CONNECT WITH US
NEWS TAGGED DEMAND
Friday 28 November 2025
Google's TPU shakes up ASIC market, challenging Nvidia's lead
Google's push to expand its Tensor Processing Unit platform is drawing renewed attention across the AI chip sector, prompting debate over whether the company intends to challenge...
Friday 28 November 2025
Daikin targets AI cooling boom with plan to triple North America revenue
Daikin Industries said at a 27 November briefing in Osaka that soaring server-cooling demand from the rapid uptake of generative AI has led the company to target over JPY300 billion...
Friday 28 November 2025
Samsung Display cautious on OLEDoS ramp as yields stay low
Samsung Display has started producing OLED on Silicon panels for extended-reality devices, but the company is holding back on mass production as low yields and a still-nascent XR...
Friday 28 November 2025
Apple's IT demand lifts global OLED material spending 6.2% in 3Q25
Global OLED panel makers ramped up emissive-material purchases in the third quarter of 2025, largely fueled by stronger sales of Apple's iPhone and iPad lines.
Friday 28 November 2025
Topco Scientific eyes strong 2026 growth in photoresist and silicon wafers
Topco Scientific (TSC) expects semiconductor material demand to remain robust through 2026, driven by AI-led advanced process capacity utilization and strong memory market momentum...
Friday 28 November 2025
Teinco expands green energy trading, US operations, steady through Taiwan solar industry overhaul
Amid rising global demand for green energy and geopolitical supply chain shifts, solar engineering, procurement, and construction (EPC) firm Teinco Technology is harnessing its expertise...
Friday 28 November 2025
Hotai Motor sticks to 2025 sales target as hybrid demand lifts market share

Hotai Motor, the Taiwanese distributor of Toyota, Lexus, and Hino vehicles, expressed confidence in achieving its 2025 sales target of...

Friday 28 November 2025
Commentary: Taiwan's IC design edge in ASIC development
Taiwan's IC design sector has rapidly expanded in the application-specific integrated circuit (ASIC) market, driven by growing demand for AI applications. MediaTek has entered Google's...
Friday 28 November 2025
Exclusive: CSPs lock in memory capacity with two-year LTAs through 2028
Explosive AI demand is accelerating a historic global memory chip shortage, with major cloud service providers (CSPs) securing multi-year long-term agreements (LTAs) to guarantee...
Friday 28 November 2025
Commentary: China's humanoid robot boom faces order uncertainty
The humanoid robot sector in China is experiencing rapid growth in production capacity, despite unclear large-scale demand, as companies prepare for anticipated commercialization...
Friday 28 November 2025
MiTAC confident in 2026 growth despite macro environment challenges
As 2025 wraps up, MiTAC Holdings president Billy Ho has stated that it has been a year of changes and challenges. He noted that 2026 will still have obstacles, including geopolitics,...
Friday 28 November 2025
India's solar boom meets overcapacity as exports weaken
India's fast-expanding solar sector is entering a critical juncture as ambitious government targets, rising domestic manufacturing capacity, and weakening export demand create the...
Friday 28 November 2025
TSMC exit fuels Taiwan-US rivalry in GaN market
TSMC announced in mid-2025 that it will fully exit the gallium nitride (GaN) foundry business within two years. The strategic move refocuses resources on advanced silicon manufacturing...
Friday 28 November 2025
Chinese smartphone makers face cost pressures, plan product cuts or price hikes
Amid surging demand from artificial intelligence (AI) servers and high-end personal computers, prices of DRAM and LPDDR5 memory have soared, placing heavy cost pressures on budget...
Friday 28 November 2025
Philippines' green energy push draws Taiwan solar, storage firms
The Philippines is rapidly advancing its green energy infrastructure to meet rising electricity demand driven by economic growth and data center expansion. Taiwanese energy companies...