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Thursday 12 March 2026
AI server tracker: Taiwan power holds firm, substrates cool, thermal demand surges in February
Taiwan's electronics supply chain reported mixed February 2026 revenue results, reflecting both seasonal factors and continued demand in AI-related hardware segments. The following...
Thursday 12 March 2026
Taiwan supply chains show resilience amid global conflicts, says Qisda chairman
With the ongoing military conflicts in the Middle East creating global uncertainties, Qisda chairman Peter Chen warned that prolonged warfare could trigger inflation and disrupt consumer...
Wednesday 11 March 2026
Vivo targets 20% growth for Taiwan phone sales in 2026 despite component price hikes
Vivo unveiled its V70 series in Taiwan on the March 10, aiming to drive continued growth in its 2026 local operations by bringing flagship features to a broader audience. Although...
Wednesday 11 March 2026
Inmax advances into memory supply chain with DDR wafer-level test system
Inmax recently announced that its self-developed DDR wafer-level test system has been adopted by a major DDR memory manufacturer and has successfully been validated for mass production...
Tuesday 10 March 2026
TSMC February 2026 revenue climb on AI demand despite seasonal dip
TSMC reported February 2026 revenue of NT$317.66 billion (US$10 billion), up 22.2% year over year but down 20.8% month over month from January's NT$401.26 billion, according to the...
Tuesday 10 March 2026
Samsung bets on Galaxy S26 to beat the odds in Taiwan
Samsung has opened preorders in Taiwan for the Galaxy S26 series, its latest flagship smartphone lineup. The launch comes amid cautious industry sentiment surrounding smartphone de...
Tuesday 10 March 2026
SK On cuts nearly 1,000 jobs at US battery plant as EV demand wanes
South Korea's SK Innovation (SKI) subsidiary SK On announced on March 6 a reduction of 968 employees—37% of its 2,566-strong workforce—at its battery factory in Commerce,...
Tuesday 10 March 2026
PCB drill bit maker Topoint sees tight supply of high-end coated drills, targets 55% sales share in 2026
PCB drill bit and drilling service provider Topoint reported that strong demand from PCB industry customers has kept supply of high-end coated drill bits tight. Although drill bit...
Tuesday 10 March 2026
Japan targets JPY40 trillion in domestic semiconductor sales by 2040
Japan plans to boost domestic semiconductor sales to JPY40 trillion (approx. US$253.5 billion) by 2040, a sharp increase from current levels, as the government intensifies efforts...
Monday 9 March 2026
US auto market hits a wall as subsidies dry up and buyers max out
The US automotive market is entering a clear cooling and consolidation phase in 2026. Three forces are converging: fading subsidies, lost tariff-related buying incentives, and weakening...
Monday 9 March 2026
Taiwan server makers race to add quantum capabilities to protect future orders

AI servers priced roughly ten times higher than conventional servers now dominate global shipments, with about 90% assembled in Taiwan....

Monday 9 March 2026
Mitsui partners with Kaynes and AOI Electronics to support Indian OSAT business
Mitsui has concluded a strategic business partnership agreement with Kaynes Semicon Private Limited, an OSAT (semiconductor back-end process) company in India, and AOI Electronics,...
Monday 9 March 2026
Nvidia halts China-bound H200 production, shifts TSMC capacity to Vera Rubin

Nvidia has halted production of artificial intelligence (AI) chips intended for the Chinese market and redirected manufacturing capacity...

Monday 9 March 2026
RichWave sees steady Wi-Fi 7 demand despite 4Q25 revenue dip, Wi‑Fi 8 eyed for 2028 rollout
RF front-end supplier RichWave reported at an investor briefing on March 6 that steady demand for Wi-Fi 7 coincided with a slight sequential revenue decline in the fourth quarter of...
Monday 9 March 2026
Samsung keeps Galaxy S26 price hikes modest in Taiwan as memory costs rise
Samsung Electronics officially unveiled its annual flagship Galaxy S26 series and Galaxy Buds4 Bluetooth earphones on February 26, with Taiwan promotions announced on March 4. Rising...