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NEWS TAGGED PASSIVE, PCB, OTHER IC COMPONENTS
Wednesday 12 August 2026
MediaTek, Realtek, Himax, Elan eye optical communications boom in 2027
The use of optical communications in cloud AI data-center interconnect architectures is rising sharply, and Taiwan IC design firms including MediaTek, Realtek Semiconductor, Himax...
Wednesday 12 August 2026
Nichidenbo sees MLCC supply tightness as AI pushes lead times to 36 weeks

Passive component distributor Nichidenbo said supply of MLCCs and other products remains tight as AI servers and ASIC applications...

Wednesday 12 August 2026
OCP APAC 2026: Murata upgrades power, optical products as AI data centers strain global infrastructure
Murata Manufacturing has unveiled upgraded power converters and optical components, highlighting how rising AI workloads are pushing data centers worldwide toward denser, more efficient...
Tuesday 11 August 2026
YAGEO, Walsin post record July sales as AI demand lifts passive components
YAGEO and Walsin Technology reported strong July 2026 revenue as artificial intelligence demand continued to lift Taiwan's passive components sector. Both companies said orders from...
Tuesday 11 August 2026
Dynamic delays Thailand AI mass production, clouding 2026 revenue target

Dynamic said its Thailand plant will not begin mass-producing high-end AI products until the fourth quarter of 2026, a delay that could...

Tuesday 11 August 2026
China silicon wafer expansion accelerates: Eswin scales 12-inch capacity, Lion Micro consolidates 6- and 8-inch assets

China's silicon wafer industry is entering a new phase of simultaneous capacity expansion and consolidation, with Xi'an Eswin Material...

Tuesday 11 August 2026
Yesiang posts record revenue for third straight month on advanced process demand
Yesiang Enterprise, a major maker of advanced-process microcontamination control filters, reported strong first-half 2026 results and said July consolidated revenue reached NT$305...
Tuesday 11 August 2026
UK Semiconductor Center makes Taiwan debut at SEMICON, strengthening strategic ties

The UK Semiconductor Centre (UKSC), a leading organization in the UK semiconductor ecosystem, will lead a delegation of British semiconductor...

Tuesday 11 August 2026
TSMC affiliate VisEra scales AI optics with 1.6T silicon photonics
VisEra, the TSMC-affiliated optical components supplier, is expanding into AI optical interconnects and silicon photonics, with its MicroLens products for 800G pluggable transceivers...
Tuesday 11 August 2026
Taiwan optical firms diverge in CPO push as Corning looms large

Co-packaged optics (CPO) remains a key focus in the AI era. Beyond advanced packaging and testing, compound semiconductors, and other...

Monday 10 August 2026
Semiconductor material prices surge across silicon wafers, specialty gases and advanced packaging
Demand for advanced processes and packaging continues to rise, while the Middle East conflict is lifting energy and raw-material costs and tighter Chinese controls on strategic-mineral...
Monday 10 August 2026
Himax sees automotive DDI demand recover, set for double-digit growth
Taiwanese display driver IC (DDI) maker Himax Technologies announced its latest financial results and outlook for the third quarter of 2026, with second-quarter revenue beating expectations,...
Saturday 8 August 2026
Compeq says satellite and data center orders will drive second-half growth
Compeq Manufacturing said on August 6 that satellite and data center demand helped lift second-quarter performance, with revenue reaching a record for the period and management expecting...
Friday 7 August 2026
VisEra Technologies sees stronger 2H26 on recovering demand across three end markets
TSMC-affiliated optical sensing chipmaker VisEra Technologies said at its earnings conference on August 6 that business momentum rebounded significantly in the second quarter of 2026,...
Friday 7 August 2026
Zhen Ding Tech hits July revenue record on AI and consumer electronics demand

Zhen Ding Tech (ZDT) said July revenue reached its highest level so far in 2026, supported by strong momentum across mobile communications,...