08 Aug
Latest News and Trends

Compeq says satellite and data center orders will drive second-half growth

Compeq Manufacturing said on August 6 that satellite and data center demand helped lift second-quarter performance, with revenue reaching a record for the period and management expecting further gains through the rest of 2026. The high-density interconnect (HDI) printed circuit board (PCB) maker cited stable shipments of high-end smartphone and low-Earth-orbit satellite products, along with rapidly rising data center sales.

Continue reading

08 Aug
Latest News and Trends

TSMC, ASE, WPG: the white-knight battles that built Taiwan’s chip empire

Powerchip chairman Frank Huang, who spent much of his career mirroring the trajectory of Taiwan’s memory and foundry industries and was set to ride the AI boom into profitability in 2026, has passed away. His passing has revived memories of a 1999 attempt to block UMC’s aggressive bid for Powerchip, when Huang sought help from TSMC founder Morris Chang and eventually saw Vanguard International Semiconductor (VIS) invest in Powerchip to counter UMC.

Continue reading

08 Aug
Latest News and Trends

Taiwan team builds high-performance MoS2 transistor to ease 2D semiconductor limits

Taiwan researchers announced on August 6 that they had developed a high-performance monolayer molybdenum disulfide (MoS2) top-gate transistor designed to address a long-standing interface problem in two-dimensional semiconductors. The work brought together teams from National Yang Ming Chiao Tung University, Academia Sinica’s Research Center for Applied Sciences, and Taiwan Semiconductor Manufacturing Co., according to Taiwan’s National Science and Technology Council.

Continue reading

08 Aug
Latest News and Trends

IT panel demand cools as August prices hold steady

IT panel demand weakened in the third quarter, with both monitors and notebook panels facing a demand correction after early restocking in the first half of the year. But with chip and other component costs remaining high and panel makers seeing limited room for profit, suppliers are showing little willingness to cut prices, while brand customers have not intensified pricing pressure, leaving August IT panel prices likely to stay flat.

Continue reading

08 Aug
Latest News and Trends

Elan warns CPU and DRAM shortages will strain 2H26 PC demand

Taiwanese touch controller maker Elan held an earnings call on August 5 and said overall operations in the second quarter of 2026 were still solid, but the PC market in the third quarter and second half could be tougher than in the first half. The company said component shortages are disrupting customer shipments because of imbalances in parts supply, though it will stay in close contact with customers and remain ready to handle rush and urgent orders.

Continue reading

08 Aug
Latest News and Trends

Interview: SailPoint says Taiwan hardware leads but identity governance lags

Taiwan’s hardware manufacturing sector leads globally, but the country’s level of investment in cybersecurity software and identity governance still ranks in the back half of the Asia-Pacific region, SailPoint Taiwan, Hong Kong, and Macau managing director Simon Tai told DIGITIMES in an interview. As the tech industry speeds up digital transformation, remote collaboration, outsourced workflows, and AI agents are increasingly common in enterprise operations, shifting the focus of corporate cybersecurity defenses.

Continue reading

08 Aug
Latest News and Trends

Commentary: China IC design rules reshape patent battles

China’s State Council has released a revised version of the regulations on the protection of IC layout designs, set to take effect on October 15, 2026. It is the first full overhaul since the rules were issued in 2001, adding protection for photonic and quantum IC designs, increasing punitive damages for intentional infringement, and improving systems for layout design registration, licensing, and rights enforcement.

Continue reading