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Wednesday 10 December 2025
Arlitech targets cloud servers and high-end gaming cards to mitigate panel price pressure
Competitive pricing from the "red supply chain" has taken a toll on the panel market. In response, Arlitech Electronic Corporation stated that it is transforming its sales structure. Benefiting from its two major product lines—protection & energy storage components and semiconductors—revenue contributions from networking and consumer electronics have grown significantly, turning operations from a loss to profit in the third quarter of 2025. The company is optimistic about 2026 revenue growth.
Wednesday 10 December 2025
Scientech posts over NT$10B revenue in 11 months, order visibility extends to 2H26
Advanced packaging equipment and wafer reclaim solutions provider Scientech reported consolidated revenue of NT$958 million (US$30.77 million) in November 2025, up 9% sequentially and 7% year over year. Cumulative consolidated revenue for the first 11 months of 2025 reached NT$10.39 billion, a 17% increase from the same period in 2024, surpassing the NT$10 billion mark for the first time and setting a new annual record ahead of schedule.
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 effect. With the global AI server market growing, both the number of capacitors and their required capacitance are increasing, supporting long-term growth momentum for the company in 2025. However, memory shortages have become a recent industry concern, and it remains important to monitor whether this could further depress the already weak consumer market.
Wednesday 10 December 2025
Chenbro Micom nears record revenue fueled by strong server orders

Chenbro Micom posted its second-highest monthly revenue in November as strong AI server demand and a recovering enterprise market boosted shipments. The server chassis maker reported consolidated revenue of NT$2.04 billion (approx. US$70 million) for the month, up 2.2% from October and 68.4% from a year earlier. Revenue for the first 11 months reached NT$19.29 billion (approx. US$620 million), an increase of 49.5% from the same period last year and close to the NT$20 billion mark.

Wednesday 10 December 2025
Yageo posts record November revenue on strong AI demand, Shibaura acquisition gains

Yageo reported year-over-year and month-over-month revenue growth for November 2025, driven by the acquisition benefits from Japan-based Shibaura Electronics and robust demand for high-end components and AI-related applications.

Wednesday 10 December 2025
Taiwan signals openness to US chip targets on condition of support
As 2025 nears its end, negotiations over the US Section 232 tariffs closely tied to Taiwan's semiconductor and ICT exports remain unresolved. The US government's expectation of a "50-50 chip split" has yet to receive a commitment from Taiwan. However, Taiwanese President Lai Ching-te recently sent a positive message in an interview with US media, stating that Taiwan is willing to assist the US in chip production, and that if the US provides policy support, achieving the "50-50 chip split" goal is possible. This marks a significant shift in the government's stance toward US expectations based on mutual benefits.
Tuesday 9 December 2025
Topco Scientific to showcase key semiconductor materials and equipment at SEMICON Japan
The SEMICON Japan 2025 exhibition is set to take place in Tokyo from December 17 to 19, 2025, with Topco Scientific (TSC) and its Japanese subsidiary Shunkawa participating alongside nine semiconductor suppliers from Taiwan, the US, and Japan. Together, they will showcase critical materials and equipment covering semiconductor front-end processing, power modules, and advanced packaging, as well as integrated solutions for smart energy-saving monitoring systems.
Tuesday 9 December 2025
Commentary: Are East Asia tensions a threat to supply chains?
The Indo-Pacific region has become the world's most critical theater for both technology manufacturing and geopolitical competition. As military tensions escalate across East Asia, executives are increasingly questioning whether their supply chains can withstand potential disruptions.
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 metal's extraordinary rally has prompted traders to dub it "the new gold" of the precious-metals market. Analysts now expect the momentum to continue into 2026, driven by heightened global risk aversion and tightening regional supplies.

Tuesday 9 December 2025
Zhen Ding projects strong revenue growth in 2026, expects doubling by 2027
Zhen Ding Technology said next-generation AI server platforms entering mass production will drive a major revenue lift in 2026 and set up a doubling growth phase in 2027. The company also expects its IC substrate business to expand as new facilities ramp up and ABF substrates gain from the rising demand for larger formats used in AI computing.
Monday 8 December 2025
TSMC expansion to drive record earnings for Taiwan engineering contractors through 2026

Taiwan's leading construction engineering contractors are on track to post record results in 2026 as TSMC accelerates advanced fab expansion at home and overseas to meet rising demand for artificial intelligence (AI) chips. United Integrated Services (UIS), Marketech International (MIC), L and K Engineering, Yankey Engineering, and Acter Group report strong profit momentum supported by large project backlogs tied to TSMC's new fabs and advanced packaging lines.

