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Wednesday 24 June 2026
AI server demand drives Taiwan PCB output toward NT$256.1B in 2Q26
Strong demand for AI servers is driving higher shipments of advanced printed circuit board (PCB) products in Taiwan, but it is also tightening supply of key materials and resources, adding fresh uncertainty to the industry. The Taiwan Printed Circuit Association (TPCA) and the Industry, Science and Technology International Strategy Center (ISTI) said Taiwan's PCB manufacturing output reached NT$245.6 billion (US$7.8 billion) in the first quarter of 2026, up 19.6% from a year earlier and the highest level for the same period on record.
Wednesday 24 June 2026
AI server VRM shifts drive power shortages and stretch lead times past 6 months
The AI boom is accelerating upgrades in thermal management and power management, and it is also triggering a revolution in voltage regulator module (VRM) architecture, with workloads pushing the industry from doubler-based designs to direct native multi-phase control. Industry insiders say the growing shortage of power components has three main causes: inventory corrections over the past three years that have left stockpiles too low, AI-related applications are surging rapidly, and a shift away from Chinese supply chains is gaining momentum amid geopolitical shifts.
Wednesday 24 June 2026
AI robot paths split as humanoid prices plunge, industrial orders hit record

China's Unitree Robotics has slashed its humanoid robot prices sharply, in stark contrast to the industrial robot market, where prices have remained stable, and orders have continued climbing to record highs. The divergence has intensified debate over whether AI robots will first break through via humanoid or non-humanoid models.

Wednesday 24 June 2026
Syncomm accelerates AIoT push on wireless audio strength
Syncomm Technology has built solid momentum in wireless audio transmission chips and modules and is now accelerating its shift into AIoT applications across energy monitoring, elder care, and disaster prevention and security, General Manager Liang-Chun Huang said at a Taiwan Stock Exchange Innovation Board company briefing.
Wednesday 24 June 2026
Spectrum Electrics opens Taoyuan plant to boost power equipment push and North America orders
Spectrum Electrics opened its Guanyin second plant in Taoyuan on June 23, marking a strategic shift toward power equipment and electromechanical operations as the firm pursues overseas expansion and improved logistics. The facility began with office and warehouse functions after the company invested NT$1.204 billion (approx. US$38 million) in the site in May 2025, executives said.
Wednesday 24 June 2026
BenQ Materials unveils medical strategy, eyes 50% revenue share
BenQ Materials is stepping up its medical push, with Chairman Z.C. Chen saying that its medical business is expected to account for 35% of revenue by the end of 2026, a record high. As sales continue to grow, he said its share could rise to 50% in 2-3 years, overtaking the company's polarizer business.
Wednesday 24 June 2026
Foldable iPhone centers on South Korean OLEDs for supply in 2026
Samsung Display (SDC) has reportedly won Apple's production approval for the OLED modules used in its first foldable iPhone and has officially begun production for initial shipments. Along with LG Display (LGD), the two South Korean makers will handle OLED orders across Apple devices in the second half of 2026.
Tuesday 23 June 2026
Commentary: Google defines AI path to ASI, validates chip boom
Google released a 30,000-word AI roadmap on June 14 that, for the first time, clearly defines AI having the capability of 100 million humans as a key milestone on the path to artificial superintelligence (ASI). The plan outlines a three-stage evolution from today's large models to artificial general intelligence (AGI) and then ASI, reinforcing expectations that AI capabilities will keep expanding at an exponential pace.
Tuesday 23 June 2026
High-end fiberglass cloth supply tightens; shortages to persist through 2027

Demand for high-end fiberglass cloth is surging on the AI boom, and orders from copper-clad laminate (CCL) customers are leaving the world's two largest suppliers, Nittobo and Taiwan Glass, short of capacity. In particular, low coefficient of thermal expansion (CTE) and low Dk2 products remain the tightest, with supply-demand gaps now expected to last through 2027.

Monday 22 June 2026
Memory costs push Samsung Galaxy A37 pricier as S26 holds steady

AI-driven memory price spikes are presenting a challenge for Samsung's smartphone business, with rising component prices eroding the affordability of its budget phones. At the same time, Samsung is seeking to use its new AI features to encourage new device purchases as memory prices dampen smartphone sales globally.

Monday 22 June 2026
MSScorps expands Taiwan investment again for silicon photonics

Taiwan's investment office, InvesTaiwan, under the Ministry of Economic Affairs, has approved expanded Taiwan investment plans from four companies, led by MSScorps, which will invest NT$1.5 billion (US$47.4 million) and is filing for the third time. The company plans to add production lines and adopt AI technology at its Hsinchu, Tai Yuen Hi-Tech Industrial Park, and Southern Taiwan Science Park (STSP) facilities.

