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    Commentary: How iPad Air became a catalyst for IT OLED expansion
    Aug 19, 19:22
    Taiwan IC design firms see a broad rebound in automotive chips
    Aug 19, 19:22
    Chinese automakers pivot to humanoid robots as policy support shifts
    Aug 19, 19:22
    LG buys Mexico parts plant to cut TV manufacturing costs
    Aug 19, 19:22
    China equipment localization weighed on South Korean suppliers' revenue in 2025
    Aug 19, 19:22
    NEWS TAGGED INVENTORY
    Wednesday 19 August 2026
    Merida sees full-year 2026 growth as Europe and China offset US weakness

    Merida said its full-year 2026 business was still set to grow, supported by stable currency conditions, near-complete inventory reduction,...

    Monday 17 August 2026
    Phison CEO sees years of NAND shortage, AI growth chance
    Phison Electronics CEO Pua Khein-Seng said the company is seizing a once-in-a-lifetime chance to transform into a high-growth business as AI agents drive massive demand, keeping NAND...
    Thursday 13 August 2026
    Pegatron stocks AI server parts early as shortages spread through supply chain
    Pegatron Corp. said in its second-quarter 2026 results that its server business posted strong gains and that it had already begun preparing for demand in the second half of 2026 while...
    Wednesday 12 August 2026
    Nichidenbo sees MLCC supply tightness as AI pushes lead times to 36 weeks

    Passive component distributor Nichidenbo said supply of MLCCs and other products remains tight as AI servers and ASIC applications...

    Tuesday 11 August 2026
    Column: The everyday philosophy of supply chain resilience
    When people talk about responding to supply chain shocks, the instinct is often to stockpile inventory or build backup production lines. However, after visiting Inner Mongolia Shuangjie...
    Tuesday 11 August 2026
    YAGEO, Walsin post record July sales as AI demand lifts passive components
    YAGEO and Walsin Technology reported strong July 2026 revenue as artificial intelligence demand continued to lift Taiwan's passive components sector. Both companies said orders from...
    Monday 10 August 2026
    Cambricon AI chip revenue doubles as China demand surges, supply capacity holds key
    Cambricon Technologies has largely settled the question of whether China's AI chip champion can make money. First-half 2026 revenue rose 108.13% to CNY6 billion (approx. US$890 million),...
    Monday 10 August 2026
    LinkCom sees order visibility into early 2027 as delayed client pull-ins weigh on sales
    LinkCom Manufacturing said its July revenue fell from a year earlier because tight supplies of memory, passive components, and other key parts pushed up prices and prompted some networking...
    Sunday 9 August 2026
    VSO's Vietnam expansion and AI-server growth point to bigger upside, but memory shortages cloud the outlook
    VSO Electronics said its Vietnam plant is on track for trial production by the end of December 2026 as it expands its presence in AI server applications, liquid-cooling leak detection,...
    Saturday 8 August 2026
    IT panel demand cools as August prices hold steady
    IT panel demand weakened in the third quarter, with both monitors and notebook panels facing a demand correction after early restocking in the first half of the year. But with chip...
    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
    Raydium sees slower third-quarter momentum after smartphone OLED DDI pull-ins
    Raydium Semiconductor said its third-quarter 2026 momentum is likely to ease after customers pulled in orders for smartphone OLED display driver ICs in the second quarter. The Taiwan-based...
    Friday 7 August 2026
    Transcend warns memory shortage could extend through 2027
    Transcend Information said the global memory shortage remained severe and could persist through 2027, with little sign of improvement in 2026. The Taiwanese storage maker said upstream...
    Saturday 1 August 2026
    Realtek, Elan, and Parade set the tone for PC chip demand
    As the second half of the year begins, major Taiwanese IC design firms including Realtek Semiconductor, Elan Microelectronics, and Parade Technologies are holding earnings briefings...
    Friday 31 July 2026
    Auto chip demand recovers, but restocking remains elusive

    Automotive chip sales are improving across Europe and the US, but major suppliers say global carmakers and their suppliers are still...

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    BIZ FOCUS
    Aug 19, 15:43
    SK hynix Accelerates 40 Trillion won Share Repurchase and Cancellation
    Thursday 13 August 2026
    AI Memory & Storage: GMIF 2026 Hits Shenzhen Sept 22-23
    Wednesday 12 August 2026
    From Campus to Global R&D: Joining Phison in Malaysia
    Tuesday 11 August 2026
    ViTrox showcases AI packaging inspection solutions at SEMICON Taiwan 2026.
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