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    MLCC became top three BOM cost items as Taiwan's top suppliers benefit from AI server demand
    6h 20min ago
    Foldable phone shipments expected to grow 30% in 2026 with Apple capturing 20% share
    6h 20min ago
    Oracle's AI data center expansion raises debt concerns but supply chain remains confident
    6h 20min ago
    Taiwan supply chain breathes sign of relief over Trump tariffs's dwindling enforceability
    6h 20min ago
    Lens Technology accelerates entry into Nvidia server supply chain through acquisition
    6h 20min ago
    Chinese transformer makers expand capacity amid global supply crunch driven by AI and green energy
    6h 20min ago
    Ex-TSMC R&D VP on advanced packaging and Morris Chang's vision
    6h 20min ago
    NEWS TAGGED COPPER
    Thursday 11 December 2025
    UMC launches new Tainan plant to convert chip waste into valuable materials

    United Microelectronics (UMC) has opened an NT$1.8 billion (approx. US$58 million) circular economy center at its Tainan campus, launching...

    Tuesday 9 December 2025
    Silver shockwaves push tech suppliers to renegotiate and retrench

    Since the start of 2025, silver prices have nearly doubled, far outpacing the roughly 30% rise in copper and the 60% climb in gold. The...

    Monday 8 December 2025
    Cable makers see short-term gains from rising copper prices
    Amid the recent surge in copper prices, cable maker Taya points to potential short-term benefits from inventory appreciation, but long-term profits will still depend on inventory...
    Wednesday 3 December 2025
    Marvell to acquire Celestial AI to accelerate shift toward optical interconnects for AI data centers
    Marvell's planned acquisition of Celestial AI signals a major shift toward all-optical interconnects in AI data centers, with the company positioning itself to capture a rapidly expanding...
    Wednesday 3 December 2025
    China's Kingboard raises prices again as copper and fiberglass costs soar

    Following price-hike announcements from Taiwan's major copper-clad laminate (CCL) makers, including Nan Ya, China's market leader Kingboard...

    Tuesday 2 December 2025
    Copper shock, AI PCB demand recasts global CCL pricing
    Costs for copper foil and electronic-grade glass fibre cloth are climbing at the same time that AI infrastructure build-out is fuelling strong demand for high-frequency, high-speed...
    Tuesday 25 November 2025
    Ta Ya Electric sees 3.4% revenue increase in first three quarters of 2025
    Ta Ya Electric reported a 3.4% rise in consolidated revenue to NT$22.995 billion (US$731 million) for the first three quarters of 2025, driven primarily by strong demand for electric...
    Friday 21 November 2025
    Japan's Nittobo and Mitsui expand capacity amid AI server material shortages
    Japan's leading glass fiber manufacturer Nittobo has announced plans to triple its T-Glass production capacity starting in early 2027 in response to surging demand for AI servers...
    Thursday 20 November 2025
    Henkel to Present Breakthrough Die Attach Technology in Upcoming Power Device Webinar

    As the demand for high-performance power semiconductors continues to escalate across automotive and industrial sectors, Henkel is addressing one of the industry's most...

    Monday 20 October 2025
    Taiwan lead frame makers raise prices as metal costs soar
    Taiwan's top three lead frame manufacturers are implementing sweeping price increases for the first time in four years. The move comes as surging prices for gold, silver, and copper...
    Friday 17 October 2025
    OCP Summit: Broadcom claims 90% AI efficiency jump, reshaping optical and interconnect supply chains

    At the OCP Global Summit, Broadcom unveiled major advances in Co-Packaged Optics (CPO), claiming the technology has reached the maturity...

    Tuesday 14 October 2025
    OCP Summit: BizLink's strategic play for AI infrastructure leadership
    At the 2025 OCP Global Summit, Taiwan-based interconnect solutions provider BizLink unveiled a full suite of high-speed connectivity and AI-ready data center solutions, showcasing...
    Monday 6 October 2025
    Gold and copper prices soar as Trump's policies shake global supply chains
    Upon US President Donald Trump's return to the White House, his chip containment policy has ignited a rare earth export control battle with China, affecting the already imbalanced...
    Wednesday 1 October 2025
    China's copper foil sector pushes back against price war with processing fee hike
    China's PCB industry has, in recent years, been entangled in a vicious price war, leading many local PCB manufacturers to collapse under the pressure of internal cutthroat competition...
    Thursday 11 September 2025
    Advanced vapor chamber design positions Apple for ultra-thin iPhones and wearable devices
    Apple has introduced its self-developed vapor chamber (VC) cooling technology for the first time in the iPhone 17 Pro series, aiming to maintain high performance during extended use...
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