CONNECT WITH US
NEWS TAGGED DEMAND
Saturday 18 April 2026
Defense and trade tensions fuel growth for Taiwan's Parpro
Amid surging demand from low-Earth orbit satellites, aerospace, and defense, Parpro Corporation expects a sharp acceleration in core business growth in 2026, supported by a maturing...
Saturday 18 April 2026
Memory price surge hits Xiaomi shipments, forces strategy shift
Rising memory prices are reshaping the global smartphone market. The shift is triggering a broad slowdown and accelerating structural shifts across China's handset industry. Data from...
Saturday 18 April 2026
Commentary: AI drives CPU crunch, lifting data center demand and pricing

The global AI boom is shifting infrastructure bottlenecks from GPUs to CPUs, as inference-heavy and agentic AI workloads push compute demands...

Saturday 18 April 2026
bEMC advances Micro LED optical transmission with key POC validation
The surge in AI data center demand is rapidly accelerating the need for high-speed data transmission, prompting LED manufacturers to target opportunities in optical communications...
Friday 17 April 2026
Lens Technology swings to loss on weak smartphone demand, FX pressure
Lens Technology reported a sharp earnings reversal in the first quarter of 2026, weighed down by softer demand for smartphones and PCs and rising financial costs, even as it continues...
Friday 17 April 2026
Accelerating enterprise AI: Hardware advancements and compute architecture transformation
As generative AI moves from research and development into enterprise-scale deployment, the underlying AI infrastructure is undergoing a structural realignment driven by a new phase...
Friday 17 April 2026
MLCC, inductor prices climb as AI demand meets cost pressure
Global passive component prices are rising, led by Japanese suppliers, with the trend spreading across China and Taiwan. Higher raw material costs and AI-driven demand are tightening...
Friday 17 April 2026
Memory module maker Apacer beats full-year 2025 profit in first quarter, inventory climbs

Memory module maker Apacer Technology reported its consolidated financial results for the first quarter of 2026, with revenue reaching...

Friday 17 April 2026
Topoint bond deal signals wider supply risk for global AI hardware makers
The surge in AI-grade high-speed computing is pushing printed circuit board manufacturing toward thicker, higher-layer designs, creating a strategic, global shortage of advanced coated...
Friday 17 April 2026
UMC signals 2026 wafer price adjustment amid tightening demand and capacity pressure
United Microelectronics Corp. (UMC) is expected to raise wafer foundry prices in the second half of 2026, as demand for logic and memory-related applications remains resilient and...
Friday 17 April 2026
Foxconn Industrial Internet surpasses Huawei in 2025 revenue, driven by AI servers
Foxconn's industrial arm, Foxconn Industrial Internet (FII), has ridden the AI server boom to become a revenue leader, illustrating to global manufacturers how advanced production...
Friday 17 April 2026
China wafer maker NSIG lifts revenue on 300mm momentum
National Silicon Industry Group (NSIG) reported full-year 2025 revenue growth driven by higher 300mm wafer shipments, though pricing pressure and high fixed costs weighed on margin...
Friday 17 April 2026
TSMC remains top choice for European AI chip startups amid capacity scramble
European efforts to advance sovereign AI and chip autonomy are gaining momentum, but European AI chip startups say they still primarily rely on TSMC for high-performance computing...
Friday 17 April 2026
Taiwan's OSAT expansion could tighten global test capacity and raise costs
Taiwan's outsourced semiconductor assembly and test industry is expanding rapidly, driven by AI, high-performance computing, and memory demand. Global supply chains may face tighter...
Friday 17 April 2026
Analysis: ASML lifts 2026 guidance on strong EUV demand
ASML delivered first-quarter 2026 results that exceeded expectations, prompting management to raise its full-year guidance despite a cautious outlook for the second quarter. The company...