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NEWS TAGGED DEMAND
Sunday 10 May 2026
AI demand fills Vanguard's Singapore fab ahead of schedule
Vanguard International Semiconductor said AI-driven demand has largely offset geopolitical and macroeconomic headwinds and will be the dominant force shaping semiconductor industry...
Sunday 10 May 2026
King Slide says AI compute demand is not a bubble and expects strong 2Q26 orders
King Slide, a maker of server rails and high-end mechanical components, said on May 7 that AI compute demand is not a bubble and that orders were expected to remain strong in the second...
Sunday 10 May 2026
Samsung boosts Galaxy S26 Ultra, A17 output as Q2 slowdown looms
Samsung Electronics has reportedly raised its May production plans for the Galaxy S26 series, with the Galaxy S26 Ultra leading the increase as demand for the company's premium smartphones...
Sunday 10 May 2026
Taiwan's IntelliEPI warns of severe indium phosphide supply shortage
As AI data centers demand ever-faster networking speeds and more advanced optical interconnects, one of the semiconductor industry's lesser-known materials is emerging as a major c...
Saturday 9 May 2026
What's driving the TSMC-Sony AI sensor JV?
TSMC and Sony Semiconductor Solutions signed a non-binding memorandum of understanding on May 8 to establish a joint venture developing and manufacturing next-generation AI image sensors,...
Saturday 9 May 2026
Quanta, Compal notebook shipments sink 30%-plus in April as Q1 pull-forward hangover hits
Quanta Computer and Compal Electronics, two of Taiwan's largest notebook contract manufacturers, posted April shipment declines exceeding 30% as a wave of orders pulled into late March...
Saturday 9 May 2026
Wistron profit triples on server surge, AI demand seen robust
Wistron reported a sharp first-quarter rebound, with consolidated revenue of NT$846.3 billion and net profit of NT$9.631 billion, driven by a surge in server shipments that accounted...
Saturday 9 May 2026
Samsung accelerates Pyeongtaek fab expansion as memory supercycle builds
Samsung Electronics is reportedly moving up construction of the final production line at its Pyeongtaek semiconductor campus, accelerating one of its largest capacity-expansion projects...
Saturday 9 May 2026
Power chip shortages deepen as AI server demand and GaN battles escalate

Global power semiconductor suppliers are entering a new upcycle marked by tightening supply, rising prices, and intensifying technology...

Saturday 9 May 2026
Adata sees DRAM, NAND prices rise 40% in 2Q26
Adata said DRAM and NAND flash contract prices will each climb more than 40% in the second quarter of 2026, as supply is kept tight by cloud server giants that have already locked...
Saturday 9 May 2026
Global semiconductor market faces shortages as AI demand strains supply chains

Since the second half of 2025, the global semiconductor industry has been squeezed by a rare convergence of forces: surging artificial...

Friday 8 May 2026
TSMC reports record April sales as AI chip demand puts Asia supply in focus
TSMC said on May 8 that revenue for the first four months of 2026 rose 29.9% from a year earlier, offering a further sign of the strength of the world's largest contract chipmaker...
Friday 8 May 2026
Novatek raises margin outlook on stronger product mix and early shipments
Novatek Microelectronics, one of Taiwan's leading display driver IC (DDI) makers, said revenue in the first quarter of 2026 was supported by growth in system-on-chip (SoC) and large-size...
Friday 8 May 2026
LCD monitor panel prices climb again: BOE, TCL CSOT tighten supply amid Taiwan, South Korea cuts

The LCD TV panel inventory replenishment cycle is nearing its end, but LCD monitor panel prices are expected to extend gains in May as...

Friday 8 May 2026
Sony, TSMC form Japanese joint venture to push image sensors into automotive and robotics
TSMC and Sony Semiconductor Solutions have signed a non-binding memorandum of understanding to establish a joint venture (JV) for next-generation image sensor development and manufacturing,...