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    Commentary: How FCC ban proposal is affecting China’s optical module makers
    2h 27min ago
    Exclusive: Musk builds a US solar supply chain that may extend to polysilicon
    2h 27min ago
    Potenial curbs on Chinese data center optical modules creates opportunities for non-red supply chains
    2h 28min ago
    TSMC expands CoW outsourcing to OSATs, benefiting South Korean equipment makers
    2h 29min ago
    Offshore wind projects face bidding failures as supply chain warns of a market gap
    2h 29min ago
    China's overcapacity curb and US's potential tariffs double squeeze polysilicon supply chain
    2h 30min ago
    NEWS TAGGED PASSIVE, PCB, OTHER IC COMPONENTS
    Wednesday 5 August 2026
    AI chip demand revives co-investment deals as ABF substrate capacity fills through 2028
    AI chip demand is tightening supply of IC substrates, prompting Nvidia, AMD, and hyperscalers to lock in Ajinomoto Build-up Film (ABF) capacity through 2028 and press suppliers to...
    Wednesday 5 August 2026
    Aurona lifts ABF and CCL shipments, eyes capacity expansion in 3Q26

    Aurona said shipments of ABF substrate pads and CCL-related packaging materials both rose, extending its growth momentum in the second...

    Tuesday 4 August 2026
    Samsung Electro-Mechanics reportedly fast-tracks Philippine MLCC plant in wake of AI-driven price hikes

    Samsung Electro-Mechanics (SEMCO) is reportedly pulling forward the start-up of its first overseas multilayer ceramic capacitor (MLCC)...

    Tuesday 4 August 2026
    Taiwan specialty chemical firm expands Taiwan, China capacity on AI materials boom, eyes 20% revenue gain in 2026
    Taiwan-based specialty chemicals supplier Johnson Fine Chemical expects robust growth in electronic materials demand driven by AI, high-performance computing (HPC) and advanced communications...
    Tuesday 4 August 2026
    Kinsus boosts spending as global IC substrate supply stays tight
    Kinsus said stronger second-quarter results and fresh capital spending reflect continued strain in the global IC substrate market, where demand from AI, CPU, GPU, and ASIC customers...
    Monday 3 August 2026
    AI infrastructure orders extend PCB expansion race
    Global demand for AI infrastructure is rising, and as order visibility improves, the PCB supply chain has launched a marathon of factory expansion. Upstream copper-clad laminate (CCL)...
    Monday 3 August 2026
    India expands chip talent pipeline amid surging global chip demand
    India has stepped up efforts to build a larger semiconductor workforce through training, curriculum reform, and industry partnerships. The plan matters beyond India because chip supply...
    Monday 3 August 2026
    Samsung Electro-Mechanics deepens AI supply-chain bet with new contracts, eyes glass substrate production in 2027
    Samsung Electro-Mechanics used its second-quarter earnings call to signal that its bet on AI infrastructure is paying off and about to get bigger, pointing to a run of long-term supply...
    Monday 3 August 2026
    Flexible PCB maker Flexium sees AI server shipments doubling after 2Q margin turns positive
    Flexium Interconnect said its second-quarter operating loss narrowed from the previous quarter as new flexible printed circuit products entered mass production for a US customer's...
    Monday 3 August 2026
    C.C.P. Contact Probes teams with chipmaker on MEMS probes and test-cleaning sheets
    C.C.P. Contact Probes said it has expanded its presence in the AI sector through a joint development project with a major semiconductor company covering microelectromechanical systems...
    Monday 3 August 2026
    AI server demand revives long-term MLCC supply agreements as shortages intensify
    Surging demand for AI servers is tightening global capacity for high-end passive components, prompting customers to once again pursue long-term supply agreements (LTSAs) as they seek...
    Saturday 1 August 2026
    Elite Material posts record 2Q result on strong AI-related demand
    Elite Material Co. said booming demand for advanced materials used in AI hardware kept its factories fully loaded in the second quarter of 2026, lifting revenue and profit to record...
    Saturday 1 August 2026
    Thintronics wins proposed US CHIPS incentives for advanced substrate technology
    Thintronics, a semiconductor interconnect company, said in a press release on July 29 that it had signed a letter of intent with the US Department of Commerce and the CHIPS Research...
    Friday 31 July 2026
    AI server boom reshapes MLCC pricing as capacity shifts upmarket

    The rapid expansion of AI infrastructure is reshaping one of the semiconductor industry's most overlooked component markets. Soaring...

    Friday 31 July 2026
    Semco reportedly expands SoulBrain partnership to advance glass substrate materials for AI chip packaging

    Samsung Electro-Mechanics (Semco) is broadening its collaboration with South Korean materials supplier SoulBrain beyond glass substrate...

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    BIZ FOCUS
    Jul 30, 08:00
    EDOM Accelerates Edge AI Deployment with NVIDIA Technologies
    Monday 1 June 2026
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Thursday 30 July 2026
    ACCM Introduces Celeritas SMC: A Production-Ready, Silicon-Matched Core for Advanced Packaging
    Wednesday 29 July 2026
    Arrow Drives System-Level Design, Turning Complexity into Competitive Advantage
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