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Thursday 18 December 2025
China's polarizer consolidation cools capacity growth, easing price pressure in 2026
China hosts the world's largest display panel capacity, pulling upstream suppliers into an increasingly concentrated ecosystem. In polarizers, a string of acquisitions has pushed...
Thursday 18 December 2025
Acer's Highpoint Service Network lists in Taiwan, taps second growth engine
Highpoint Service Network (HSN), a multi-brand after-sales service integrator under the Acer Group, officially began trading on Taiwan's over-the-counter (OTC) market on December...
Thursday 18 December 2025
Niching targets multi-year vapor chamber upswing, insulates margins against metal costs
Niching Industrial Corp., a supplier of semiconductor packaging and testing materials, said revenue in 2025 is likely to hit a record high, driven by rising cooling demand from AI...
Thursday 18 December 2025
SYNergy ScienTech targets drone battery market after BBU expansion
Lithium battery maker SYNergy ScienTech is eyeing the growing demand for batteries in drones and unmanned vehicles by investing in related product development in 2025. With R&D...
Thursday 18 December 2025
Manufacturing giant Jabil signals confidence with higher targets for 2026
Jabil Inc., the global manufacturing linchpin that assembles everything from medical devices to data center racks, reported on Wednesday a surge in quarterly profit and revenue that...
Thursday 18 December 2025
Micron says fab start-up costs to have limited impact on gross margins despite expansion push
Micron Technology signalled confidence in sustaining elevated gross margins as its memory portfolio shifts further toward high-value products, even as new fab investments begin to...
Thursday 18 December 2025
Micron's blowout quarter underscores tightening memory supply and rising AI leverage
Micron Technology's latest financial results point to a deepening structural upswing in the memory market, with AI-driven demand pushing pricing, margins, and investment plans higher,...
Thursday 18 December 2025
Murata to mass-produce VPD power modules for AI servers in 2026
Murata Manufacturing plans to start mass production of AI server power modules in 2026 and is coordinating with major cloud service providers. The company expects the business to...
Thursday 18 December 2025
MilDef Crete to double rugged PC output amid defense order surge
MilDef Crete, a Taiwan-based maker of rugged computers, is accelerating a major capacity expansion as rising global defense spending fuels a surge in military orders, positioning...
Wednesday 17 December 2025
Taiwan IPC industry and player status, 2025

Introduction

Wednesday 17 December 2025
Polytronics bets on 2026 turnaround as US defense orders rebound

Taiwan-based circuit protection component maker Polytronics said its business likely hit a trough in 2025 and is poised for recovery next...

Wednesday 17 December 2025
Sixxon Tech shifts gears, ramps up industrial, medical, and energy focus to reduce auto reliance
Taiwan-based component supplier Sixxon Tech reported broad-based revenue growth across all product lines in the first three quarters of 2025 and outlined an expansion-driven strategy...
Wednesday 17 December 2025
Wah Hong ramps up mass production for smart meter applications with shipments surging
Wah Hong Industrial, a leading Taiwanese optical film and advanced materials maker, remains focused on product upgrades and structural adjustments to enhance overall competitiveness,...
Wednesday 17 December 2025
MSScorps eyes rebound as angstrom-era and silicon photonics demand surges
MSScorps signaled a business recovery on Wednesday following a midyear lull, citing surging demand for angstrom-era semiconductor manufacturing and silicon photonics as key drivers...
Wednesday 17 December 2025
Memory shortages threaten to cut panel demand in 2026
Based on estimates from third-party market research firms, small- and medium-sized panel maker HannStar Display stated that the 2026 panel market is expected to be relatively stable,...