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    Commentary: WF6 supply tightens as CXMT moves into overseas markets
    2h 7min ago
    TSMC builds PLP supply chain to challenge Samsung in advanced packaging
    2h 7min ago
    Apple Siri AI rollout may lift DRAM demand for Samsung and SK Hynix
    2h 7min ago
    Google seeks faster InP substrate expansion as supply chain security outweighs price
    2h 7min ago
    WF6 prices surge as Japanese plants shut and AI demand tightens supply
    2h 7min ago
    SpaceX’s $2 trillion valuation faces questions over AI profits and China supply chain
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    NEWS TAGGED PASSIVE
    Monday 15 June 2026
    NPAQ pivots to AI infrastructure and satellite NTN amid memory market slump

    INPAQ Technology, a unit of PSA Walsin Technology, reported that revenue and profit in the first quarter of 2026 fell year on year,...

    Monday 15 June 2026
    Walsin sees passive component crunch stretching into 2028 as memory shortages weigh

    Walsin Technology expects the tight supply of passive components could last into 2028, as demand from AI infrastructure, automotive...

    Monday 15 June 2026
    Taiwan's UBright broadens beyond optical films with push into semiconductors, passives and smart acoustics

    Taiwan-based UBright Optronics is accelerating its transformation from an LCD optical film specialist into a diversified technology...

    Sunday 14 June 2026
    SAP highlights agentic AI push as enterprises move from demos to daily operations
    Enterprise software makers are under pressure to show practical AI results, not just prototypes, as companies worldwide look to cut costs and speed decisions. SAP is positioning agentic...
    Thursday 11 June 2026
    AI servers squeeze high-end MLCC supply, sending Taiwan firms toward China alternatives
    AI servers and high-voltage electric vehicles (EVs) are tightening the global supply of high-end multilayer ceramic capacitors (MLCCs), prompting some Taiwan supply chain players to...
    Tuesday 9 June 2026
    Panasonic raises SP-Cap prices as AI drives passive component demand
    Passive component prices are staying elevated as AI continues to drive demand, with industry sources saying pricing in 2026 will remain at high levels. Panasonic is set to launch a...
    Friday 5 June 2026
    AI servers and MLCC recovery drive growth at Ample Electronic
    As artificial intelligence fuels demand across the electronics supply chain, Taiwanese conductive paste supplier Ample Electronic is seeing a rebound in one of the industry's most...
    Thursday 4 June 2026
    AI sparks tight supply warning for high-end passive components; MLCC rally eyes new super cycle
    AI-driven demand for computing infrastructure has ended the passive components industry's inventory adjustment phase, with Taiwan-based leaders Yageo and Walsin Technology both seeing...
    Wednesday 3 June 2026
    xMEMS sees 2027 debut for cooling chips as AI glasses, SSDs face heat limits

    xMEMS Labs is preparing to move its MEMS-based µCooling technology toward commercial production in 2027, with AI glasses and data-center...

    Thursday 28 May 2026
    Yageo signals possible price hikes as Japanese and Korean passive component makers raise prices
    Passive component manufacturer Yageo held its 2026 annual shareholders meeting on May 27. In a post-meeting interview, chairman Pierre Chen confirmed that the world's two largest multilayer...
    Thursday 28 May 2026
    Yageo tops Murata in AI-driven passive component orders

    Yageo, one of the world's largest passive component suppliers, said demand from AI-related applications has pushed its book-to-bill ratio...

    Wednesday 27 May 2026
    CSP capex surge fuels hot AI server demand and tight supply in 2026
    The global AI server market continues to expand at a rapid pace, driven by higher capex from large cloud service providers (CSPs) and rising demand for generative AI infrastructure...
    Tuesday 26 May 2026
    Taiwan MLCC makers plug into AI server demand
    AI servers are driving a surge in demand for high-end passive components, rapidly eating into multilayer ceramic capacitor (MLCC) capacity and extending lead times to more than 16–20...
    Tuesday 26 May 2026
    Holy Stone Enterprise says AI power surge will deepen global MLCC shortages
    Holy Stone Enterprise warns that AI-driven power upgrades are creating global shortages and record demand for multilayer ceramic capacitors (MLCCs), with lead times beyond 20 weeks...
    Tuesday 26 May 2026
    Powerchip unveils 3D AI Foundry with 3D WoW DRAM stacking at COMPUTEX 2026
    Powerchip announced it will present a "3D AI Foundry" showcase at COMPUTEX 2026 to demonstrate 3D wafer-on-wafer (WoW) DRAM stacking, interposers, and Si-cap integrated passive devices...
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    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook