CONNECT WITH US
NEWS TAGGED DEMAND
Wednesday 28 January 2026
BYD reportedly considers local assembly in India as local EV demand surges
Chinese automaker BYD is reportedly exploring options to expand its presence in India, including local assembly, as demand for its electric vehicles (EVs) continues to rise, according...
Wednesday 28 January 2026
TI outlook points to tentative recovery as cash flow strength offsets profit pressure
Texas Instruments' (TI) latest results and guidance suggest a cautious rebound in demand, particularly in industrial and automotive markets, even as profits remain under pressure....
Wednesday 28 January 2026
King Yuan Electronics recovers most stolen semiconductor test equipment, strengthens controls
King Yuan Electronics (KYEC), a leading semiconductor testing company, has recovered over 80% of stolen IC test load boards and other equipment after an internal engineer allegedly...
Wednesday 28 January 2026
As China races to localize auto chips, Taiwan locks onto upmarket
In recent years, Chinese companies have significantly increased their investment in automotive semiconductors, aiming to accelerate the development of a domestic supply chain. Yet...
Wednesday 28 January 2026
MediaTek partners with Google, targets US$10 billion ASIC business by 2027
MediaTek's performance in ASICs has been the center of market interest as it continues to heavily invest in Taiwan and North America to break into the cloud AI market. Rumors have...
Wednesday 28 January 2026
TI sees uneven recovery: Industrial rebuilds and data center booms, but consumer electronics fade
Texas Instruments' latest commentary during its Q4 2025 earnings call on January 27, 2026, shows a company increasingly shaped by industrial, automotive, and data center demand, even...
Wednesday 28 January 2026
TI accelerates capacity push, shrugs off memory shortages
Texas Instruments (TI) signaled urgency around capacity planning, stressing that today's capital spending choices will determine its ability to serve demand years ahead, while downplaying...
Wednesday 28 January 2026
Taiwan-US tariff resolution to boost machine tool industry, signaling structural recovery and growth
Following the resolution of tariffs between Taiwan and the US, market concerns are expected to ease, leading to clearer procurement signals from end users and fostering optimism that...
Wednesday 28 January 2026
China's TV subsidies lose traction, shipments likely to decline in 2026
China will continue implementing its national subsidy policy in 2026, but with stricter conditions and higher thresholds. Judging from TV sales trends in 2025, the subsidies had already...
Wednesday 28 January 2026
China's conditional H200 approval rewire Samsung-SK Hynix rivalry
China has reportedly been conditionally approving corporate purchases of Nvidia's H200, reshaping HBM supply-demand dynamics. According to Seoul Economic Daily and G-enews,...
Wednesday 28 January 2026
Memory shortages raise alarm across the auto industry
A deepening global memory chip shortage is beginning to raise serious concerns within the automotive industry, as surging demand from artificial intelligence (AI) applications increasingly...
Wednesday 28 January 2026
Taiwan's auto market sees cautious recovery as tariff talks and tax reforms bring clarity for 2026
Taiwan's automotive market faced caution and subdued consumer demand throughout 2025 due to uncertainties over US tariffs and delayed tax amendments. Market confidence improved late...
Tuesday 27 January 2026
Taipower taps Westinghouse for nuclear restart safety checks in the face of AI power surge and net-zero pressures
Taiwan Power Company (Taipower) has launched autonomous safety inspections for the planned restart of its second and third nuclear power plants, targeting submission of formal reactivation...
Tuesday 27 January 2026
Semco reports record revenue for 2025, driven by AI and automotive sectors
Samsung Electro-Mechanics (Semco) achieved a record annual revenue of approximately KRW11.31 trillion (approx. US$7.79 billion) in 2025, marking a 10% increase from the previous year,...
Tuesday 27 January 2026
TSMC and Nvidia ignite AI growth, Taiwan supply chain accelerates expansion
With strong demand for AI servers, TSMC—holding the vast majority of AI chip orders—is executing major expansions in advanced process technology and packaging capacity...