CONNECT WITH US
NEWS TAGGED DEMAND
Wednesday 12 November 2025
WT Microelectronics and WPG post record October revenue on soaring AI chip demand
Taiwan's top IC distributors WT Microelectronics (WTMEC), WPG Holdings, Edom Technology, and Supreme Electronics reported their October 2025 results, highlighting robust AI-driven...
Wednesday 12 November 2025
Nexperia crisis triggers IC design supply chain reshuffle
The Nexperia chip crisis is gradually calming down, but the disruption has already had significant impacts on the automotive supply chain. According to IC design companies, the situation...
Wednesday 12 November 2025
Piotech leads growth as Chinese chip equipment makers post mixed 3Q25 results
Major semiconductor equipment makers in China reported mixed results in the third quarter of 2025. Naura posted the highest revenue in the third quarter of 2025, while Piotech delivered...
Wednesday 12 November 2025
ChipMOS returns to profit as memory demand rebounds; chairman sees strong 2026 ahead
Taiwan-based semiconductor tester and packager ChipMOS Technologies swung back to profit in the third quarter of 2025, buoyed by a sharp rebound in memory demand. Chairman Shih-Jye...
Wednesday 12 November 2025
DB HiTek rides power management chip boom to strong 3Q25 growth
South Korean foundry DB HiTek reported provisional results, showing that its revenue for the third quarter of 2025 reached KRW374.7 billion (approx. US$256 million), while operating...
Wednesday 12 November 2025
CXMT and Tesla's chip plans challenge South Korea's semiconductor lead
South Korea's semiconductor industry, boosted by AI-driven HBM memory demand, faces challenges as China's CXMT speeds up HBM3 production and Tesla plans to create its own wafer fab...
Wednesday 12 November 2025
Wistron and Quanta report record profits as AI server and storage demand drives 2025 growth
Wistron Group delivered record profits in the third quarter and first three quarters of 2025 on strong AI server demand, while Quanta Storage also hit historic highs in the first...
Wednesday 12 November 2025
AMD projects US$1 trillion AI chip market by 2030, bets big on data center boom
AMD used its analyst day on November 11 to outline an ambitious long-term roadmap powered by accelerating AI demand, projecting sharp gains in revenue, profitability, and market share...
Wednesday 12 November 2025
Coretronic shifts strategy to auto and AR gear amid projector sales decline
Coretronic Corporation is expanding beyond its growing drone business, setting plans to mass-produce new automotive projection and augmented reality (AR) optical engines in the first...
Tuesday 11 November 2025
China smartphone market, 3Q 2025

Introduction

Tuesday 11 November 2025
Powerlogic eyes strong 4Q25 growth on robust GPU demand
Fan manufacturer Powerlogic reported solid momentum in the third quarter of 2025, driven by strong shipments of next-gen graphics cards, particularly the growing demand for Nvidia's...
Tuesday 11 November 2025
Sony raises annual forecast on yen slide, image sensor surge, and Demon Slayer windfall

Sony Group lifted its operating profit forecast for fiscal 2025 to JPY1.43 trillion (approx. US$9.3 billion) from JPY1.33 trillion, beating...

Tuesday 11 November 2025
Walsin Lihwa eyes offshore wind and AI infrastructure with Kaohsiung submarine cable plant
Weak market conditions and the impact of European summer holidays drove down stainless steel sales volume and prices in the third quarter of 2025. Taiwan-based cable and stainless...
Tuesday 11 November 2025
With consumer spending slump, home appliance and display vendors pivot to commercial and rental models
Geopolitical tensions, inflation, and a sluggish housing market have dampened global consumer demand for home appliances and display terminals in recent years. Despite weaker B2C...
Tuesday 11 November 2025
Hushan Autoparts sees rising aftermarket demand amid ongoing tariff impact
Hushan Autoparts has reported consolidated revenue of NT$133 million (approx. US$4.29 million) for October 2025, driven mainly by car door handle sales of about NT$63 million, automotive...