News tagged Passive, PCB, other IC components at DIGITIMES

NEWS TAGGED PASSIVE, PCB, OTHER IC COMPONENTS

Friday 8 May 2026

AI infrastructure spending just doubled an IC distributor's revenue in one year

WT Microelectronics posted a record quarterly net profit in the first quarter of 2026, driven by an explosive surge in data center and server revenue that the company attributed to...

Friday 8 May 2026

BenQ Materials bets on CPO and microLED amid optical communications push

BenQ Materials is seeing its diversification begin to pay off as it pushes into co-packaged optics (CPO) and microLED. The polarizer maker said its subsidiary Cenefom's chemical mechanical...

Friday 8 May 2026

Zhen Ding Tech's AI push gains traction: server, IC substrate sales surge to records

High-end AI-related products continued to drive revenue growth at PCB maker Zhen Ding Tech (ZDT) in April, with server and optical communication revenue surging more than 230% year...

Thursday 7 May 2026

Darfon posts margin rebound as AI server MLCC demand lifts first-quarter results

Darfon Electronics reported that its first-quarter 2026 profit and gross margin improved as consolidated revenue rose 9.9% year on year to NT$6.025 billion (US$192.11 million). The...

Thursday 7 May 2026

Supply chain walks pricing tightrope as AI demand lifts costs

The rapid spread of generative AI applications and rising demand for computing power have pushed global data center construction into...

Wednesday 6 May 2026

VIS joins CoWoS chain with TSMC-backed Singapore interposer foundry

Vanguard International Semiconductor (VIS) said on May 5 that it has secured support from TSMC for a new interposer foundry line at its 12-inch Singapore fab, alongside a broader push...

Wednesday 6 May 2026

GCS Holdings says InP export controls remain top supply risk despite capacity and sourcing moves

Export controls on indium phosphide (InP) risk prolonging supply strains in the compound semiconductor market, GCS Holdings warned, affecting optical and RF component makers worldwide...

Wednesday 6 May 2026

GlobalWafers prepares inventory buffer as geopolitical factors push up gallium prices

Semiconductor silicon wafer supplier GlobalWafers said during its May 5 earnings call that it is advancing its next-generation compound semiconductor strategy. In response to advanced...

Tuesday 5 May 2026

AMI capacity sold out through 2028 as CCL makers race for high-end tools

The PCB industry is entering a new phase of transformation in the AI era, as rising demand for high-frequency and high-speed applications...

Tuesday 5 May 2026

As Nvidia goes to zero in China, Beijing races to fill the void

Nvidia CEO Jensen Huang said the company's share of China's data-center computing market has dropped to zero. The admission underscores how US export controls are reshaping the country's...

Tuesday 5 May 2026

SEMICON SEA 2026: the trillion-dollar chip era is already here

The global semiconductor industry is entering a "multi-trillion-dollar" growth cycle sooner than expected, SEMI President and CEO Ajit Manocha said, urging Southeast Asian countries...

Tuesday 5 May 2026

Machvision sales hit a record high on strengthening AOI demand

Machvision reported consolidated revenue of about NT$343 million (US$10.84 million) for April 2026, up 1.4% from the previous month and 3.75% from a year earlier, marking another monthly...

Tuesday 5 May 2026

CHPT posts record April revenue on AI-driven HPC demand

Semiconductor test interface provider Chunghwa Precision Test Tech (CHPT) said its revenue in April 2026 continued to set a new all-time monthly high, driven by rising demand for semiconductor...

Tuesday 5 May 2026

Intel's revival runs on politics and promises — but supply bottlenecks tell a different story

Intel's share price has hit historic highs as the semiconductor industry draws significant investor attention. But is this hype justified? DIGITIMES analyst Luke Lin took a deep dive...

Monday 4 May 2026

Win Semiconductors: GaAs and InP supply still meets production demand

Rising raw material prices have pushed up gallium arsenide (GaAs) substrate costs, squeezing a key material used in power amplifiers (PA). Win Semiconductors said that its scale gives...

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Feb 9, 08:00

iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory

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RESEARCH INSIGHTS

Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook