CONNECT WITH US
NEWS TAGGED DEMAND
Monday 24 November 2025
Lenovo builds a 50% inventory buffer to hold PC prices through 2025
Lenovo expects component costs to stay elevated but says its inventory buffer, scale, and long-term supplier contracts will keep PC and server prices steady through 2025. During its...
Monday 24 November 2025
Acer subsidiary Altos Computing lists on Taiwan's Emerging Stock Board, sharpening its AI computing push

Acer subsidiary Altos Computing began trading on Taiwan's over-the-counter market on the 21st, advancing its bid to serve rising enterprise...

Monday 24 November 2025
Samsung reportedly converts NAND lines to DRAM to meet surging AI memory demand
Samsung Electronics is reportedly preparing to convert portions of its NAND flash production lines in Pyeongtaek and Hwaseong into DRAM facilities as the company races to meet surging...
Monday 24 November 2025
Taiwan emerges as key alternative for US automakers accelerating China exit
Ongoing US-China tensions have sparked the most significant automotive supply chain shift in decades. Disruptions at semiconductor maker Nexperia have pushed US automakers to cut...
Monday 24 November 2025
Visco Vision monthly capacity to reach 52 million contact lenses in 3Q26
Contact lens manufacturer Visco Vision is ramping up production to meet growing demand, aiming to increase its monthly capacity to 49 million pieces in the fourth quarter of 2025...
Monday 24 November 2025
Nvidia's move into mobile memory sparks supply and price concerns
Nvidia plans to incorporate mobile-grade LPDDR memory into future AI servers, a shift that could trigger a severe supply squeeze and drive prices significantly higher through 2026...
Monday 24 November 2025
Nvidia shifts to LPDDR for AI servers, Samsung poised to benefit most
Nvidia is reportedly adopting low-power DDR (LPDDR) memory in its servers to enhance power efficiency, marking a major shift in memory architecture. Industry analysts suggest this...
Monday 24 November 2025
China's LFP price war curb meets industry skepticism
China's Industrial Association of Power Sources (CIAPS) recently issued a Notice on Referencing the Lithium Iron Phosphate Cost Index and Regulating Industry Development, an effort...
Monday 24 November 2025
Memory supercycle frenzy expected to drive Samsung and SK Hynix 2025 tax payments
South Korea's leading chipmakers, Samsung Electronics and SK Hynix, are projected to pay a combined corporate tax of approximately KRW6 trillion (US$4.2 billion) for the year 2025,...
Monday 24 November 2025
Singapore explores nuclear power potential, collaborates with Europe and US on SMR research
Singapore Prime Minister Lawrence Wong stated that the government is studying multiple energy options but needs to carefully evaluate each option due to the country's limited land...
Monday 24 November 2025
Doosan poised to secure exclusive Nvidia Rubin CCL supply as EMC fails GB300 test
Doosan Electronic Business Group (Doosan Electro-Materials) is on track to become the exclusive supplier of copper-clad laminate (CCL) for Nvidia's next-generation AI chip, Rubin,...
Sunday 23 November 2025
SK Hynix reportedly plans to boost 1c DRAM output eightfold in 2026
SK Hynix is reportedly preparing a major ramp-up of its next-generation 1c DRAM production, with plans to increase capacity eightfold in 2026 to meet rising demand for high-performance...
Saturday 22 November 2025
Allis Electric braces for critical growth phase amid Taiwan's power grid expansion
Electromechanical manufacturer Allis Electric (AEC) has identified the years 2026 to 2028 as a key growth period, driven by Taiwan Power Company's (Taipower) accelerated resilient...
Friday 21 November 2025
Taiwan foundry and tech manufacturing remains irreplaceable as exports surge
The Ministry of Economic Affairs (MOEA) announced on November 20 that Taiwan's export orders reached US$69.37 billion in October 2025, down slightly by US$850 million or 1.2% from...
Friday 21 November 2025
GMI Cloud plans AI factory in northern Taiwan amid grid challenges
US data center startup GMI Cloud recently announced plans to build an AI factory in Taoyuan, northern Taiwan, with a projected scale exceeding the current 5MW limit set by the state-run...