CONNECT WITH US
NEWS TAGGED DEMAND
Thursday 8 October 2026
Lam Research launches South Korea chip fund after 15,000-chamber milestone
Lam Research is launching its first country-specific semiconductor venture fund in South Korea after shipping its 15,000th locally manufactured processing chamber, deepening its manufacturing...
Thursday 8 October 2026
SpaceX pursues US$40 billion Nvidia chip financing while Terafab charts path to AI compute independence
SpaceX is reportedly seeking US$40 billion in financing to purchase Nvidia chips, a massive capital commitment driven by surging artificial intelligence (AI) computing demand. Viewed...
Thursday 8 October 2026
Ledlink hits record revenue as automotive optics and AI server components fuel growth
LED lens manufacturer Ledlink Optics reported record monthly and quarterly revenue in September and the third quarter of 2026, respectively, driven by sustained demand for automotive...
Thursday 8 October 2026
Bloom Energy SOFC system to support AOI's Taiwan expansion

Taiwan-based energy solutions provider Leadray Energy has partnered with Bloom Energy to deploy a solid oxide fuel cell (SOFC) on-site power generation...

Thursday 8 October 2026
AI PCs face memory squeeze as server demand takes priority
Microsoft's October 7 opening of pre-orders for Surface Laptop Ultra, featuring up to 128GB of unified memory, highlights a potential new source of dynamic random-access memory (DRAM)...
Thursday 8 October 2026
Hanmi wins rare Samsung order amid US$5 billion chip substrate expansion
South Korea's Hanmi Semiconductor has secured a KRW24.48 billion (approx. US$18.3 million) equipment order from Samsung Electro-Mechanics, a rare deal with a Samsung Group affiliate...
Thursday 8 October 2026
China pushes six-network buildout as AI strains power links
China is accelerating construction of its so-called "six networks" — water, a new power grid, computing, next-generation communications, urban underground pipelines, and logistics...
Thursday 8 October 2026
Viking Tech lead times stretch to 6 months; orders seen into 2H27
Viking Tech said demand from AI, data centers, server power, military, and aerospace applications has kept capacity fully loaded as it enters the fourth quarter of 2026, with its book-to-bill...
Thursday 8 October 2026
AI demand drives Episil SiC V-shaped recovery as GaN and TVS capacity reaches full utilization
Episil Technologies Chairman Rex Hsu said overall demand has gradually recovered following an industry downturn, with silicon carbide (SiC) capacity utilization rebounding sharply...
Thursday 8 October 2026
Huawei says Ascend tops Nvidia in China as demand gap remains
Huawei rotating chairman Eric Xu said he believes the company's Ascend AI chips have surpassed Nvidia in market share in China, but that domestic demand still cannot be fully met....
Thursday 8 October 2026
Realtek 3Q26 revenue edges up, tracks guidance
Taiwanese IC design giant Realtek reported September 2026 consolidated revenue of NT$12.378 billion (US$388.5 million), down 0.7% month-over-month and up 23.35% year-over-year. Third-quarter...
Thursday 8 October 2026
Chang Wah Technology posts record revenue as demand broadens across electronics and AI
Chang Wah Technology said record September and third-quarter revenue reflected recovering customer restocking, expanding applications, and rising demand in AI and satellite markets...
Thursday 8 October 2026
AI agents fuel new CPU demand, lifting AMD
Before generative AI rose and Nvidia GPUs came to dominate the market, the central processing unit (CPU) was the main compute engine for servers. Now, as the personal AI agent boom...
Thursday 8 October 2026
Team Group posts record quarterly revenue as memory market tightens
Memory module maker Team Group reported a sharp rise in September 2026 revenue, amid a global memory upswing that may affect pricing, supply, and procurement decisions for server operators,...
Thursday 8 October 2026
SAS first-three-quarter revenue hits record NT$61.38 billion as it expands manufacturing, services
Sino-American Silicon Products (SAS) is expanding its renewable energy business through a dual-track strategy focused on manufacturing and services, amid the explosive growth in demand...