Taiwan’s Eurocharm eyes peak 2026 on North American powersports cycle, Vietnam EV shift, and server rack entry

Taiwan’s major precision parts maker Eurocharm Holdings is forecasting a record-breaking 2026, driven by robust North American SUV-related demand, a structural shift toward electric scooters in Vietnam, and early traction in a new server rack business expected to become a key growth driver from 2027. The company expects full-year revenue to approach NT$9 billion (approx. US$281.9 million) as its diversified order base strengthens across automotive, powersports, and electronics segments.

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AI server probe pulls back the curtain on the evolving journey of Taiwan’s motherboard industry

An ongoing investigation into alleged AI server smuggling has once again put Taiwan’s motherboard industry under the spotlight. Veteran motherboard maker Albatron Technology has become a focal point after its general manager, Alex Lu, and an employee of Super Micro Computer (Supermicro) were detained without visitation rights as part of the investigation.

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Surging oil prices drive demand spike in Europe’s used EV market

Rising oil prices as a result of the war in Iran have caused the originally sluggish used electric vehicle (EV) market in Europe to flip, with demand now outpacing supply. Three-year-old used EVs are now priced at around EUR20,000, falling within reach of most consumers, while also offering lower long-term charging costs than fuel for internal combustion engine (ICE) vehicles. However, it remains to be seen how long this demand surge will last.

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Yageo to raise capacitor prices, extending AI cost pressure to EMS and OEM customers

Leading passive components supplier Yageo is reportedly set to raise capacitor prices across the board from July 1, according to supply chain sources. The price hikes will cover tantalum capacitors, multilayer ceramic capacitors (MLCCs), film capacitors, aluminum electrolytic capacitors, and solid capacitors, with average increases ranging from 10-20%. For the first time, the adjustment will also apply to direct customers, including EMS and OEM manufacturers.

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Yageo chairman takes control of Anpec board

After Yageo confirmed its stake in Taiwanese power management IC maker Anpec, attention has turned to whether the group will deepen its involvement in Anpec’s operations as part of a broader consolidation strategy. Anpec previously said that, based on the current understanding between the two companies, Yageo invested because it sees Anpec’s operating performance as attractive and wants exposure to the semiconductor industry. Yageo also planned to use its distribution channels to help bring products to international markets and had no intention of intervening in operations. However, Anpec’s leadership change suggests the two sides have clearly agreed to deepen cooperation.

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