CONNECT WITH US
NEWS TAGGED DEMAND
Thursday 9 April 2026
Intel–Terafab collaboration highlights potential role for 18A in next-generation AI manufacturing
The collaboration between Intel and Elon Musk under the Terafab initiative is emerging as a potential catalyst for demand for Intel's most advanced manufacturing node, 18A, even as...
Thursday 9 April 2026
Transcend posts record March sales, 1Q26 revenue hits nearly 80% of 2025
Memory module maker Transcend reported a new monthly revenue high in March 2026 of NT$5.7 billion (approx. US$178.8 million), up 78.6% month-over-month and 3.8 times year-over-year...
Thursday 9 April 2026
Apple hit by Mac shipping delays as DRAM shortage intensifies
Apple's US online store is currently showing extreme shipping delays of 4-5 months for several upgraded RAM configurations of the Mac mini and Mac Studio, highlighting a severe supply...
Thursday 9 April 2026
Geopolitics and AI is redrawing the global chip packaging landscape
The AI computing boom is reshaping where semiconductors get packaged. Geopolitical pressure and supply chain diversification are pushing capacity well beyond its traditional strongholds...
Thursday 9 April 2026
AI chip demand tightens ABF substrate supply, three-year upcycle in sight
As AI CPUs, GPUs, and application-specific integrated circuits (ASICs) advance to new generations, they are driving a sharp increase in both substrate size and layer counts. Simultaneously,...
Thursday 9 April 2026
Silicon Motion warns AI-driven NAND shortages will deepen in 2027, reshaping memory market
Silicon Motion said AI-driven NAND supply constraints are causing structural shifts in the memory industry and warned the imbalance will worsen in 2027 as cloud service provider 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...