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Wednesday 12 August 2026
OCP APAC 2026: Nvidia SVP Shainer on taking CPO to mass production —'can't release something just because it's cool'

Nvidia's Spectrum-6 co-packaged optics (CPO) switches are in production and shipping, Gilad Shainer, senior vice president of networking...

Wednesday 12 August 2026
AI server tracker: King Slide, Quanta and AIC lead July growth

July revenue trends across Taiwan's server supply chain remained broadly positive year over year, although sequential performance varied...

Wednesday 12 August 2026
Apple presses Samsung Display and LG Display for lower iPhone 18 OLED prices
Apple has asked Samsung Display and LG Display to sharply reduce OLED panel prices for the iPhone 18 as it works to offset rising production costs, according to South Korean media...
Tuesday 11 August 2026
Catcher says notebook component shortages cut 2Q26 revenue
Catcher said shortages of electronic components hit notebook PC shipments in the second quarter of 2026, dragging revenue lower and pressuring margins. The Taiwanese supplier said...
Tuesday 11 August 2026
TSMC affiliate VisEra scales AI optics with 1.6T silicon photonics
VisEra, the TSMC-affiliated optical components supplier, is expanding into AI optical interconnects and silicon photonics, with its MicroLens products for 800G pluggable transceivers...
Tuesday 11 August 2026
UMT sees LEO demand rebound, targets 20%+ satellite revenue growth in 2H26
Demand for low-Earth orbit (LEO) satellite communications continues to expand, supporting growth at satellite communications component supplier Universal Microwave Technology (UMT)...
Monday 10 August 2026
OCI rides AI, space solar boom as SpaceX deepens polysilicon ties
South Korean solar polysilicon supplier OCI Holdings is capitalizing on its increasingly scarce position as a non-China supplier, benefiting not only from growing solar demand from...
Monday 10 August 2026
Semiconductor material prices surge across silicon wafers, specialty gases and advanced packaging
Demand for advanced processes and packaging continues to rise, while the Middle East conflict is lifting energy and raw-material costs and tighter Chinese controls on strategic-mineral...
Sunday 9 August 2026
Greenfiltec posts first-half loss as activated carbon costs squeeze margins
Greenfiltec reported first-half 2026 consolidated revenue of NT$311 million, up 18.35% from a year earlier, but the Taiwan-based airborne molecular contamination (AMC) filter supplier...
Sunday 9 August 2026
EOI posts record first-half revenue and profit on auto LED demand
Excellence Optoelectronics Holdings said second-quarter 2026 profit climbed as improved operating efficiency offset softer revenue, while first-half revenue and profit reached record...
Saturday 8 August 2026
Sercomm July revenue rises 51% on Wi-Fi upgrade demand
Sercomm Corporation reported July revenue of NT$7.98 billion, up 51% from a year earlier and a new monthly high, as rising AI adoption continued to drive network traffic and equipment...
Friday 7 August 2026
Samsung sounds out Novatek for Galaxy S28 Ultra DDI

Samsung Electronics is considering opening its flagship Galaxy S display driver IC (DDI) supply chain to an outside supplier, a move...

Friday 7 August 2026
Chinese equipment maker breaks into LG Display's OLED supply chain

A Chinese equipment maker has sold OLED production tools directly to LG Display for the first time, a small order that gives a Chinese...

Friday 7 August 2026
Taiwan business optimism eases in the third quarter as supply chains soften
Dun & Bradstreet said Taiwan business confidence slipped slightly in the third quarter of 2026, with its Taiwan Business Optimism Insights survey measuring an overall index of...
Thursday 6 August 2026
Ample Electronic posts record July sales as MLCC demand strengthens

Ample Electronic, a supplier of conductive paste materials for passive components, said strong artificial intelligence demand has helped...