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Tuesday 15 September 2026
Memory makers tighten supply as DRAM price rally extends into 2027

As memory vendors continue signing long-term agreements (LTAs), the supply-demand imbalance is set to worsen in 2027. Gerry Chen, general...

Tuesday 15 September 2026
SiPh shifts optical module bottleneck upstream: from device manufacturing to laser-grade substrate supply

The market value of optical modules used in data centers is projected to grow from US$12.6 billion in 2025 to US$45.4 billion by 2030...

Tuesday 15 September 2026
Phoenix Pioneer Technology AI power substrate order visibility extends to 1Q27

IC substrate manufacturer Phoenix Pioneer Technology (PPt) turned profitable in the first half of 2026, driven by strong momentum in...

Tuesday 15 September 2026
Commentary: CIOE 2026 reveals the harder race behind AI optical interconnects

The 2026 China International Optoelectronic Exposition (CIOE) closed with 800G and 1.6T optical modules still dominating the show floor,...

Tuesday 15 September 2026
Sigmaintell: Memory shortage to ease in 2027 before chip growth hits 2029 wall

After months of tight supply and sharp price increases in 2026, the global memory market is expected to see its supply-demand gap narrow...

Monday 14 September 2026
AI demand lifts UMC, VIS, PSMC revenue

After mature-node price competition from 2023 to 2025, AI demand has spread from GPUs and HBM to power management ICs (PMICs), power...

Monday 14 September 2026
Samsung, SK Hynix reject US$19 billion power prepayment as Korea speeds chip expansion

Samsung Electronics and SK Hynix have rejected a proposal to prepay KRW25 trillion (approx. US$18.7 billion) in electricity bills, highlighting...

Monday 14 September 2026
STMicro lead times top 1 year, boosting Taiwan chip makers
AI crowd-out effects are rippling through the supply chain, with lead times for microcontroller units (MCUs) from STMicroelectronics reportedly stretching beyond 1 year and triggering...
Monday 14 September 2026
DIGITIMES Insight: China's GaN challengers are no longer playing catch-up
Chinese GaN power semiconductor maker Innoscience gained direct access to capital markets after listing in Hong Kong at the end of 2024, giving it fresh funding to expand GaN capacity...
Monday 14 September 2026
China's OLED expansion narrows South Korea's auto, IT panel lead
China's OLED supply push is gathering pace, with BOE Technology Group (BOE), TCL China Star Optoelectronic Technology and Visionox rapidly expanding production and closing in on South...
Monday 14 September 2026
US finalizes anti-dumping and anti-subsidy duties on solar imports from India, Indonesia, and Laos
The US Commerce Department on September 11 issued final affirmative determinations in its anti-dumping and countervailing duty investigations of crystalline silicon photovoltaic cells...
Monday 14 September 2026
A Taiwan PCB maker's China affiliate is worth three times its parent — and the parent just bought more of it

UK-based investment firm Palliser Capital announced on September 9 that following several months of constructive dialogue with the management...

Monday 14 September 2026
Hiroca revenue jumps 35% as auto summer slowdown fades

Hiroca reported August consolidated revenue of NT$503 million (approx. US$16.0 million), up 35.81% from a month earlier and 10.19% from...

Monday 14 September 2026
Shihlin Electric eyes orders through 2029 as T4 plant starts in 2027

Shihlin Electric is bullish on continued growth in heavy electrical equipment and energy-related businesses as demand rises for Taiwan...

Sunday 13 September 2026
AI server tracker: Taiwan optics race beyond 1.6T

Taiwan's optical communications supply chain is entering a more consequential phase of the AI infrastructure cycle. Demand is broadening...