clearance for critical materials — including germanium, quartz-based materials and neodymium magnets — since 2025, lengthening delivery...
Thursday 20 August 2026
AI drives network equipment demand as parts shortages deepen
AI data center expansion and rising demand for enterprise network upgrades continue to lift the network equipment market, giving several vendors better order visibility. But surging...
Thursday 20 August 2026
Nvidia, TSMC, chip gear makers ride AI boom into high-margin club
Strong AI demand is driving a wave of high profitability across the semiconductor supply chain, with equipment and materials suppliers increasingly joining a "high-margin club." Trailing...
Thursday 20 August 2026
Kenmec subsidiaries target SiC, AIDC growth

Kenmec Group founder and president Frank Hsieh said on August 19 that two of the company's new businesses have taken shape, with Taisic...

Thursday 20 August 2026
High-end PCB supply tightens as CCL expansions face delays
As AI applications demand faster data transmission from PCBs, M8 and higher-grade copper-clad laminate (CCL) materials are becoming increasingly mainstream in server boards. The shift...
Wednesday 19 August 2026
EU tightens recycled-content rules as material traceability becomes a new battery market barrier
The European Union is moving to tighten recycling requirements for rechargeable batteries, including electric vehicle batteries, industrial energy storage batteries, and automotive...
Wednesday 19 August 2026
Charts: Taiwan's materials suppliers split: wafer giants stall, substrate and lead-frame names run

The two largest silicon wafer companies are the sector's slowest growers on a cumulative basis. Everything running fast sits downstream...

Wednesday 19 August 2026
LG's raw material costs jump by over KRW1 trillion in 1H26, auto components hit hardest

Rising chip and copper prices are rapidly increasing cost pressure on LG Electronics.

Tuesday 18 August 2026
Daxin Materials accelerates semiconductor push with 12 products in mass production
Daxin Materials is expanding its semiconductor footprint, with semiconductor materials accounting for nearly 23% of revenue in the second quarter of 2026. The company expects the segment...
Tuesday 18 August 2026
TSC sees semiconductor material prices rise up to 15% as petrochemical costs squeeze supply

Topco Scientific (TSC) said at its second-quarter 2026 earnings conference that rising upstream petrochemical costs are pushing up...

Tuesday 18 August 2026
Analysis: China's AI chip ambitions collide with Ajinomoto's 95% grip on ABF film

China's semiconductor self-reliance campaign is moving beyond lithography machines and advanced processors into less visible materials...

Tuesday 18 August 2026
India moves beyond electronics assembly as new approvals deepen component and equipment ambitions

India is moving into the next phase of its electronics manufacturing strategy, using its progress in downstream assembly as a base...

Tuesday 18 August 2026
South Korea-India venture Indichem targets semiconductor materials supply chain without China
A new joint venture between South Korean and Indian chemical firms is betting that semiconductor materials can be made without touching China at any stage, positioning itself as an...