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    Samsung, SK Hynix reported to cut reliance on China-made chip tools
    Jul 6, 18:31
    Samsung SDI reportedly wins AIDC battery cell order from Simplo
    Jul 6, 18:31
    South Korea aims to commercialize hydrogen rail by 2029
    Jul 6, 18:31
    China sodium-ion battery boom raises new supply chain risks
    Jul 6, 18:31
    Exclusive: Lithium price surge fuels sodium battery rush as China accelerates mass production
    Jul 6, 18:31
    US Army expands drone parts production at Tobyhanna to reduce reliance on China
    Jul 6, 18:31
    NEWS TAGGED DEMAND
    Tuesday 7 July 2026
    BBU demand lifts Taiwanese battery module makers as AI server adoption expands
    Battery backup (BBU) module demand from AI servers continued to rise in June, supporting revenue growth at Taiwanese suppliers AES-KY, Simplo Technology and STL. These companies have...
    Tuesday 7 July 2026
    Fulltech's Thailand plant targets AI and satellite demand
    Fulltech held the groundbreaking ceremony for phase one of its new Thailand plant on July 5, 2026, with chairman Yuan-Pin Chang saying the project will require about NT$3.1 billion...
    Tuesday 7 July 2026
    Chicony Electronics reports June revenue gain as AI PC demand builds
    Chicony Electronics said June 2026 revenue rose on quarter-end pull-in demand, with power supply products leading the increase. The Taiwanese electronics supplier said the mix of higher-end...
    Tuesday 7 July 2026
    JLC revenue climbs 40% as Taiwan's circular economy law takes effect
    JLC reported a sharp rise in June revenue after Taiwan's Resource Circularity Promotion Act took effect, while the lead-acid battery recycler also benefited from early investment in...
    Tuesday 7 July 2026
    Sercomm posts record second-quarter revenue as AI boosts broadband demand

    Sercomm reported record June 2026 revenue of NT$7.27 billion, up 12.2% from May and 70.8% from a year earlier, as AI-related network...

    Tuesday 7 July 2026
    Apple foldable to lift OLED TDDI demand

    While the overall mobile market outlook for the second half of 2026 is not especially strong, foldable phones are drawing attention...

    Tuesday 7 July 2026
    AI lifts high-voltage prices as bubble fears return

    AI demand and capacity crowd-out effects are driving higher prices and volumes for high-voltage products, according to IC distributors,...

    Tuesday 7 July 2026
    Ingenic says DRAM foundry capacity strain won't ease until 2H27
    China memory makers are diverging in their outlook as AI demand keeps the global memory market tight. After GigaDevice recently issued an unusual risk warning, Beijing-based special...
    Tuesday 7 July 2026
    6G base stations to become AI computing nodes, boosting advanced packaging demand
    While there are still years to go for the commercialization of 6G adoption, the next-generation mobile network architecture is increasingly poised to take shape.
    Tuesday 7 July 2026
    Memory prices rebound as supply tightens, with global buyers facing higher costs

    Global markets are likely to feel the effects of a renewed rise in memory prices, as tighter supply and early inventory buying lift...

    Monday 6 July 2026
    UMC posts record first-half revenue and plans selective price hikes in second half
    United Microelectronics Corp. (UMC) reported its strongest quarterly run in years as mature-process demand and factory utilization improved. June consolidated revenue reached NT$23.12...
    Monday 6 July 2026
    FCC rule change drives Sporton to a three-year revenue high
    Sporton, a high-end testing services provider, reported June 2026 revenue of NT$417 million (US$13.05 million), up 0.5% from the previous month and 12.7% from a year earlier. The increase...
    Monday 6 July 2026
    Samsung, SK Hynix and Micron face HBM4 race as custom chip demand grows

    The global high-bandwidth memory market is expected to pivot from HBM3E to HBM4 in the second half of 2026, setting up a sharper contest...

    Monday 6 July 2026
    Taiwan drone makers gain as Europe focuses on trust and supply chain resilience
    Global drone demand continues to heat up, and Taiwanese manufacturers are aggressively expanding overseas. Industry players say the market's most urgent focus has shifted from price...
    Monday 6 July 2026
    Chicony Power June revenue rises on pull-forward demand and server power sales
    Chicony Power Technology said June 2026 revenue rebounded to NT$3.099 billion (US$96.52 million), topping the NT$3 billion mark as deferred orders and quarter-end pull-in demand lifted...
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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