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Thursday 6 August 2026
Largan July 2026 revenue rises 11% as CPO samples progress

Largan announced on August 5 that July revenue reached NT$4.877 billion (US$150.8 million), up 31% month-over-month and 11% year-over-year...

Thursday 6 August 2026
Tesla taps Samsung Electro-Mechanics, LG Innotek for Cybercab camera modules, report says

Tesla has reportedly selected Samsung Electro-Mechanics and LG Innotek to supply camera modules for the Cybercab, a move that would give...

Thursday 6 August 2026
iBase Solution unit lands U.S. optical module cooling orders after July launch
Industrial computer maker iBase Solution said its new subsidiary, which began operations in July 2026, has already moved into production after completing qualification with US customers...
Thursday 6 August 2026
Exclusive: Musk pushes US solar supply chain upstream as polysilicon ambitions emerge
Elon Musk is accelerating plans to establish a fully integrated US solar manufacturing ecosystem through Tesla and SpaceX, with a combined long-term capacity target of 200 GW. His...
Thursday 6 August 2026
TSMC's CoW outsourcing spurs OSAT capacity push amid AI packaging bottleneck
Taiwan Semiconductor Manufacturing Co. (TSMC) is expanding outsourcing of the chip-on-wafer (CoW) stage of its CoWoS advanced packaging to outsourced semiconductor assembly and test...
Thursday 6 August 2026
Commentary: Why China's AI optical-module dominance is Washington's next target

The AI boom is accelerating data-centre expansion and turning high-speed optical interconnects into the next globally scrutinised supply...

Thursday 6 August 2026
China steps up EV battery and smart-driving inspections on five automakers

China's Ministry of Industry and Information Technology launched surprise inspections in late July 2026 at five electric vehicle makers...

Thursday 6 August 2026
India's ASIP Technologies makes FCBGA core of OSAT plan
ASIP Technologies will focus its Visakhapatnam semiconductor facility on flip-chip ball grid array packaging as it works toward volume production in the fourth quarter of 2027, Managing...
Thursday 6 August 2026
Samsung pitches 5nm as HBM4, Nvidia orders push 4nm lines to full capacity
Samsung Electronics' foundry arm is stepping up sales of its 5nm process as its more advanced 4nm capacity is expected to remain fully booked through 2027, driven by HBM4 base-die...
Thursday 6 August 2026
US curbs on Chinese data-center optics open orders to non-China suppliers
The US Federal Communications Commission is reportedly considering restrictions on new models of Chinese-made optical transceivers used in data centers, potentially exposing suppliers...
Thursday 6 August 2026
FOPLP leads production as CoPoS advances glass packaging
AI chip computing power is rising rapidly, pushing advanced packaging toward larger form factors, higher bandwidth, and greater integration. Traditional Ajinomoto build-up film (ABF)...
Thursday 6 August 2026
Interview: Ayar Labs CEO sees CPO scale-up volumes rising in 2028-2029
The 2026 Open Compute Project (OCP) APAC Summit will be held in Taipei on August 11-12, bringing together global cloud service providers (CSPs), semiconductor firms, silicon photonics...
Thursday 6 August 2026
China auto exports shift production and pressure suppliers in the first half of 2026
China’s auto industry shifted sharply in the first half of 2026 as export growth offset weakening domestic demand, pushing production toward export-connected manufacturing hubs...
Thursday 6 August 2026
Chicony Power wins US communications customer as AI server products move toward production
Chicony Power Technology Co. said on Aug. 4 that stronger demand for communication and server power improved its second-quarter 2026 product mix, even as higher raw material costs...
Wednesday 5 August 2026
Mitsubishi Electric, Daikin expand US production to meet data center cooling demand

Mitsubishi Electric is establishing a cooling-equipment production company in Ohio, joining Daikin Industries in bringing manufacturing...