CONNECT WITH US
NEWS TAGGED DEMAND
Tuesday 18 November 2025
OSE plans price hikes and capacity expansion as memory market tightens
Orient Semiconductor Electronics (OSE) said the global memory industry has shifted decisively into a "seller's market," prompting the company to pass higher costs to customers and...
Tuesday 18 November 2025
South Korea's OLED giants forecast a strong 2025 on rising TV and monitor demand

The outlook for South Korea's two major display makers—LG Display (LGD) and Samsung Display (SDC)—is strengthening as both...

Monday 17 November 2025
Reducer demand rises as humanoid robot competition intensifies across Taiwan and China
As the integration of production technology advances, the demand for humanoid robots and robotic dogs is growing, with the reducer—a key component known for its high gross margin...
Monday 17 November 2025
South Korea's solar exports collapse as China deepens global supply chain control
Despite surging global demand for solar energy, South Korean manufacturers are seeing export volumes contract as China deepens its dominance over upstream silicon wafer and module...
Monday 17 November 2025
Shuang Bang expects demand recovery in 2026, maintains cautious outlook on performance
Shuang Bang anticipates demand for its three main product lines to rebound in 2026 amid easing US reciprocal tariffs and depleted brand inventories, with a cautiously optimistic view...
Monday 17 November 2025
Kinsus Interconnect races to expand AI server capacity amid surge in orders
Kinsus Interconnect Technology is rushing to implement emergency expansion plans as AI server orders surge, according to Pegatron chairman TH Tung.
Monday 17 November 2025
Microsoft launches AI superfactory to mitigate grid load
Microsoft has activated its data center in Atlanta, Georgia, connecting it with another Fairwater project data center in Wisconsin. This will support OpenAI and its own LLM training,...
Monday 17 November 2025
Hiwin Mikrosystem secures strong semiconductor advanced packaging orders
Hiwin Mikrosystem, leveraging years of expertise in nanometer-level high-precision positioning platforms and direct-drive motors, has successfully penetrated the semiconductor and...
Monday 17 November 2025
Auras Technology reports record highs amid strong liquid cooling demand
The demand for liquid cooling in AI server racks is soaring, driving significant operational growth for Taiwanese cooling module manufacturer Auras Technology. Chairman Yu-shen Lin...
Monday 17 November 2025
TSMC accelerates CoPoS mass production to 2029, Taiwan suppliers win first orders
The market is focusing on rising demand for Nvidia AI GPUs and various ASICs, with optimism growing as TSMC plans to expand its CoWoS capacity and sees OSAT partners joining the race...
Monday 17 November 2025
Samsung commits US$31 billion to AI and semiconductor production in South Korea over five years
Samsung Group has unveiled plans to invest around KRW450 trillion (approx. US$309.10 billion) in manufacturing and R&D across South Korea over the next five years. This investment...
Monday 17 November 2025
Qisda deepens AI push
Qisda chairman Peter Chen said the company's third-quarter 2025 performance was weaker than previous years' seasonal peaks, mainly due to currency fluctuations and tariffs. He noted...
Monday 17 November 2025
ZDT and Compeq gain on strong iPhone 17 sales, eye AI server growth in 2026
Taiwanese PCB makers Zhen Ding Technology (ZDT) and Compeq Manufacturing posted solid third-quarter 2025 results, lifted by stronger-than-expected sales from Apple's iPhone 17 lineup...
Monday 17 November 2025
Tainan to host AI factory focused on drones, medical devices, and manufacturing
SignalPro is committing NT$3 billion (approx. US$100 million) to construct an advanced AI factory in Tainan, a strategic move designed to supply critical computing power and inference...
Sunday 16 November 2025
Research Insight: What's next for the hydrogen energy industry?
The development of the hydrogen energy industry has been driven by demand from application sectors, including scenarios ranging from hydrogen vehicles to power usage. Although global...