05
Mar
Egis Technology and its subsidiaries are jointly exhibiting at the 2026 Mobile World Congress (MWC 2026). Centered on integrated terrestrial and space connectivity, physical AI, and low-power intelligent computing, the group is highlighting its comprehensive capabilities in satellite IoT, edge AI visual perception, drone system integration, ultra-low latency wireless transmission, and ultra-low power AI chips.
05
Mar
WT Microelectronics sees 2026 growth despite memory price hikes
The semiconductor market in 2026 is expected to be driven by strong AI demand but faces challenges from rising prices of memory and passive components. WT Microelectronics said the impact of memory price increases, along with localized hikes in passive component costs, remains manageable for its operations. Data center expansion is also fueling a surge in power IC demand, positioning WT Microelectronics’ 2026 momentum to surpass that of 2025. The company plans to continue investing in high-growth sectors such as data centers and servers.
05
Mar
Glass fiber shortage hits IC substrates, MGC follows Resonac with 30% CCL price hike
Demand from Nvidia and Apple has intensified shortages of high-end glass fiber cloth used in IC substrates, driving broad price increases for related materials and squeezing profit margins for copper clad laminate (CCL) suppliers. Japanese materials makers have recently taken the lead in raising prices, shifting rising costs downstream to customers and end markets.
05
Mar
Beyond EMS: Lens Technology ships PCIe 5.0 enterprise SSDs, moves into AI data center storage
Lens Technology said SSDs assembled for enterprise NVMe storage supplier DERA have entered mass shipment at its facility in the Xiangtan Economic and Technological Development Zone, marking the company’s expansion into the high-end data center storage supply chain.
05
Mar
Column: US drone policy reshapes supply chain opportunities for Taiwan
On June 6, 2025, US President Donald Trump signed two executive orders—”Unleashing American Drone Dominance” and “Restoring American Airspace Sovereignty”—mandating that the US drone industry exclude technology, parts, and materials from controlled countries (China, Russia, Iran, North Korea). The orders encourage adopting allied technologies to build an autonomous, resilient domestic ecosystem supporting the low-altitude economy and critical defense needs.
05
Mar
Syncmold braces for satellite boom, plans Thailand plant and product launches in 2026–2027
Syncmold is moving deeper into the low Earth orbit satellite (LEO) supply chain, aiming to turn nascent demand for ground receivers and satellite components into a larger share of revenue as launches and receiving-equipment procurement accelerate globally.
05
Mar
Tesla’s Grunheide overhaul signals shift to multi-product ‘superfactory’ with implications for European automakers
Tesla’s Gigafactory in Grunheide, Germany, is being repurposed into a multi-product manufacturing hub after CEO Elon Musk outlined five transformation initiatives to address falling capacity utilization and mounting labor disputes.
04
Mar
The new Apple Studio Display XDR and Apple Studio Display go official
04
Mar
AOC G24B36Z debuts with a 260Hz 23.8″ Fast IPS display
04
Mar