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 for Taiwanese suppliers. The pivot reflects how booming AI server demand is reshaping global component production.
Friday 5 December 2025
Infineon's GaN patent wall forces global firms to rethink China ties
In the global power-device supply chain, influence is shifting quickly as AI computing demand and geopolitical tension intensify. Although AI data centers urgently need gallium nitride (GaN) devices, Infineon has used litigation to build a formidable barrier against Innoscience across major US and European markets. International companies relying on China's GaN capacity must now define strict intellectual-property boundaries.
Friday 5 December 2025
China's rare-metal clamp creates a tungsten void; Lianyou builds high-value lines to capture demand
China's rare metal export controls have created a clear global supply gap. Lianyou Metals, a key recycler and smelter of tungsten and cobalt, expects to gain from offshore demand and long-term order shifts. The company has approved a NT$650 million (US$20.8 million) investment to add production lines for tungsten carbide (WC), ammonium paratungstate (APT), and tungsten powder, with mass production planned for September 2027 and targeting high-end uses such as PCB drill bits.
Friday 5 December 2025
CHPT eyes double-digit growth in 2025 as Wei-kuo Hong becomes corporate representative
Testing interface manufacturer Chunghwa Precision Test Tech (CHPT) reported that due to seasonal factors at the end of the year, revenue for November 2025 declined both year over year and sequentially. However, cumulative revenue for the first 11 months still outperformed the same period in 2024. The company expects to achieve its full-year goal of double-digit revenue growth in 2025.
Friday 5 December 2025
Glotech sees growing demand for quartz cloth on M9 CCL shift
Glotech Industrial said it is increasing shipments of quartz-fiber yarn samples to Japanese customers as the supply chain prepares for Nvidia Corp.'s next-generation Rubin AI server platform. The company, Taiwan's third-largest fiberglass cloth manufacturer, forecasts broader adoption of M9-class materials in 2026 to support higher computing workloads.
Thursday 4 December 2025
Tera Auto Tech eyes military and AI growth, optimistic for 2026
Tera Auto Tech held an online earnings call on December 3, 2025, with its management team expressing confidence in two major growth drivers. As Taiwan's defense budget increases annually, Tera Auto—long established in the military industry with deliveries to the Ministry of National Defense's Armaments Bureau—is set to benefit. Additionally, the booming AI sector is boosting demand in the PCB industry, supporting the company's core businesses in automation equipment and micro drill bits. The company expects 2026 revenue to surpass that of 2025.
Wednesday 3 December 2025
ZDT, Topoint forge drilling alliance for AI server and IC substrate PCBs
Zhen Ding Technology (ZDT) has signed a strategic cooperation agreement with drill-bit supplier Topoint Technology, creating a partnership centred on high-end PCB precision drilling, micro-drill development, and technology and market expansion for AI servers and advanced IC substrates.
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 Laminates Holdings has issued its third price increase in less than a year, citing a sharp surge in copper prices, tightening supplies of electrolytic copper, and an increasingly strained fiberglass market. Confronted with mounting cost pressures, the company said it would implement broad price adjustments on all materials beginning December 1.

Tuesday 2 December 2025
Samsung Electro-Mechanics to expand AI server MLCC production at Philippine plant in 2026
Samsung Electro-Mechanics is set to increase its AI server multilayer ceramic capacitor (MLCC) production by expanding capacity at its Calamba City plant in the Philippines starting early 2026, as utilization rates at its current factories approach full capacity. This expansion aims to support the growing demand in the AI supply chain.
Tuesday 2 December 2025
Taiwan PCB makers ride LEO satellite boom
The race to claim a stake in the space economy is accelerating. As nations around the world ramp up plans for low-Earth-orbit (LEO) satellite constellations, roughly 70,000 satellites are expected to launch within the next five years. LEO systems promise to solve persistent gaps in connectivity—from remote communities and ocean routes to aviation corridors and disaster zones—while competition for limited orbital slots has drawn intense interest from governments and commercial operators alike.
Tuesday 2 December 2025
Gigabyte subsidiary partners with Syrma SGS to begin local server motherboard manufacturing in India
Giga Computing, a subsidiary of Gigabyte Technology, has entered a strategic partnership with India-based electronics manufacturing services provider Syrma SGS Technology to begin local production of Gigabyte server products in Tamil Nadu, the companies announced on Thursday. The move aligns with India's "Make in India" policy and is intended to expand Giga Computing's supply chain footprint in South Asia.
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 PCBs, creating a favourable window for copper-clad laminate (CCL) suppliers to raise quotations.
Tuesday 2 December 2025
Panasonic raises tantalum capacitor prices, following US competitor steps
After Yageo's subsidiary KEMET raised prices on its tantalum capacitors twice in less than six months, Panasonic, currently ranked as the fourth largest supplier, also decided to increase its quotes and has informed its distributor and direct customers that the new prices will take effect on February 1, 2026, with adjustments on certain specifications of capacitors reaching up to 30%.
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 presence in high-end AI servers and prompting interest in electric double-layer capacitor (EDLC) solutions within passive components.