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    LandMark Optoelectronics posts record revenue in June, expands for post-2028 growth
    2min ago
    Greatek Electronics advances Taiwan+1 plan with acquisition of Onsemi Philippines packaging plant
    8min ago
    Huawei HarmonyOS misses China government OS shortlist despite top security rating
    16min ago
    China's chip equipment makers ramp up expansion as AI and memory boom fuel domestic demand
    21min ago
    Samsung said to seek up to 20% DRAM price hike as AI demand tightens supply
    24min ago
    Exclusive Interview: Dutch startup Nearfield bets on process control to rival EUV in AI chip manufacturing
    25min ago
    India's chip mission enters harder phase: deciding where to compete
    28min ago
    NEWS TAGGED DEMAND
    Monday 25 May 2026
    Global PMX shifts into AI server cooling as demand for AI compute soars
    Global PMX reported full-year consolidated revenue of NT$7.823 billion (US$249.3 million) for 2025, up 1.71% year-over-year, and after cost and product-mix improvements posted net...
    Monday 25 May 2026
    Huawei targets AI optical networking with InP chip startup investment
    Huawei is expanding deeper into AI optical networking and silicon photonics (SiPh) through a new investment in an indium phosphide (InP) optical chip startup, as rising AI data center...
    Monday 25 May 2026
    Samsung Electro-Mechanics secures large silicon capacitor supply contract
    Samsung Electro-Mechanics (Semco)'s KRW1.5 trillion (approx. US$990 million) silicon capacitor supply contract with a major global company could reshape component supply for AI servers,...
    Monday 25 May 2026
    Nvidia, Intel, and AMD all in on AI: server supply chain faces shortage of orders, but does for three critical resources
    Nvidia, AMD, and Intel are all optimistic about AI development. However, server supply chain companies admit that orders are no longer the issue. Instead, what is most lacking are...
    Monday 25 May 2026
    EGAT pivots into drones to capture US and European defense and commercial demand
    Evergreen Aviation Technologies Corporation (EGAT) said it expanded into drone manufacturing to serve growing overseas demand, pursuing customers in the US and shipments to Europe...
    Monday 25 May 2026
    AI spending forces enterprises to shorten SaaS deals and demand new pricing protections
    Rising enterprise investment in AI tools is prompting customers to compress traditional software-as-a-service contracts and extract stronger commercial protections, executives and...
    Monday 25 May 2026
    Tech Forum 2026: AI data centers turn to on-site power amid grid constraints
    DIGITIMES analyst Sabrina Yu warned that artificial intelligence data centers face four major energy challenges — rising GPU thermal design power, a new high-voltage direct current...
    Monday 25 May 2026
    Syntec Technology profit hits record as AI drives factory automation demand

    Syntec Technology reported record quarterly revenue and profit for the first quarter of 2026, as demand for high-end control systems and...

    Monday 25 May 2026
    AI server boom lifts memory interface chip leader, but DDR5 risks linger
    Montage Technology, a company that does not manufacture memory chips itself but instead supplies the interface chips linking CPUs and memory, has quietly emerged as one of the semiconductor...
    Sunday 24 May 2026
    China smartphone sales plunge 16% around May Day holidays as memory price hikes squeeze demand
    China's smartphone sales fell 16% year‑over‑year during the two weeks surrounding the 2026 May Day holiday, a drop that signals wider implications for global supply chains...
    Sunday 24 May 2026
    AI server boom squeezes Samsung Electro-Mechanics' component supply

    Samsung Electro-Mechanics is emerging as another beneficiary of the AI data center buildout, as demand for high-end capacitors and package...

    Saturday 23 May 2026
    Hengs lists on Taiwan Innovation Board to scale solar-plus-storage across Asia-Pacific
    Hengs listed on the Taiwan Innovation Board on May 22, positioning the firm to expand its solar-plus-storage and energy management services across the Asia-Pacific as corporate demand...
    Saturday 23 May 2026
    Lenovo revenue rises 27% as AI demand helps offset PC market strain

    Lenovo reported a 27% increase in revenue for the fourth quarter of its 2026 fiscal year, which ended March 31, as demand tied to artificial...

    Saturday 23 May 2026
    Analysis: AMD bets the future of AI runs on CPUs as much as GPUs
    Under CEO Lisa Su, AMD is reshaping itself for the age of artificial intelligence. To describe AMD today simply as a hardware company is no longer accurate. As Jensen Huang has often...
    Friday 22 May 2026
    Taiwan broadband CPE industry, 1Q 2026: 10G upgrades drive volume but pricing pressures linger

    Introduction

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    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook