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NEWS TAGGED PASSIVE, PCB, OTHER IC COMPONENTS
Thursday 26 February 2026
Yageo posts 82% profit jump in 4Q25 on AI-driven product mix
Taiwanese passive component giant Yageo reported a strong operational rebound in the fourth quarter of 2025, driven by continued growth in demand related to artificial intelligence...
Wednesday 25 February 2026
Unimicron names UMC's SC Chien chair in substrate strategy shift
Unimicron held an investor conference on 25 February 2026. A day earlier, its board approved the appointment of UMC co-president SC Chien as chairman and group chief strategy officer...
Wednesday 25 February 2026
Chart: Why Taiwan's OSAT sector just flipped the switch

The latest January revenue data for Taiwan's Outsourced Semiconductor Assembly and Test (OSAT) sector—disclosed this month—confirms...

Wednesday 25 February 2026
Unimicron's 4Q25 profit surpasses combined earnings of first 3 quarters; 2026 capex raised to NT$34 billion
Given the steady demand for AI and high-performance computing (HPC) chips, Unimicron stated that orders for IC substrates and PCBs have picked up. This has not only steadily increased...
Wednesday 25 February 2026
Walsin Technology boosts Matsuo Electric stake to expand product lines
Walsin Technology Corporation announced plans to invest JPY508 million (US$3.27 million) to increase its shareholding in Japan's Matsuo Electric, a move the passive components maker...
Wednesday 25 February 2026
MLCC prices to climb as AI demand hits full capacity
The global multilayer ceramic capacitor (MLCC) market is on the brink of a price surge as Japanese and Korean giants grapple with record demand from AI data centers. Samsung Electro-Mechanics...
Wednesday 25 February 2026
ASE accelerates panel-level packaging push with fully automated 310mm line by 2026
AI and high-performance computing chip demand continue to expand, keeping TSMC's CoWoS capacity tight into 2026. The supply constraint is pushing Taiwan's major OSAT providers, including...
Wednesday 25 February 2026
China AI server buildout strains optical module, MLCC capacity
China's AI data center supply chain gained renewed focus after the Lunar New Year holiday, as optical module and MLCC suppliers pointed to sustained demand from hyperscale infrastructure...
Tuesday 24 February 2026
Chart: Small specialists outrun giants in Taiwan's semiconductor materials market

Following the February 10th disclosure deadline for Taiwan-listed companies, the January 2026 revenue reports for the semiconductor materials sector...

Tuesday 24 February 2026
CMAT sees order visibility extending two quarters ahead as test interface structural precision upgrades
The rapid development of AI and high-performance computing (HPC) chips is providing long-term demand support for the semiconductor advanced testing interface supply chain, driving...
Tuesday 24 February 2026
Taiwan's CMAT to debut as AI chip testing boom lifts margins
Semiconductor test interface component manufacturer Certain Micro Application Technology (CMAT) announced during a media gathering that it will officially begin trading on the Taipei...
Tuesday 24 February 2026
Analysis: Foxconn's India semiconductor push signals deeper localization and supply-chain shift
Foxconn's move from assembly to semiconductor packaging in India marks a strategic deepening that could accelerate local supply-chain integration and influence global EMS competition,...
Tuesday 24 February 2026
Analysis: MediaTek’s long game in cloud silicon
MediaTek CEO Rick Tsai set the climate for the company's growth trajectory at the International Solid-State Circuits Conference (ISSCC) 2026, centering his keynote speech on cloud...
Monday 23 February 2026
Weekly news roundup: memory impacts, AI infrastructure, and policy uncertainty
Below are the most-read DIGITIMES stories from the week of February 16-22, 2026.
Saturday 21 February 2026
Glass fiber shortage intensifies capacity battle, pushing prices higher and reshaping PCB supply chains
The ongoing global shortage of glass fiber, a critical upstream material for PCBs, has escalated competition among major end customers and is driving a structural reallocation of capacity...