CONNECT WITH US
NEWS TAGGED DEMAND
Saturday 17 January 2026
NAND makers hike prices up to 100%, squeezing low-end consumer drives
The large-scale deployment of artificial intelligence servers has driven a sharp increase in demand for mass storage, with market sources saying NAND flash contract prices for the...
Saturday 17 January 2026
Samsung DS rebounds to record KRW20 trillion under new leadership
Samsung Electronics Vice Chairman Jun Young-hyun, since his appointment in May 2024, has spearheaded significant changes at the company's Device Solutions (DS) division, reversing...
Saturday 17 January 2026
Amkor to close longstanding Japan chip plant as EV demand slows

Amkor Technology, the US-based semiconductor packaging and testing company, said it will close its Hakodate plant in northern Japan by...

Saturday 17 January 2026
TSMC sees memory price hikes unlikely to curb demand as Apple and Samsung adapt
Tight memory supply has driven market prices sharply higher, prompting industry expectations that 2026 PC and smartphone end-demand will face downward pressure. However, TSMC stated...
Saturday 17 January 2026
Canon eyes 2027 inkjet wafer planarization launch

Canon said on January 13 that it has developed a new wafer planarization technology designed to uniformly smooth surface irregularities...

Saturday 17 January 2026
Apple's LCD demand gives Radiant room to expand into AR and OLED
Radiant, a key supplier of Apple's backlight modules, is positioning itself to benefit from both legacy and emerging display technologies. While Apple continues to push toward OLED...
Saturday 17 January 2026
TSMC chair confirms long-term AI demand and commitment to US expansion
At its January 15, 2026, earnings call, TSMC chairman C.C. Wei addressed questions on the authenticity of AI demand, capital expenditure plans, and US capacity expansion. Wei stated...
Saturday 17 January 2026
Packaging and testing cluster expected to emerge as TSMC Arizona GigaFab expands
During TSMC's first earnings call of 2026, CEO C.C. Wei said that key metrics at its Arizona fabs are approaching the level of advanced manufacturing in Taiwan. Rising demand from...
Friday 16 January 2026
Biwin Storage profit jumps 427% as memory cycle turns
China's domestic memory module maker Biwin Storage Technology has released the A-share market's first major 2025 profit outlook, signalling a sharp earnings rebound as memory prices...
Friday 16 January 2026
Samsung to lift DRAM output 5% in 2026 as supply tightness persists
Samsung Electronics is expected to increase DRAM production by about 5% this year, but the expansion is unlikely to ease the global supply shortage as demand continues to outpace available...
Friday 16 January 2026
Apple taps Google Gemini to power Siri, pushing private cloud and Taiwan's AI supply chain

As the race to embed artificial intelligence into consumer devices heats up, Apple has formally confirmed a strategic partnership with...

Friday 16 January 2026
US AI data centers face grid connection delays, drive new power supply models
As demand for artificial intelligence computing surges globally, US AI data centers (AIDCs) are increasingly hindered by prolonged delays in securing power grid connections. The average...
Friday 16 January 2026
Taiwan's semiconductor test solution sector set for rapid growth amid AI chip demand surge
Taiwan's semiconductor test solution providers are poised for strong growth in 2025, driven by rising demand for AI, HPC, and ASICs. With wafer foundries and OSAT providers expanding...
Friday 16 January 2026
Commentary: TSMC's unstoppable momentum faces one wild card
Record profits. Soaring margins. Relentless demand. TSMC's January 15, 2026, earnings call painted a picture of semiconductor dominance so complete it seems almost untouchable. Alm...
Friday 16 January 2026
Taiwan's urban mobility surges on digital platforms and shared transport
Taiwan's urban mobility market has undergone a significant transformation since 2025, driven by the rising adoption of digital platforms and evolving consumer travel habits. LINE GO,...