31 Aug
Latest News and Trends

U-Best races to launch PFAS-free coatings by 1Q27

U-Best Innovative Technology, a unit of Sun Yad Group, is accelerating development of fluorine-free coatings to capture replacement demand driven by EU and US state-level regulations restricting the use of per- and polyfluoroalkyl substances (PFAS) and other “forever chemicals.” The company is targeting high-end applications in foldable phones, semiconductors, and displays, with product launches expected in the first quarter of 2027 at the earliest.

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31 Aug
Latest News and Trends

Unimicron search puts spotlight on cross-border manufacturing for Taiwan’s electronics sector

Unimicron, a major Taiwanese IC substrate maker, came under intense supply chain scrutiny last week after reports that prosecutors and investigators searched the company over a suspected “origin washing” case. The move has put long-standing cross-border production arrangements in Taiwan’s electronics sector under sharper review.

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31 Aug
Latest News and Trends

AI Macs, Part 1: OpenAI reportedly buys tens of thousands of Macs for reinforcement learning

Apple’s Mac mini and Mac Studio are becoming unlikely fixtures in AI infrastructure. OpenAI has reportedly bought tens of thousands of the desktops for reinforcement learning and is seeking more, while Anthropic is renting Mac minis through Amazon Web Services, according to The Information. The systems are being used partly to train computer-use agents that operate software, test code and complete multi-step digital tasks.

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31 Aug
Latest News and Trends

Nvidia demand nearly doubles as supply meets only 70%

Nvidia reported second-quarter revenue for fiscal year 2027 of US$96.22 billion, a 106% year-over-year increase, driven by a 117% surge in data center revenue to US$89 billion. With third-quarter revenue of fiscal year 2027 projected to hit US$108 billion and full-year fiscal year 2028 revenue expected to grow around 70%, Nvidia revealed that current supply capabilities meet only about 70% of customer demand. This indicates that the primary constraint on Nvidia’s sustained hyper-growth has officially shifted to the supply side.

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31 Aug
Latest News and Trends

Gudeng chairman says trust underpins Taiwan supply chains amid Unimicron row

Gudeng Precision Industrial chairman Bill Chiu said on August 31, 2026, that trust is the core foundation of Taiwan’s place in the global supply chain, as he commented on sensitive issues including alleged country-of-origin labeling violations involving PCB maker Unimicron. He said Taiwanese firms gain opportunities in global markets because of Western customers’ trust, warning that undermining that trust would be self-defeating.

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