CONNECT WITH US
NEWS TAGGED DEMAND
Wednesday 8 April 2026
Adata, Team Group post record March sales, expect 40% contract price hike in 2Q26
Memory module giants Adata Technology and Team Group both reported record-high revenue for March 2026. Adata's monthly revenue surpassed NT$10.54 billion (approx. US$330.19 million),...
Wednesday 8 April 2026
Memory rally lifts Adata to record quarter, AI demand fuels outlook

Adata reported record monthly revenue in March, surpassing NT$10 billion (US$315 million) for the first time and lifting first-quarter...

Wednesday 8 April 2026
Taiwan's Zhen Ding projects AI-driven surge as next-gen platforms hit production

Looking ahead, Taiwan's printed circuit board giant Zhen Ding Technology expects a strong growth trajectory beginning in the second quarter,...

Wednesday 8 April 2026
AI server cooling demand boosts heat sink makers' growth outlook
Heat sink manufacturers continue to benefit from the surge in AI-driven server growth, with Asia Vital Components (AVC), Auras, and Jentech all posting record-high revenues in March...
Wednesday 8 April 2026
China's AI and cloud firms step up use of domestic chips
China's leading AI and cloud companies are shifting toward domestically produced AI chips, a move with global implications for supply chains, technology competition, and cloud services...
Wednesday 8 April 2026
Chinese SSD maker DapuStor sees rising QLC demand as AI drives storage growth
Chinese enterprise SSD (eSSD) maker DapuStor entered its IPO subscription phase in early April 2026, driven by rapid expansion in AI infrastructure. The company recently observed multiple...
Wednesday 8 April 2026
Uber deploys AWS custom chips to scale AI and cut compute costs

US ride-hailing platform Uber has announced a partnership with Amazon Web Services (AWS) to deploy its in-house custom chips, aiming to...

Wednesday 8 April 2026
AI server boom lifts Taiwan's ACES Electronics into the high-speed interconnect race
As AI servers grow more complex and bandwidth demands surge, components once considered peripheral—connectors and high-speed cables—are emerging as critical determinants...
Wednesday 8 April 2026
Kioxia considers first dividend as long-term contracts shape global memory strategy
Kioxia Holdings, Japan's NAND flash memory producer, is exploring the possibility of paying its first dividend since listing in December 2024, reflecting confidence...
Wednesday 8 April 2026
Hygon revenue jumps 68% on AI compute demand, expands CPU–GPGPU platform
China's domestic compute chipmaker Hygon Information Technology reported strong earnings growth, underscoring its rising role in China's AI and data center infrastructure buildout.
Wednesday 8 April 2026
Chicony Power eyes 2x growth in 2H26 communication power supply on notebook orders, satellite demand
Power supply manufacturer Chicony Power Technology reported on April 7 that its unaudited consolidated revenue for March 2026 reached NT$882 million (approx. US$27.6 million), up 35.92%...
Wednesday 8 April 2026
With SpaceBridge, BWant anchors Taiwan's satellite ambitions

As global demand for satellite communications accelerates, Taiwan's role in the supply chain is beginning to shift. On April 2, BWant...

Tuesday 7 April 2026
Advantech tops US$635 million in 1Q26 revenue on edge AI demand surge

Driven by accelerating real-world deployment of edge AI applications across major global markets, industrial PC (IPC) maker Advantech reported...

Tuesday 7 April 2026
Intel challenges TSMC CoWoS as Amazon, Google reportedly explore alternatives

AI-driven demand is pushing advanced chip packaging to its limits, exposing constraints in TSMC's CoWoS capacity and forcing hyperscalers...

Tuesday 7 April 2026
China seeks break from Nvidia CUDA grip in AI chips

Generative AI is concentrating control of computing power within a narrow set of architectures and ecosystems. Wei Shaojun, chairman of...