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    NEWS TAGGED DEMAND
    Wednesday 12 November 2025
    AEM swings back to profit on strong demand and product mix shift

    Flexible copper-clad laminate (FCCL) manufacturer Asia Electronic Materials (AEM) said at an investor conference on November 10 that strong...

    Wednesday 12 November 2025
    WT Microelectronics and WPG post record October revenue on soaring AI chip demand
    Taiwan's top IC distributors WT Microelectronics (WTMEC), WPG Holdings, Edom Technology, and Supreme Electronics reported their October 2025 results, highlighting robust AI-driven...
    Wednesday 12 November 2025
    Nexperia crisis triggers IC design supply chain reshuffle
    The Nexperia chip crisis is gradually calming down, but the disruption has already had significant impacts on the automotive supply chain. According to IC design companies, the situation...
    Wednesday 12 November 2025
    Piotech leads growth as Chinese chip equipment makers post mixed 3Q25 results
    Major semiconductor equipment makers in China reported mixed results in the third quarter of 2025. Naura posted the highest revenue in the third quarter of 2025, while Piotech delivered...
    Wednesday 12 November 2025
    ChipMOS returns to profit as memory demand rebounds; chairman sees strong 2026 ahead
    Taiwan-based semiconductor tester and packager ChipMOS Technologies swung back to profit in the third quarter of 2025, buoyed by a sharp rebound in memory demand. Chairman Shih-Jye...
    Wednesday 12 November 2025
    DB HiTek rides power management chip boom to strong 3Q25 growth
    South Korean foundry DB HiTek reported provisional results, showing that its revenue for the third quarter of 2025 reached KRW374.7 billion (approx. US$256 million), while operating...
    Wednesday 12 November 2025
    CXMT and Tesla's chip plans challenge South Korea's semiconductor lead
    South Korea's semiconductor industry, boosted by AI-driven HBM memory demand, faces challenges as China's CXMT speeds up HBM3 production and Tesla plans to create its own wafer fab...
    Wednesday 12 November 2025
    Wistron and Quanta report record profits as AI server and storage demand drives 2025 growth
    Wistron Group delivered record profits in the third quarter and first three quarters of 2025 on strong AI server demand, while Quanta Storage also hit historic highs in the first nine...
    Wednesday 12 November 2025
    AMD projects US$1 trillion AI chip market by 2030, bets big on data center boom
    AMD used its analyst day on November 11 to outline an ambitious long-term roadmap powered by accelerating AI demand, projecting sharp gains in revenue, profitability, and market share...
    Wednesday 12 November 2025
    Coretronic shifts strategy to auto and AR gear amid projector sales decline
    Coretronic Corporation is expanding beyond its growing drone business, setting plans to mass-produce new automotive projection and augmented reality (AR) optical engines in the first...
    Tuesday 11 November 2025
    China smartphone market, 3Q 2025

    Introduction

    Tuesday 11 November 2025
    Powerlogic eyes strong 4Q25 growth on robust GPU demand
    Fan manufacturer Powerlogic reported solid momentum in the third quarter of 2025, driven by strong shipments of next-gen graphics cards, particularly the growing demand for Nvidia's...
    Tuesday 11 November 2025
    Sony raises annual forecast on yen slide, image sensor surge, and Demon Slayer windfall

    Sony Group lifted its operating profit forecast for fiscal 2025 to JPY1.43 trillion (approx. US$9.3 billion) from JPY1.33 trillion, beating...

    Tuesday 11 November 2025
    Walsin Lihwa eyes offshore wind and AI infrastructure with Kaohsiung submarine cable plant
    Weak market conditions and the impact of European summer holidays drove down stainless steel sales volume and prices in the third quarter of 2025. Taiwan-based cable and stainless...
    Tuesday 11 November 2025
    With consumer spending slump, home appliance and display vendors pivot to commercial and rental models
    Geopolitical tensions, inflation, and a sluggish housing market have dampened global consumer demand for home appliances and display terminals in recent years. Despite weaker B2C purchasing...
    41/176 pages
    Research Report Database
    BIZ FOCUS
    Jan 6, 16:39
    MSI Unveils Full Lineup of AI Products at CES 2026
    Tuesday 6 January 2026
    SK hynix Showcases Next Generation AI Memory Innovation at CES 2026
    Tuesday 6 January 2026
    Mobilint Brings Award-Winning Edge AI Hardware to the Global Stage at CES 2026
    Tuesday 6 January 2026
    Skyted's Sound Bubble at CES 2026
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook