Offshore wind key to Taiwan energy autonomy, with developers calling for third-party info platform

Despite rising offshore wind installation costs due to the pandemic and the Russia-Ukraine war, with some projects experiencing delays, offshore wind remains a critical option supporting Taiwan’s energy independence and corporate green power demand. Developers emphasize strong industrial demand for green electricity but note that market information is insufficient. They call for establishing an independent, credible, and transparent third-party information platform to help buyers assess pricing and timing.

Continue reading

Micron’s DDR5 outsourcing ramp redraws memory packaging trajectories through 2026

Memory demand remains overheated and supply tight, driving upstream manufacturers to lift utilization while majors such as Micron pivot toward customized, higher value-added output. This is fueling continued growth in outsourced packaging and testing (OSAT) and underpinning an unusually strong fourth quarter of 2025, with visibility now stretching well into the second half of 2026.

Continue reading

SK Hynix reportedly eyes low-power DRAM foundry to fend off China memory surge

SK Hynix’s rumored plan to enter low-power DRAM contract manufacturing for the first time is drawing industry attention, amid speculation that the move is driven by intensifying competition from China’s fast-advancing memory suppliers. The shift could have ripple effects for Taiwanese foundries that currently handle much of South Korea’s fabless memory output.

Continue reading

BizLink eyes virtual-physical integration to boost high-speed computing R&D

Cable assembly manufacturer BizLink is advancing its research and development capabilities by integrating AI, automation, multiphysics simulation, and digital twin technologies to meet the surging demand in the high-speed computing market. The company points out that the core R&D challenges lie in achieving both high speed and high power, extending into mechanical structure analysis, making cross-domain integration an essential capability.

Continue reading

WUS Printed Circuit targets over 40% AI-driven HPC revenue by 2026 amid capacity expansion

Taiwan-based printed circuit board (PCB) manufacturer WUS Printed Circuit announced an ambitious plan on December 11 to drive its high-performance computing (HPC) segment to account for more than 40% of total revenue by 2026. The company reported that HPC currently represents 33% of its sales, with order visibility extending into the first half of 2026, signaling strong demand momentum.

Continue reading

ENE Technology invests in two Taiwanese drone firms to boost UAV integration and systemization

ENE Technology has announced strategic investments in two Taiwanese drone manufacturers, Hsuan Yuan Tech Co. (HY Tech) and Aeroprobing Inc., aiming to advance systematized products and proprietary-brand unmanned aerial vehicles (UAVs). The move signifies the company’s transformation from embedded controller expertise to broader system integration and diversified UAV services.

Continue reading