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    NEWS TAGGED DEMAND
    Thursday 20 November 2025
    Nvidia sees a US$500bn Blackwell–Rubin pipeline through 2026 despite a muted China quarter
    Nvidia sees clear visibility to US$500 billion in revenue from its Blackwell and Rubin platforms through the end of 2026, with AI infrastructure demand continuing to outstrip supply...
    Thursday 20 November 2025
    Nvidia’s 3Q FY26 blowout challenges talk of an AI bubble
    Nvidia delivered another quarter of rapid growth in the third quarter of fiscal year 2026, with sales jumping 62.49% on soaring AI-related demand. Data center revenue led the performance,...
    Thursday 20 November 2025
    Henkel to Present Breakthrough Die Attach Technology in Upcoming Power Device Webinar

    As the demand for high-performance power semiconductors continues to escalate across automotive and industrial sectors, Henkel is addressing one of the industry's most...

    Thursday 20 November 2025
    Edom says memory price hikes impact demand, but high-value-added products are less affected
    IC distributor Edom Technology says that the notebook (NB) and networking markets are the two major development pillars for Taiwan, and that the networking market in particular holds...
    Thursday 20 November 2025
    DRAM buyers lock in six-month deals as AI demand triggers a scramble for supply
    DRAM shortages are worsening as global AI investment expands. Price negotiations that were previously conducted on a monthly or quarterly basis are now increasingly being adjusted...
    Thursday 20 November 2025
    How GlobalFoundries is turning silicon photonics into its strongest lever for US-led AI growth
    GlobalFoundries (GF) will host a webcast at 10:00 a.m. ET on December 3, 2025, to outline its strategy for the fast-emerging physical AI market. Executives will detail demand trends,...
    Wednesday 19 November 2025
    Ofuna Technology sees rising PCB and IC substrate demand amid AI growth, plans capacity expansion
    Ofuna Technology, a provider of PCB laser drilling equipment and processing services, reported a surge in demand driven by the AI industry wave during an investor briefing on November...
    Wednesday 19 November 2025
    SK Hynix projected to dominate Nvidia's HBM4 demand amid rising prices
    SK Hynix Inc. is set to capture about 80% of Nvidia Corporation's sixth-generation high-bandwidth memory (HBM4) demand in 2026, according to market forecasts. This strong positioning...
    Wednesday 19 November 2025
    Samsung ramps up 1c DRAM output in bid to regain edge in memory market
    Samsung Electronics is undertaking one of its most significant DRAM expansions in years, aggressively scaling production of its next-generation 1c DRAM as intense global AI demand...
    Wednesday 19 November 2025
    ADATA forecasts tight memory supply through 2026 amid rising DDR5 prices
    Memory module manufacturer ADATA Technology Co. predicts the tight memory supply situation will continue through 2026, raising concerns about possible shipment reductions in consumer...
    Wednesday 19 November 2025
    Gold Circuit Electronics approves NT$8.5 billion for factory rebuild and Thailand expansion
    Gold Circuit Electronics (GCE), a major manufacturer of networking and server printed circuit boards (PCBs), announced the approval of two capex projects totaling NT$8.5 billion (approx...
    Wednesday 19 November 2025
    HPI Corp sees 3Q25 growth amid enterprise IT upgrade wave, plans overseas expansion
    Rising demand for enterprise IT equipment upgrades and cybersecurity has boosted the order intake of system integrators, including HPI Corp, which announced a pre-listing performance...
    Wednesday 19 November 2025
    AI and chip demand drives Taiwan air freight rates higher
    Taiwan's air cargo market is bracing for further increases in shipping prices as sustained demand for AI servers and semiconductor components drives record export volumes. Freight...
    Wednesday 19 November 2025
    DFI bets big on edge AI, predicts drone demand surge in 2026

    DFI is sharpening its focus on edge AI and long-lifecycle industrial markets as global supply chains shift and AI deployments accelerate...

    Wednesday 19 November 2025
    Taiwan suppliers will determine silicon photonics breakout
    Silicon Valley venture firm Playground recently held a media event in Taiwan featuring a fireside chat with Ayar Labs, a silicon photonics startup backed by leading chipmakers including...
    3/163 pages
    Research Report Database
    BIZ FOCUS
    Oct 2, 10:32
    SK Group partners with OpenAI to advance global AI infrastructure
    Thursday 30 October 2025
    Asian Power Devices Officially Launches New Vietnam Factory, Setting a New Global Production Milestone
    Thursday 30 October 2025
    BIWIN Mini SSD Named to TIME's 'Best Inventions of 2025'
    Thursday 23 October 2025
    Femtometrix Honored by the World's Leading Memory Manufacturer, for Pioneering Optical Process Control Technologies
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