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Wednesday 15 April 2026

Southern Taiwan Science Park eyes US$94 billion on AI tailwinds

Riding the artificial intelligence (AI) boom and strong demand for advanced semiconductor processes, the Southern Taiwan Science Park (STSP) posted record-high revenue of NT$2.97 trillion (approx. US$94.13 billion) for 2025, up 34.26% from 2024. The figure fell just shy of the industry's original projection of NT$3 trillion, yet the park maintained its leading position among Taiwan's three major science parks.

Wednesday 15 April 2026

China Northern Rare Earth hikes 2Q26 rare earth ore prices over 44%, experts warn of demand destruction

China Northern Rare Earth, the leading player in China's rare earth industry, has raised its rare earth ore (REO) prices for the second quarter of 2026 by more than 44%. Amid geopolitical tensions and supply chain disruptions, this significant price increase has drawn strong attention across the sector.

Wednesday 15 April 2026

Taiwan, Japan team up on advanced materials to power next-gen chips and clean energy

Japan dominates the global market for semiconductor equipment and materials — a strategic chokepoint that its neighbors and partners have long sought to learn from, not just rely on. Taiwan, home to the world's most advanced chip fabrication ecosystem, has spent years building closer ties with Tokyo in materials science. Now, that partnership is entering a more ambitious phase.

Wednesday 15 April 2026

Cooling fan makers remain optimistic about 2026 operations

Record revenues and aggressive liquid-cooling rollouts at leading fan makers signal shifting global demand, with server and automotive needs underpinning growth while consumer-linked segments face supply-driven setbacks. The developments could reshape cooling supply chains worldwide, influence data center and EV thermal strategies, and affect component markets for PCs and gaming.

Tuesday 14 April 2026

Phison eyes US$1.4B fundraising to tackle severe NAND shortage in 4Q26

Phison Electronics founder and CEO Pua Khein-Seng warned that the current NAND Flash shortage will worsen significantly in the second half of 2026, with an acute supply crunch expected in the fourth quarter of 2026, where "even money can't buy stock." To secure inventory amid this tight market, Phison has broken its no-debt tradition by launching a syndicated loan in March and plans to issue US$800 million in Euro-convertible bonds (ECB), targeting over NT$43 billion (US$1.4 billion) in total fundraising for 2026.

Monday 13 April 2026

Apple reportedly tests four smart glasses designs ahead of 2027 launch

Apple is accelerating development of next-generation wearable hardware, with plans to launch its first smart glasses as early as 2027, Bloomberg reported. The initial product will not include a display, reflecting a focus on hands-free operation and ecosystem integration as the company moves into a market led by Meta Platforms and EssilorLuxottica.

Monday 13 April 2026

RFID maker Arizon expands market share despite 20% global market decline in 2025

Arizon RFID Technology saw its performance in 2025 impacted by a 20% contraction in the global RFID market last year, with the company posting full-year revenue of NT$3.953 billion (approx. US$124 million), down 14.3% year-over-year. Meanwhile, gross margin fell by 9.9% year-over-year to 22.3%, net profit after tax plunged 73.4% year-over-year to NT$225 million (approx. US$7 million), and earnings per share stood at NT$3.0. Despite the overall market shrinkage, however, Arizon increased its market share by roughly 2pp.

Monday 13 April 2026

Supreme Court ruling stalls Taiwan-US trade deal, zero-tariff car imports in limbo

Taiwan and the US signed the Agreement on Reciprocal Trade (ART) on February 13, 2026, capping 10 months of negotiations. The deal set a reciprocal tariff of 15% without stacking and secured Taiwan the most favorable terms yet under Section 232 for semiconductors. But the US Supreme Court's invalidation of most of President Donald Trump's reciprocal tariffs has since frozen the agreement. Taiwan's Executive Yuan cannot submit it to the Legislative Yuan for review, and the prospect of zero-tariff US car imports has stalled along with it.

Monday 13 April 2026

Taiwan ramps up science park expansion as TSMC growth pushes capacity limits

Powered by surging semiconductor investment—led by TSMC—Taiwan's science parks are nearing full capacity, accelerating government efforts to expand land, infrastructure, and next-generation industry clusters.

Monday 13 April 2026

Sysgration integrates core power technologies in drone push, BBUs to support 2H26 growth

Industrial PC (IPC) maker Sysgration saw consolidated revenue reach NT$292 million (US$9.2 million) in March 2026, buoyed by its three main product lines of backup battery units (BBUs), drones, and IPCs. Although this marks a slight year-on-year decline, the company nevertheless expects monthly revenue to grow going ahead, driven by an optimized product mix and increasing high-margin applications, as demand for AI computing drives expansion in data centers and edge AI deployments.

Monday 13 April 2026

AI server tracker: Taiwanese thermal solution providers entering structural AI growth phase as liquid cooling adoption accelerates

Taiwan's thermal management suppliers are emerging as one of the fastest-growing segments in the AI hardware ecosystem in 2026, even though their absolute revenue scale remains far below that of semiconductor leaders such as TSMC and large AI server ODMs like Quanta Computer and Foxconn.

