CONNECT WITH US
NEWS TAGGED DEMAND
Tuesday 2 June 2026
Agentic AI triggers widespread computing crunch across global supply chain
In 2026, a global compute shortage spanning chips, cloud services, servers, and data-center components is sweeping across the industry. The scarcity of compute and broad price hikes...
Tuesday 2 June 2026
GCS Shenzhen connects Chinese brands with global markets
Global Connect Show Shenzhen 2026 (GCS SZ 2026) was successfully held on June 1 in Shenzhen, China's innovation hub. Under the theme "Where Global Innovation Meets Market Opportunity,"...
Tuesday 2 June 2026
China's underwhelming holiday season shows memory hikes still weigh on consumer demand
After sharp swings in the memory spot market in April and May 2026, the industry's tight supply-demand balance has not changed. Spot prices through the end of May have recovered modestly...
Tuesday 2 June 2026
YMTC SSDs target Asia-Pacific consumer market from Taiwan
Yangtze Memory Technology is moving its retail SSD brand into the Asia-Pacific consumer market, beginning with Taiwan and later expanding to Singapore and South Korea. The shift comes...
Tuesday 2 June 2026
HPE pulls forward long-term targets as AI infrastructure demand surges
Hewlett Packard Enterprise (HPE) reported a record second fiscal quarter of 2026, with management saying accelerating demand for AI infrastructure, networking, and enterprise modernization...
Tuesday 2 June 2026
Taiwan PCB output could top NT$1 trillion in 2026, but risks remain
Taiwan's printed circuit board (PCB) makers are expected to see domestic and overseas output rise 15.1% year-over-year to NT$1.05 trillion (approx. US$33.5 billion) in 2026, according...
Tuesday 2 June 2026
Honor launches entry-level X6d 5G in Taiwan as low-end competition heats up
Honor expanded its Taiwan lineup with the launch of the Honor X6d 5G after entering the market in April 2026 with a flagship model, the company announced, seeking to capitalize on...
Tuesday 2 June 2026
China's weak property market, soft domestic demand and sluggish factory investment keep growth under pressure
China's economy remained under pressure in 2026 as a weak property sector, sluggish domestic demand, and slow manufacturing investment outweighed resilient trade, according to research...
Tuesday 2 June 2026
Twoway Group sees three years of growth from North America DOCSIS 4.0 upgrade cycle
Twoway Group held its shareholders meeting on June 1, during which shareholders approved the company's 2025 financial statements and profit distribution plan.
Tuesday 2 June 2026
GSEO sees 2H26 demand lifts from smartphones, AI glasses, and high-end optics
GSEO expects a traditional peak season in the second half as smartphone camera customers prepare to ramp new-model orders from mid- to late June, while AI glasses have become its second-largest...
Tuesday 2 June 2026
Commentary: Intel turns AI packaging crunch into foundry comeback test
Intel's foundry revival may depend less on beating TSMC at the most advanced process nodes than on whether it can turn AI-driven demand into a profitable advanced packaging busines...
Tuesday 2 June 2026
Analysis: Advanced packaging shifts from TSMC dominance to industry collaboration
Nvidia CEO Jensen Huang has repeatedly backed TSMC's price hikes, saying its advanced process and supply-chain services are difficult and highly valuable. As AI chip demand surges,...
Monday 1 June 2026
Formosa Plastics Group shifts to AI, semiconductors, and grid opportunities
Formosa Plastics Group (FPG) is stepping up its transformation into higher-value businesses, with AI, semiconductors, and power grid opportunities emerging as key new growth engines...
Monday 1 June 2026
Suntek maintains upbeat 2H26 outlook for Taiwan's auto market, as tariffs, energy prices remain key
PG Union Corporation, the Taiwanese distributor for the luxury car brand Alfa Romeo, launched the Alfa Romeo Junior on May 27, which comes in the Ibrida hybrid and Elettrica 280 Veloce...
Monday 1 June 2026
Compeq says AI infrastructure will drive sharp revenue and profit gains in 2027 and 2028
Compeq Manufacturing Co. told shareholders on May 28 that AI infrastructure demand has transformed the printed circuit board industry and will push high-end PCB manufacturing complexity,...