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Tuesday 28 April 2026

Acer's 50th anniversary focuses on talent cultivation in Taiwan

Acer is celebrating its 50th anniversary, having started in 1976 with a total capital of NT$1 million (US$31,800 in today's value). As of April 27, 2026, the broader Acer Group family includes 43 publicly listed companies. Founder Stan Shih emphasized that Acer's greatest contribution lies in nurturing talent for Taiwan, which he said has created intangible and long-lasting value.

Tuesday 28 April 2026

Chinese GPU maker Lisuan secures Microsoft WHQL certification for 6nm chip

China-based GPU designer Lisuan Tech has secured Windows Hardware Quality Labs (WHQL) certification from Microsoft, becoming the first Chinese company and the fourth globally to receive official GPU compatibility endorsement.

Monday 27 April 2026

Taiwan's supply chain remains irreplaceable as AI hardware demand continues to surge

Global cloud service providers (CSPs) continue to expand their procurement of AI servers from Taiwan, while high-end GPUs and TPUs manufactured by TSMC are in short supply. Analysts say AI will become as ubiquitous as electricity and the Internet, extending beyond cloud computing into appliances, automobiles, and robotics.

Monday 27 April 2026

S-Tech accelerates high-end materials shift, doubles titanium alloy share to target aerospace and US markets

S-Tech Corp's shift toward titanium alloys and entry into the US market could reshape global supply for the aerospace and defense sectors, reducing reliance on nickel-based products and mitigating raw-material price risks while influencing inventory cycles and production utilization worldwide.

Sunday 26 April 2026

BMW's color-changing car is no longer a concept — E Ink says it's ready for mass production

E-paper manufacturer E Ink stated that the BMW iX3 Flow Edition equipped with E Ink Prism technology was officially released at the Auto China 2026. This represents a major breakthrough in automotive surface innovation technology. The BMW iX3 Flow Edition has become the world's first vehicle to adopt E Ink Prism electronic paper technology and move toward mass production, marking a new stage in which electronic paper vehicle-body technology has officially transitioned from concept demonstrations to practical applications.

Sunday 26 April 2026

Harman hits KRW15.78 trillion in revenue 10 years after Samsung acquisition

Samsung Electronics executive chairman Lee Jae-yong's bold acquisition of premium audio brand Harman for KRW9.4 trillion (approx. US$6.3 billion) a decade ago has paid off, with the American subsidiary of Samsung posting historic highs in both revenue and operating profit.

Saturday 25 April 2026

Taiwan's industrial production surges on AI infrastructure demand

Data released by Taiwan's Ministry of Economic Affairs (MOEA) on April 23 showed that major global cloud service providers continue to expand procurement of artificial intelligence (AI) hardware as countries worldwide build out AI infrastructure. As a result, industrial production of computer, electronic, and optical products — primarily AI servers — surged 146.32% in March 2026. Cumulatively, output from January to March rose 131.77% compared with the same period in 2025.

Friday 24 April 2026

Memory price surge reshapes global notebook competition in 2026

The global notebook market is undergoing a structural shift in competitive dynamics in 2026, moving from product specifications and pricing battles to group-level integrated capabilities as the core of competition. Memory supply chain control has emerged as a key indicator of brand competitiveness, directly impacting shipment volumes and operational performance.

Friday 24 April 2026

MCU supplier Artery weighs price hikes on AI capacity squeeze, new applications drive growth

Microcontroller supplier Artery Technology (Arterytek or Arterychip) delivered a strong start to 2026, posting first-quarter consolidated revenue of NT$653 million (approx. US$20.1 million), a record high for a single quarter. Full-year revenue is projected to grow by up to 60%, driven by a combination of new product launches and expanded demand from existing customers.

Friday 24 April 2026

Exclusive: Google ramps new TPU servers, Taiwan suppliers gain share

Google's unveiling of its eighth-generation tensor processing unit (TPU) at Cloud Next 2026 is expected to drive the next wave of growth in the application-specific integrated circuit (ASIC) server supply chain, with Taiwanese manufacturers expanding their role, according to supply chain sources.

Friday 24 April 2026

BizLink builds Southeast Asia manufacturing network with distinct roles across key markets

Driven by geopolitical shifts and supply chain restructuring, Southeast Asia has become an important destination for Taiwanese electronics manufacturers seeking to expand capacity and diversify risk. The rise of AI servers and semiconductor equipment markets has further strengthened the region's strategic position in global supply chains.

Friday 24 April 2026

PC chipmakers warn CPU shortages cloud 2026 shipment outlook

CPU shortages in the PC sector have emerged as a new concern for shipments this year, in addition to ongoing memory supply issues. Industry players supplying PC peripheral chips observe that while current CPU shortages from x86 vendors like Intel and Advanced Micro Devices (AMD) have not yet severely impacted PC shipment forecasts, future trends remain uncertain.

Thursday 23 April 2026

Apollo Power secures backing from SEEC, Phison, and Gigabyte for AI data center power solutions

Apollo Power is targeting the behind-the-meter energy storage market in Taiwan through a partnership with Tesla to deploy the latter's Megapack enterprise-level energy storage systems (ESS), coupled with Apollo Power's proprietary software technology and power dispatch platform. Beyond its first corporate project at Phison Electronics, Apollo Power has received strong backing from major shareholders including Shihlin Electric (SEEC), Phison, and Gigabyte, and is positioning itself to become a leading energy solution provider for AI computing centers.

