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    NEWS TAGGED PASSIVE, PCB, OTHER IC COMPONENTS
    Thursday 12 March 2026
    AI demand tightens supply of high-end MLCCs; Nichidenbo sees limited US-Iran impact on tantalum capacitors
    Managing director Yao-Kuo Yu of Nichidenbo, a passive component distributor, stated that the AI industry's growing demand for passive components continues to tighten supplies of high-end...
    Wednesday 11 March 2026
    Nvidia narrows CoWoP PCB partners to three amid advanced packaging crunch
    Advanced packaging capacity is tightening, and Nvidia is quietly pushing its Chip-on-Wafer-on-PCB (CoWoP) technology forward. The company is working with PCB, semiconductor packaging,...
    Tuesday 10 March 2026
    Zhen Ding posts slight 4% revenue drop in February amid strong AI demand
    Major printed circuit board (PCB) manufacturer Zhen Ding Technology reported a slight 3.97% year-over-year decline in February 2026 revenue to NT$11.72 billion (US$367.45 million),...
    Tuesday 10 March 2026
    TSMC expansion triggers filter material shortage and price surge
    As the global semiconductor manufacturing process advances below 2nm, wafer fabs are demanding increasingly stringent cleanroom environments. This has rapidly boosted demand for airborne...
    Tuesday 10 March 2026
    Exclusive interview: Ayar Labs CEO Mark Wade says mass production capability remains a challenge for silicon photonics
    US silicon photonics (SiPh) company Ayar Labs recently completed its Series E funding round. In addition to numerous capital firms participating, Taiwanese companies MediaTek and Alchip...
    Tuesday 10 March 2026
    PCB drill bit maker Topoint sees tight supply of high-end coated drills, targets 55% sales share in 2026
    PCB drill bit and drilling service provider Topoint reported that strong demand from PCB industry customers has kept supply of high-end coated drill bits tight. Although drill bit...
    Monday 9 March 2026
    DuPont spin-off Qnity invests US$61.5M to expand advanced chip material production in Taiwan
    US semiconductor and electronic materials company Qnity Electronics announced a US$61.5 million investment in Taiwan by acquiring the N9 plant in Zhunan, Miaoli, from Ennostar, aiming...
    Monday 9 March 2026
    Tungsten prices surge nearly 6x amid China export controls and geopolitical tensions with Japan
    Geopolitical strains between China and Japan have intensified following Japanese Prime Minister Sanae Takaichi's remarks on "Taiwan contingencies," impacting Japanese firms' access...
    Monday 9 March 2026
    LEO satellite boom pressures Taiwanese PCB suppliers as shipments ramp up
    The global space communication industry is expanding as the commercialization of low Earth orbit (LEO) satellites accelerates, with upstream printed circuit board (PCB) suppliers like...
    Thursday 5 March 2026
    Analysis: AI PCB rivalry across four economies puts Taiwan under pressure
    Rising geopolitical tensions and surging demand for AI applications are reshaping the global printed circuit board (PCB) industry. The Taiwan Printed Circuit Association (TPCA) notes...
    Thursday 5 March 2026
    Japanese-led price surge in inductors could reshape mid-to-high-end passive components market and shift share to Taiwanese suppliers
    Global passive components suppliers are entering a new price-hike cycle in 2026 as Murata Manufacturing and TDK Corporation prepare steep increases for inductors, with reported single...
    Thursday 5 March 2026
    Glass fiber shortage hits IC substrates, MGC follows Resonac with 30% CCL price hike

    Demand from Nvidia and Apple has intensified shortages of high-end glass fiber cloth used in IC substrates, driving broad price increases...

    Wednesday 4 March 2026
    AblePrint Technology offsets forex losses with strong equipment shipments, maintains 2025 profit
    AblePrint Technology (APT) reported a consolidated revenue of NT$2.302 billion (US$72.4 million) in 2025, up 27.91% year-over-year, driven by robust shipments of pneumatic and thermal...
    Wednesday 4 March 2026
    SmartSens raises CIS prices 10-20% for Samsung, Nexchip output on memory cost pressure

    China-based CMOS image sensor (CIS) supplier SmartSens Technology has notified customers of price increases, stating that from March 1,...

    Tuesday 3 March 2026
    Yageo subsidiary Kemet hikes tantalum capacitor prices for third time as strong AI server demand continues
    As artificial intelligence (AI) server applications consume large amounts of tantalum polymer capacitors, the supply-demand gap in the market continues to widen. Kemet, a subsidiary...
    2/47 pages
    Research Report Database
    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook