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Sunday 8 March 2026
DynaPack plans triple BBU capacity expansion to meet AI data center demand
With AI data centers now integrating battery backup units (BBU), battery module maker DynaPack plans to add an additional 200% to its production capacity at its Taiwan and Thailand...
Sunday 8 March 2026
SpaceX shifts from GaAs as scalable silicon and perovskite solar technologies advance
In early 2026, Tesla CEO Elon Musk visited China to inspect its solar supply chain, focusing on back-contact, heterojunction, and perovskite technologies. This move suggests a reevaluation...
Saturday 7 March 2026
GCS eyes 200G optical component ramp in 2026 as AI demand grows

Driven by AI workloads, global data traffic is expanding rapidly. Compound semiconductor firm GCS Holdings said the optical...

Saturday 7 March 2026
Largan avoids low-margin orders as optical industry enters slow season
Adam Lin, chairman of optical lens and optoelectronics maker Largan Precision, emphasized the company's strategic focus on avoiding orders with low profit margins that could reduce...
Friday 6 March 2026
AW 2026: how AX is advancing traditional automation

Automation World (AW) 2026 has concluded at COEX in Seoul, marking a turning point regarding hardware-centric automation. As the industry faces...

Friday 6 March 2026
AP Memory expands S-SiCap capacity as chipmakers shift toward custom memory
AP Memory expects growth momentum to extend into 2026, with revenue visibility already exceeding the typical six-month outlook seen in previous years. Tight supply in the global memory...
Friday 6 March 2026
Amkor eyes triple revenue growth in 2.5D and HDFO packaging for 2026
Semiconductor OSAT leader Amkor has announced plans to boost its capital expenditure budget for 2026 to US$2.5-3 billion, prioritizing expansion of advanced packaging capacities such...
Friday 6 March 2026
Europe's automakers brace for energy and logistics shocks from Middle East tensions

Rising tensions in the Middle East are adding a new layer of uncertainty for the global automotive industry, raising the risk that geopolitical...

Friday 6 March 2026
Supply-chain firms become front-line partners as tech outpaces testing and standards
Rapid iteration in AI and low-earth orbit satellite communications has pushed suppliers to assume design and validation roles, reshaping Taiwan's position in global manufacturing e...
Friday 6 March 2026
Cheng Mei Materials launches semiconductor films with 1Q26 shipments
Cheng Mei Materials' pivot to semiconductor materials could reshape Taiwan's advanced packaging supply chain, as the company begins shipments and commits new capital to scale production...
Friday 6 March 2026
Tesla to reportedly double AI6 chip orders, boosting Samsung Texas plant utilization

The semiconductor industry had widely expected Samsung's Taylor fab to begin large-scale production before the end of 2026. However, the...

Friday 6 March 2026
China's mature process chip investments alarm Taiwan; government urged to audit local firms' China production
Taiwan's Legislative Yuan has yet to review the 2026 central government budget amid political deadlock, but lawmakers have raised concerns over China's massive subsidies and capacity...
Thursday 5 March 2026
Excellence Opto's Mexico expansion and AI orders set stage for margin improvement and supply-chain resilience
Excellence Optoelectronics reported a new monthly revenue high of NT$606 million (approx. US$19.31 million) for February 2026, a 7.38% increase from January and a 31.58% rise year-over-year,...
Thursday 5 March 2026
Commentary: HBM hybrid bonding race heats up, but memory makers slow to adopt
Competition in the high bandwidth memory (HBM) market is intensifying, prompting equipment makers such as Hanwha Semitech and Semes to accelerate...
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...