Monday 22 June 2026
Robot batteries diverge from EVs as A-PRO backs swap systems
South Korean battery equipment maker A-PRO says robot battery design differs sharply from electric vehicles (EVs), with hot-swap battery replacement, dual-battery setups, and autonomous energy management emerging as key solutions for keeping machines running longer and reducing downtime. The company outlined its strategy at the Korean Institute of Electric Vehicles (KIEV) 2026 summer seminar.
Monday 22 June 2026
Tongtai expands aerospace, AI and semiconductor push under new board

Taiwan-based Tongtai Machine & Tool is accelerating its transformation toward high-value manufacturing, leveraging growing opportunities in AI servers, semiconductors and aerospace. At its annual general meeting on June 17, shareholders approved all proposals and elected a new board that includes several aerospace industry veterans, underscoring the company's commitment to expanding into advanced manufacturing sectors despite a challenging operating environment.

Monday 22 June 2026
FineMat pivots beyond metal masks with AI cooling, semiconductor, and drone push
Amid growing localization efforts across China's supply chain, FineMat Applied Materials has seen its metal mask business continue to shrink and is accelerating its transition into AI cooling, semiconductors, and drones. The company's liquid-cooling cold plates for AI applications have already been sampled by end customers and are expected to begin shipping in the second half of 2026. Once volume production ramps in 2027, cooling products could account for more than 50% of total revenue, becoming a key growth driver.
Monday 22 June 2026
ASMedia launches second transformation plan, targets revenue doubling, AI server market expansion
High-speed transmission IC design company ASMedia Technology held its annual shareholders meeting on June 17, completing a full board reshuffle. ASMedia president Che-Wei Lin stated that 2025 revenue surpassed NT$10 billion (approx. US$316.5 million) for the first time, while earnings per share (EPS) reached NT$72.7. However, amid structural changes in the industry driven by the continued expansion in artificial intelligence (AI) server demand, the PC and motherboard sectors have faced severe crowding-out effects.
Friday 19 June 2026
GBC returns to capital markets with three technology platforms

General Biologicals (GBC) held its shareholders' meeting on the 17th, saying the group is moving from restructuring into scaled, international growth. The precision medicine company is betting on clear long-term demand in global precision medicine, smart healthcare, and regenerative medicine as it expands its CLIA/AIO systems, circulating tumor cell (CTC) testing technology, Oh care brand, and overseas footprint.

Friday 19 June 2026
China chip supply chain feels squeeze from AI server MLCCs to 8-bit MCUs
China's semiconductor supply chain is showing fresh signs of pricing strain, with microcontroller unit (MCU) makers and passive component suppliers facing rising costs, tighter capacity, and surging demand from AI servers.
Friday 19 June 2026
Df-OS targets traceability gap in India's electronics manufacturing
India's air-conditioner supply chain may be becoming an early test case for a broader electronics manufacturing challenge: how to trace products, components, process data, and defects across high-volume production networks.
Thursday 18 June 2026
SiC cuts AI data center costs; 5% efficiency gain saves US$5 billion
Power is now compute, and it is becoming a major driver of AI data center build costs. Renesas technical director Mu-Sen Lin said traditional data centers rely on low-voltage AC (LVAC), long wiring runs, and repeated AC-to-DC conversions through uninterruptible power supply (UPS) systems, reducing energy transmission efficiency.
Thursday 18 June 2026
Taiwan 2026 GDP could top 10%, says Minister of Economic Affairs
Taiwan's 2026 GDP growth is on track to exceed 10% as AI demand powers the island's economy, Minister of Economic Affairs Ming-hsin Kung said, adding that this level of growth may be achieved given current trends. He pointed to stronger-than-expected exports from the AI supply chain and traditional industries such as machinery.
Thursday 18 June 2026
China launches probe into Beidou infrastructure quality scandal

China has launched a probe into a Beidou high-precision smart monitoring project in Shandong, after reports of severe construction defects at the base sparked public concern over the quality of new infrastructure projects. The project, with a total investment of nearly CNY300 million (US$44.4 million), has drawn scrutiny after its base structures were described as "easy to tear apart by hand."

Thursday 18 June 2026
China Electric targets 40% lighting market share with retail push

China Electric, which sells lighting products under the TOA brand, is aiming for a 2026 turnaround by reversing second-quarter losses, activating assets, and leasing existing factories, while also expanding into retail channels and contract manufacturing in the second half of the year.

Wednesday 17 June 2026
WFE Technology to transform into holding company, eyeing smart building growth
Electronic components distributor WFE Technology has launched a transformation plan to become an investment holding company. The company said smart building demand is boosting its electronic lock business, while AI-driven component demand is lengthening lead times.
Wednesday 17 June 2026
InnoScience wins GaN patent battle against Infineon in China
InnoScience Technology, a leading China-based integrated device manufacturer (IDM) in gallium nitride (GaN), has won a sweeping victory in the latest patent ruling against global power component leader Infineon in China. Supply-chain sources said the two sides' GaN patent fight has stretched from the US and Germany to China, and the ruling makes it even harder for Infineon within China's increasingly cutthroat market.
Wednesday 17 June 2026
Exclusive: Largan taps Han's Laser equipment as optics makers target FAU growth

Taiwan optical leader Largan Precision has disclosed an equipment order worth about NT$650 million (US$20.6 million) from Chinese laser-processing equipment maker Han's Laser Technology Industry Group. DIGITIMES has exclusively confirmed with sources inside Han's Laser that the equipment covers automation and glass solutions.

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