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    NEWS TAGGED DEMAND
    Wednesday 11 February 2026
    Topoint plans second price hike in 1Q26 as tungsten price rises
    Affected by the continued rise in tungsten carbide prices, PCB drill manufacturer Topoint Technology said that it plans to implement another price increase in the first quarter of...
    Wednesday 11 February 2026
    Strong CSP investment spurs AI data center growth and boosts component shipments
    Strong investment from international cloud service providers is driving robust growth in AI data centers in 2026 and lifting shipments for electronic component distributors, according...
    Wednesday 11 February 2026
    South Korean IC designers face year-long packaging delays
    Surging demand for artificial intelligence servers and high-performance computing (HPC) has tightened capacity across the semiconductor supply chain. For many small South Korean communications...
    Wednesday 11 February 2026
    Why SMIC’s full fabs don’t guarantee fatter profits
    China's largest contract chipmaker Semiconductor Manufacturing International Corporation (SMIC) reported a resilient fourth quarter and record full-year results for 2025, supported...
    Wednesday 11 February 2026
    Nam Liong says order visibility extends in 3Q25 as advanced materials enter trial ramp-up
    Nam Liong Global said its overall order visibility has extended through the third quarter of 2026, with advanced materials for the electronics technology industry clearing customer...
    Wednesday 11 February 2026
    Coretronic expects February shipments to decline amid off-season, fewer workdays
    Taiwanese display solutions provider Coretronic reported consolidated revenue of NT$3.21 billion (US$101.86 million) for January 2026, down 21% from NT$4.06 billion in December 2025,...
    Wednesday 11 February 2026
    Coretronic warns seasonal dip but sees 10-20% annual growth potential across product lines
    Coretronic said shipments of its energy-saving and imaging products will fall in the first quarter of 2026 due to seasonal factors and fewer working days, while projecting 10–20%...
    Wednesday 11 February 2026
    Memory squeeze from AI demand threatens industrial PC margins and delivery timelines
    The expansion of computing power driven by generative AI has repositioned memory as a critical resource, with data centers and AI servers redefining its value and leaving industrial...
    Wednesday 11 February 2026
    Novatek predicts memory and visual edge AI to be the main demand drivers in 2026
    Taiwanese display driver IC (DDI) giant Novatek recently held an investor briefing, where Vice Chairman and General Manager Steve Wang said that memory supply and costs will be the...
    Wednesday 11 February 2026
    DIGITIMES Insight: Intel 14A delays expose cracks in AI infrastructure expectations
    Intel's 14A process node has become a focal point for the semiconductor industry, with market observers viewing it as a critical test of the company's manufacturing resurgence strategy...
    Wednesday 11 February 2026
    AI demand pushes Taiwan's Topco Scientific to record January revenue

    Taiwanese semiconductor materials distributor Topco Scientific (TSC) reported record revenue for January 2026, buoyed by robust demand...

    Wednesday 11 February 2026
    Taiwan exports exceed NT$2 trillion in January, memory shortage escalates
    Taiwan's Ministry of Finance (MOF) announced on February 9, 2026, that Taiwan's exports in January 2026 hit a record high, surpassing NT$2 trillion (US$63.4 billion) for the first...
    Tuesday 10 February 2026
    AUO turns profitable in 2025, expects revenue growth through 2026 despite uncertainties
    AUO posted a net profit for full-year 2025, reversing previous losses, and anticipates quarterly revenue increases throughout 2026 despite ongoing macroeconomic uncertainties, including...
    Tuesday 10 February 2026
    Renesas turns to China and India for recovery after first net loss in six years
    Renesas Electronics recorded its first net loss in six years in fiscal 2025, reflecting weak demand for automotive semiconductors and a limited contribution from AI-related products...
    Tuesday 10 February 2026
    Vanguard sees modest recovery as capacity use rises in early 2026

    Vanguard International Semiconductor (VIS) reported consolidated revenue of NT$4.01 billion (approx. US$127 million) in January 2026,...

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    aiexpo2026
    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
    iMetricjVeeam Q1 E2E Cyber V ANZ
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook