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    Commentary: EU tariff barrier may weaken as Japanese automakers lean on China EV tech
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    Hanmi Semiconductor expands Taiwan and US push for potential Terafab supply chain role
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    CXMT said to poach more than 200 South Korean engineers
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    Memory price surge hit low-end phones, putting Chinese brands under pressure
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    TSMC’s Wei says it will not raise prices aggressively as AI bottlenecks spread
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    China EV startups return to losses in 1Q26 amid price war and R&D pressure
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    NEWS TAGGED CAPACITOR
    Thursday 4 June 2026
    Taiwan's Walsin Technology gains pricing power from AI demand

    Walsin Technology, one of Taiwan's leading manufacturers of multilayer ceramic capacitors (MLCCs), has notified distributors that it will...

    Friday 29 May 2026
    Winbond pushes 3x-priced AI Si-Cap shipments as Semco order ramps in 2027
    AI demand for high-performance chips is driving up orders for semiconductor silicon capacitors, or Si-Caps, with Samsung Electro-Mechanics and several Taiwanese memory makers emerging...
    Monday 25 May 2026
    Samsung Electro-Mechanics secures large silicon capacitor supply contract
    Samsung Electro-Mechanics (Semco)'s KRW1.5 trillion (approx. US$990 million) silicon capacitor supply contract with a major global company could reshape component supply for AI servers,...
    Friday 22 May 2026
    AP Memory IPD enters Intel's EMIB supply chain, shipments set for 2Q26
    Specialty memory design company AP Memory is positioning itself to capture growth momentum from stack silicon capacitors (S-SiCap). The company said its discrete S-SiCap products,...
    Thursday 14 May 2026
    AP Memory profit nearly doubles as S-SiCap shipments and IoTRAM ramp drive revenue
    AP Memory reported that net profit for the first quarter of 2026 rose 91% to NT$660 million (US$20.93 million) as the company scaled mass production of its S-SiCap silicon capacitor...
    Wednesday 13 May 2026
    Taiwan capacitor maker Chinsan locks in Thailand AI server capacity through 2026

    Taiwan Chinsan Electronic Industrial said strong demand from cloud and server customers pushed related revenue contribution to 35% in the...

    Thursday 26 March 2026
    Lelon Electronics eyes 10% revenue growth in 2026 driven by automotive and AI servers
    Lelon Electronics expects shipments to rise in 2026, driven by automotive electronics and AI servers, with wider supply-chain and pricing implications for global electronics manufacturers...
    Tuesday 23 December 2025
    Chinsan eyes stronger cloud server demand in 2026 with BBU supply
    Chinsan, a Taiwanese aluminum capacitor manufacturer, held an in-person investor briefing on December 22, 2025. General manager Ching-Hsin Chiang said that growth momentum in the first...
    Wednesday 10 December 2025
    Nichidenbo benefits from tantalum capacitor price hikes but memory shortages remain a concern
    Tantalum capacitor manufacturers have recently announced price increases. Nichidenbo General Manager Yao Kuo Yu stated that the company is expected to benefit from the low-cost inventory...
    Sunday 7 December 2025
    Taiwan poised to benefit as Japan and Korea shift capacitor output to premium markets
    Japanese and Korean passive-component makers are diverting more capacity to high-end capacitors used in AI servers, tightening supply in mainstream electronics, and creating new openings...
    Saturday 29 November 2025
    Taiwan left out of supercapacitors while AI server capacitor boom builds
    As the surge in AI compute drives a shift in data-center power design, backup battery units (BBUs) have secured adoption from at least three cloud service providers, boosting their...
    Tuesday 24 June 2025
    Samsung Electro-Mechanics begins silicon capacitor supply to Marvell Technology, marking entry into AI chip components
    Samsung Electro-Mechanics has started supplying silicon capacitors to Marvell Technology, a leading US integrated circuit (IC) design company. This development marks Samsung Electro-Mechanics's...
    Thursday 1 May 2025
    DRAM process development challenges: DRAM structure in process miniaturization
    Since its 1970 debut, DRAM has supplanted magnetic core memory as an essential element in von Neumann's computer architecture. By the mid-1980s, fueled by the popularity of PCs and...
    Monday 21 April 2025
    Samsung faces delays in 1c DRAM development, raising concerns over HBM4 timeline

    Samsung Electronics is encountering delays in the development of its next-generation 1c DRAM chips, according to sources familiar with...

    Wednesday 5 March 2025
    AP Memory to offer very high-bandwidth memory for AI accelerators
    As competition intensifies in the development of large language models and with the launch of DeepSeek, the industry is beginning to seek memory alternatives outside of high bandwidth...
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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
    VIA Labs Announces Hub Controllers for Multi-Display USB-C Docking
    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