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Monday 23 March 2026
Memory supply squeeze dents IPC profits
The semiconductor market's supply-demand imbalance is affecting more than consumer gadgets, with industrial PC (IPC) makers reporting component shortages and price hikes that dented...
Monday 23 March 2026
Nvidia pushes deeper into AI inference to counter custom chip rivals
At its GTC 2026 conference, Nvidia showcased a slate of technologies and new products squarely aimed at the next wave of artificial intelligence inference. With the integration of...
Monday 23 March 2026
Ventec eyes double-digit growth in 2026 amid product price hikes and niche material expansion
Niche copper-clad laminate (CCL) manufacturer Ventec expects to achieve double-digit revenue growth in 2026, driven by ongoing product price increases and strategic expansion into...
Monday 23 March 2026
Aluminum foil costs push capacitor prices higher in Taiwan and Japan
Following earlier price increases for tantalum capacitors and inductors, the aluminum capacitor supply chain is now seeing further price adjustments. Taiwanese manufacturers say end-market...
Friday 20 March 2026
Memory price surge drives Transcend's 15x profit growth in January 2026
Memory module maker Transcend reported a remarkable profit increase for January 2026, with net income reaching NT$2.786 billion (approx. US$87.2 million), up 1578% year-over-year....
Friday 20 March 2026
Analysis: Memory price swings leave e-reader supply chain in the red
Recent shifts in the memory market are putting significant pressure on the e-reader supply chain, from upstream manufacturers to midstream module makers and downstream brand compan...
Thursday 19 March 2026
Nvidia standardizes Vera Rubin liquid cooling, names four cold plate suppliers
Nvidia plans to launch its next-generation AI server architecture, Vera Rubin, in the second half of 2026, with liquid cooling set to become standard. The company will centralize procurement...
Thursday 19 March 2026
Chip price surge in 2Q26 shifts cost pressure to end markets
As more European and American chipmakers and IDM giants publicly announce price hikes effective April 1 of this year, mature process foundries in Taiwan and China have also nearly...
Wednesday 18 March 2026
Adata profits soar on memory price rally amid supply crunch
Memory module maker Adata reported a sharp surge in January profit as rising memory prices and AI-driven demand tightened global supply.
Wednesday 18 March 2026
Exclusive: AI server supply chain hits hidden stalemate as CSPs and manufacturers favor price hikes over expansion
Geopolitical tariff conflicts combined with the outbreak of Middle East hostilities have pushed even the booming AI server and data center industry—and its supply chain—into...
Wednesday 18 March 2026
Chipbond sets sights on SiPh and LPO for next phase of growth
Display driver IC (DDIC) packaging leader Chipbond outlined three key growth drivers at its recent earnings call that are expected to support its core driver IC business despite industry...
Wednesday 18 March 2026
Surging US AI demand drives contract manufacturing fees higher for Taiwan electronics makers
Aggressive AI investments by major US cloud service providers (CSPs) are driving a surge in demand for Taiwan's semiconductor and ICT hardware, pushing exports, prices, and private...
Tuesday 17 March 2026
Innodisk February profit jumps as cloud, AI demand lifts earnings

Taiwan-based memory module maker Innodisk reported a sharp increase in profitability for February 2026, supported by strong demand from...

Tuesday 17 March 2026
US Defense Department agrees on rare earths purchase with Lynas at Japan-matched floor price
Lynas Rare Earths has signed a binding letter of intent to supply rare earth oxides to the US Department of Defense (DOD) over the next four years. According to Lynas, the agreement...
Tuesday 17 March 2026
eMMC shortage sends NAND prices soaring, with further gains ahead
Supply disruptions in low-capacity eMMC are driving sharp price increases for SLC and MLC NAND as major global memory manufacturers exit older production nodes. Contract prices for...