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    NEWS TAGGED DEMAND
    Monday 14 September 2026
    Australia sets LNG reserve rules to protect domestic supply and cap prices
    Australia introduced a liquefied natural gas reserve policy aimed at prioritizing domestic supply, while producers warned the rules could pressure prices if the market becomes oversupplied...
    Monday 14 September 2026
    Kokusai Electric gains from Hitachi split as AI memory demand surges
    Kokusai Electric, the semiconductor equipment maker spun off from Hitachi and later acquired by KKR, has emerged as one of the clearest winners from Hitachi's restructuring. According...
    Monday 14 September 2026
    Taiwan drone maker Twoway breaks into US defense supply chain with Oklahoma procurement deal
    Twoway has signed an agency procurement contract with a purchasing delegation from Oklahoma, marking a breakthrough in its defense strategy as it expands North American deployment...
    Monday 14 September 2026
    AI power demand pushes Taiwan to overhaul energy rules
    Electricity demand from AI data centers and other high-tech industries is pushing governments and large cloud service providers to focus more on grid stability and backup supply. In...
    Monday 14 September 2026
    AI demand lifts UMC, VIS, PSMC revenue

    After mature-node price competition from 2023 to 2025, AI demand has spread from GPUs and HBM to power management ICs (PMICs), power...

    Monday 14 September 2026
    Samsung, SK Hynix reject US$19 billion power prepayment as Korea speeds chip expansion

    Samsung Electronics and SK Hynix have rejected a proposal to prepay KRW25 trillion (approx. US$18.7 billion) in electricity bills, highlighting...

    Monday 14 September 2026
    STMicro lead times top 1 year, boosting Taiwan chip makers
    AI crowd-out effects are rippling through the supply chain, with lead times for microcontroller units (MCUs) from STMicroelectronics reportedly stretching beyond 1 year and triggering...
    Monday 14 September 2026
    Notebook shipment update, July 2026

    Introduction

    Monday 14 September 2026
    Sandisk recruits engineers in Korea as memory talent race heats up

    Sandisk is making an unusual push into engineering recruitment in South Korea, seeking talent across NAND system architecture, NAND...

    Monday 14 September 2026
    Samsung, Qualcomm deepen 2nm talks as pricing and yield hurdles persist
    Samsung Electronics and Qualcomm are expanding discussions over 2nm foundry cooperation, with pricing, yield, and process optimization still unresolved as Samsung seeks to regain a...
    Monday 14 September 2026
    iPhone Duo's price opens room for Android rivals
    Apple's new iPhone 18 series and first foldable, the iPhone Duo, could reshape smartphone demand worldwide by pushing some buyers toward Android rivals, channel players said. Higher...
    Monday 14 September 2026
    AI's energy demand ignites global nuclear rush, straining Taiwan's restart
    A worldwide nuclear comeback, fueled by artificial intelligence data centers and semiconductor demand, is tightening supply chains and labor markets just as Taiwan considers restarting...
    Monday 14 September 2026
    Foldable smartphone panel shipments to grow 23% in 2026
    Following the launch of Apple's first foldable iPhone, the iPhone Duo, combined sales momentum from Samsung Electronics, Huawei Technologies, Xiaomi, Oppo, Vivo, and Motorola is expected...
    Monday 14 September 2026
    AI server tracker: Taiwan ASIC design houses diverge as AI projects enter different revenue cycles
    Taiwan's ASIC design-service suppliers all posted year-over-year revenue growth in August 2026, but the underlying figures point to sharply different stages of the custom-silicon c...
    Monday 14 September 2026
    AI server tracker: Taiwan testing suppliers accelerate as AI chip complexity raises interface demand
    Taiwan's semiconductor testing supply chain continued to ride strong AI and high-performance computing (HPC) demand in August 2026, with all four major suppliers posting year-over-year...
    1/292 pages
    BIZ FOCUS
    Sep 14, 08:00
    Hauman Unveils Micro LED Testing Breakthrough for AI Optical Interconnects
    Monday 14 September 2026
    Scaling Photonics: Assembly, Test and Fiber Automation at SEMICON Taiwan
    Friday 11 September 2026
    DAS Expands in Taiwan and Unveils World First at SEMICON
    Friday 11 September 2026
    Toward Technologies Redefines Relay Solutions at SEMICON Taiwan 2026
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