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NEWS TAGGED PASSIVE, PCB, OTHER IC COMPONENTS
Wednesday 31 December 2025
South Korean PCB industry faces cost challenges as AI drives raw material prices up
The South Korean printed circuit board (PCB) industry is struggling as soaring gold and copper prices, up 50% and 30% respectively since early 2025, increase production costs. Despite...
Wednesday 31 December 2025
The chip industry in 2025: Boom, rivalry, and a fragile new order
In 2025, generative AI investments are reshaping the global semiconductor industry. Nvidia, TSMC, and their supply chains emerge as the biggest winners. But the boom brings new challenges...
Wednesday 31 December 2025
Copper surge ends CCL price war between China and Taiwan
Amid rising concerns over global copper supply shortages, London Metal Exchange (LME) copper prices have surged nearly 40% since early 2025, significantly increasing cost pressures...
Saturday 27 December 2025
EV slump hits Taiwan's auto PCB suppliers
Taiwan's automotive printed circuit board suppliers are facing mounting shipment pressure as global vehicle demand remains weak into early 2025, with consumers and automakers hesitating...
Friday 26 December 2025
Semiconductor, defense drive ChenFull Precision's 2026 performance toward double-digit growth
ChenFull Precision president CM Lai stated during an earnings call on December 24 that looking ahead to 2026, strong growth momentum in both the semiconductor and defense sectors...
Friday 26 December 2025
South Korean giants race to mass-produce semiconductor glass substrates in 2026
As demand for artificial intelligence (AI) semiconductors continues to surge, the market for glass substrates, which are widely regarded as a critical material for next-generation...
Friday 26 December 2025
Honey Hope Honesty expects growing demand for high-end MLCCs driven by AI infrastructure in 2025 and 2026
Electronic component distributor Honey Hope Honesty anticipates significant growth in sales of high-end multilayer ceramic capacitors (MLCCs) fueled by rising demand from AI servers...
Friday 26 December 2025
FineMat pivots to drones, chip packaging amid China's display supply chain localization
FineMat Applied Materials is retooling its business as China's push to localize its display supply chain cuts into demand for the Taiwanese company's core products, prompting new...
Tuesday 23 December 2025
Chinese chip resistor makers cut production to address oversupply; Taiwan firms remain cautious
Chinese chip resistor manufacturers have cut production by 10-60% amid oversupply, but major firms haven't, limiting recovery. Taiwanese firms expect improvements by late 2026.
Monday 22 December 2025
Protection component prices stabilize: Thinking Electronic pins 2026 growth on AI

Record-high precious metal prices upstream are tightening cost pressure across the passive components industry, but the impact on protection...

Monday 22 December 2025
Memory supercycle exposes T-Glass constraint, tightening BT substrate supply
As the global memory industry enters a supercycle driven by structural supply shortages, BT substrates for memory chips are also tightening. Taiwan-based IC substrate makers Kinsus...
Monday 22 December 2025
AP Memory sets 2026 mass production timeline for S-SiCap discrete silicon capacitors

AP Memory is expanding into AI servers and high-performance computing, with its S-SiCap roadmap delivering concrete progress. Fourth-generation...

Monday 22 December 2025
Apaq Technology sees strong growth in solid capacitors driven by AI demand
Apaq Technology reported a sharp rise in demand for solid capacitors, fueled primarily by AI servers and AI PCs, during an investor briefing on December 17. General Manager ST Lin...
Monday 22 December 2025
Rafael Micro pivots to optical links and ASICs for 2026 growth

Rafael Microelectronics is positioning optical communications and custom ASIC services as the twin pillars of its growth strategy heading into 2026,...

Friday 19 December 2025
Taiwan makes silicon photonics a pillar of its new national AI strategy

Taiwan is seeking to anchor itself at the center of the next wave of artificial intelligence infrastructure, with silicon photonics elevated...