Thursday 23 April 2026

Innos lists on OTC market, leveraging probe card demand wave with three major growth engines

Probe card full-line automation equipment supplier Innostar Service (Innos) has been listed on the over-the-counter (OTC) market on April 22. Looking ahead, Innos stated that AI applications have stimulated semiconductor industry demand, driving expansion in the probe card market. The company has developed a full-line automation equipment expected to meet customer needs and propel strong revenue growth by 2026, while maintaining high gross margins.

Thursday 23 April 2026

Taiwan's three major polarizer makers undergo transformation in medical, semiconductor, and automotive businesses

Growing pressure from capacity expansion in China, price competition, and compressed profit margins for traditional display applications has prompted Taiwan-based polarizer manufacturers to accelerate their transformation. Companies including BenQ Materials, Cheng Mei Materials Technology (CMMT), and Optimax Technology are diversifying their roles across medical, semiconductor materials, and automotive applications. Their objective is to mitigate industry risk and obtain a second growth curve.

Wednesday 22 April 2026

Brightek posts March loss as Nantong plant ramps up in 2H26

LED packaging maker Brightek reported consolidated revenue of NT$161 million (US$5.1 million) in the first quarter of 2026, down 9.7% year on year, impacted by the transition period at its new Nantong plant in Jiangsu, China, which began operations at the end of 2025. The company posted a net loss after tax of NT$3.95 million for March alone, widening its losses from the same month last year, with a loss per share of NT$0.06.

Wednesday 22 April 2026

AI optical communication and automotive demand boost TXC, Taitien quartz component sales in 1Q26

Benefiting from strong AI high-frequency, high-speed transmission and communications infrastructure demand, TXC reported robust AI optical communication orders in the first quarter of 2026, driving its highest-ever quarterly revenue. The company's March 2026 revenue reached NT$1.1 billion (approx. US$35.3 million), up 2.7% year-over-year; cumulative revenue for the first three months of 2026 hit NT$3.3 billion, a 5.5% annual increase and a record for this period.

Tuesday 21 April 2026

Seiko Epson unveils long-term vision for sustainable growth

Seiko Epson, which marked its 50th anniversary in 2025, recently launched a long-term vision plan, the Engineered Future 2035, addressing AI, geopolitical shifts, and digital transformation challenges. The company emphasized using return on invested capital (ROIC) as a key management metric to optimize capital allocation, realign its business portfolio, and concentrate resources on growth sectors to enhance operational performance and core value.

Tuesday 21 April 2026

AI reshapes memory supply; Global Electronics Association warns that traditional procurement strategies will fail

The Global Electronics Association has released a report highlighting how AI demand is redistributing memory supply, causing extended lead times, rising prices, and increased market uncertainty for electronics manufacturers worldwide.

Monday 20 April 2026

Brands boost wearable device sales to offset smartphone shipment pressure

Rising prices for key upstream components such as memory have dampened global smartphone shipments, prompting brands to boost memory inventory, raise the share of mid- to high-end models, expand China-only flagships overseas, and accelerate sales of accessories like earphones and smartwatches to offset revenue losses and protect margins in the coming quarters.

Monday 20 April 2026

SDC's 8.6-gen OLED approaches 90% yield, expected to supply 2 million panels to Apple in 2026

According to industry sources cited by The Elec, Samsung Display's (SDC) 8.6G OLED line has recently surpassed an 85% yield rate, approaching the industry's "golden yield" threshold of 90%. The initial ramp-up of the line has stabilized, and sample production is currently underway. Mass production expected to begin in June–July 2026. The panels are slated for Apple's 14-inch and 16-inch MacBook Pro models, with shipments potentially reaching around 2 million units in 2026.

Sunday 19 April 2026

Largan eyes FAU opportunity as smartphone downgrades loom

Optical lens giant Largan held its first quarter of 2026 earnings call on April 16, hosted by chairman En-Ping Lin. The company posted 7% year-on-year revenue growth — but headwinds are building as smartphone makers look to downgrade specifications.

Saturday 18 April 2026

VLSI TSA 2026 explores quantum architecture and AI healthcare innovations

The 2026 International Symposium on VLSI Technology, Systems and Applications (VLSI TSA) kicked off on April 14, gathering over 800 semiconductor professionals worldwide. The conference focused on next-generation core areas including GenAI inference acceleration, wafer-level computing, and terahertz wireless communication, while also delving into quantum computer system architectures and extending the reach of semiconductors to AI-driven cardiac analysis and other smart healthcare applications.

Saturday 18 April 2026

Largan expects full capacity in 2H26; FAU customer details remain undisclosed

Leading optical lens manufacturer Largan Precision held its first-quarter 2026 earnings call on April 16, reporting consolidated revenue of NT$15.54 billion (approx. US$492.37 million) for the quarter. The company cited seasonal factors and market fluctuations for the roughly 10% decline from the fourth quarter of 2025, while noting 7% year-over-year growth.

Friday 17 April 2026

CPU shortage more acute than memory; industry awaits Intel 18A yield improvement

A global CPU shortage is disrupting PC and industrial-computing supply chains, as processors are out of stock even at premium prices, while memory is limited but purchasable. The scarcity threatens notebook and industrial PC availability worldwide and may persist for some time until Intel's 18A process yields improve, industry sources warn.

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