Monday 13 April 2026

Delta Electronics hits record revenue on AI server, liquid cooling surge

Delta Electronics' record March revenue signals a global shift as cloud providers ramp up AI infrastructure spending, boosting demand for AI server power supplies and liquid cooling. Worldwide operators face pressure to adopt liquid cooling and higher-voltage DC power, affecting data center design, supplier strategies, and procurement across regions and markets.

Sunday 12 April 2026

Murata produces seven automotive MLCCs for autonomous driving and power supply markets

Murata Manufacturing, a leading Japanese passive component manufacturer, announced that it has begun mass production of seven types of multilayer ceramic capacitors (MLCCs) for automotive applications, achieving the world's largest capacitance across various rated voltages and sizes.

Sunday 12 April 2026

Pan-International bets on AI servers as automotive demand growth slows in 2Q26

Pan-International, a Foxconn subsidiary specializing in connectors, reported a year-over-year revenue decline in the first quarter of 2026 due to cautious customer sentiment and stagnant shipments of automotive products. However, the company expects revenues to rise monthly starting in the second quarter, driven by increased orders for AI servers, while maintaining its goal of double-digit growth for the full year.

Saturday 11 April 2026

Catcher adopts cautious outlook, citing supply chain bottlenecks and cost pressures

Despite revenue growth in March 2026, Catcher Technology is maintaining a prudent outlook for 2026, citing supply chain bottlenecks, cost pressures, and uncertain end-market demand.

Friday 10 April 2026

Spingence and Advantech accelerate AI edge deployment plans in South Korea manufacturing

In response to strong demand for data security and on-premises AI deployment within South Korea's manufacturing and semiconductor sectors, Taiwanese AI company Spingence Technology is aggressively expanding into the South Korean market starting this year through its enterprise edge large language model (LLM) platform, Edgestar.

Friday 10 April 2026

Why South Korean panel makers see rising profits despite chip price inflation

Amid rising chip prices, the industry generally anticipates a downturn in the mobile phone and notebook markets in 2026. For South Korea's panel industry, however, optimism continues to emerge. Analysts have pointed out that as demand for lower-end products continues to shrink, the overall end-user market is gradually consolidating toward high-end products. This puts South Korean manufacturers, which have long cultivated the high-end panel market, on a path to robust performance and resilience.

Friday 10 April 2026

Demand for AI infrastructure spreads shortages beyond memory chips to MLCCs

As global corporations accelerate spending on artificial intelligence (AI) infrastructure, supply constraints are no longer limited to memory chips. Signs of tightening availability are now emerging in multi-layer ceramic capacitors (MLCCs), small but essential components used across a vast range of electronic systems. Lead times for these parts are lengthening across the industry, according to market data.

Thursday 9 April 2026

Haptic touchpads and AI vision chips propel Elan's early 2026 growth

Taiwan-based touch IC design leader Elan Microelectronics announced its March 2026 and first-quarter revenue figures, posting robust growth despite a traditionally slow season.

Thursday 9 April 2026

Microloops rides AI boom, aims to double 2026 revenue

Cooling module manufacturer Microloops has said its major cloud service provider (CSP) customer has been increasing pull-ins starting in the second quarterof 2026, driving significant growth in cooling product shipments related to artificial intelligence (AI) servers. This is expected to boost the share of AI-related cooling products in overall revenue quarter by quarter.

Thursday 9 April 2026

Transcend posts record March sales, 1Q26 revenue hits nearly 80% of 2025

Memory module maker Transcend reported a new monthly revenue high in March 2026 of NT$5.7 billion (approx. US$178.8 million), up 78.6% month-over-month and 3.8 times year-over-year. The company's consolidated revenue for the first quarter of 2026 reached NT$13.6 billion, marking the highest quarterly revenue in its history.

Thursday 9 April 2026

LinkCom sees 11% revenue drop in 1Q26 as DRAM shortage hits networking market

Magnetic component maker LinkCom Manufacturing reported that its revenue for the first quarter of 2026 fell by over 11% year-over-year, mainly due to the indirect impact of a supply-demand imbalance in the DRAM market, dampening short-term orders from network communication customers. The company has also been strategically optimizing its wireless charging business during this period.

Wednesday 8 April 2026

AI server boom lifts Taiwan's ACES Electronics into the high-speed interconnect race

As AI servers grow more complex and bandwidth demands surge, components once considered peripheral—connectors and high-speed cables—are emerging as critical determinants of system performance.

Wednesday 8 April 2026

Chicony Power eyes 2x growth in 2H26 communication power supply on notebook orders, satellite demand

Power supply manufacturer Chicony Power Technology reported on April 7 that its unaudited consolidated revenue for March 2026 reached NT$882 million (approx. US$27.6 million), up 35.92% sequentially, with first-quarter 2026 performance also meeting expectations.

Wednesday 8 April 2026

Commentary: China's AI chip dilemma revisits a familiar semiconductor fork in the road

The global AI race is no longer just about who builds the fastest chip. Increasingly, it is about who writes the rules.

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