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    NEWS TAGGED DEMAND
    Thursday 9 July 2026
    GlobalWafers says wafer demand is improving as chip cycle heals
    GlobalWafers reported a rebound in second-quarter revenue as semiconductor demand improved across advanced and mature nodes, a sign that recovery trends in the global chip market could...
    Thursday 9 July 2026
    Planet Technology reports June revenue growth as it expands cybersecurity lineup
    Planet Technology's latest sales update points to continued demand in networking hardware, cybersecurity, and AI-ready infrastructure, themes with implications for banks, factories,...
    Thursday 9 July 2026
    Shanghai Fudan Microelectronics forecasts sharp rise in 1H26 profit
    Shanghai Fudan Microelectronics Group said its first-half earnings will rise sharply, reflecting stronger chip demand and a recovery in the sector that may matter to global electronics...
    Thursday 9 July 2026
    AI demand pushes TSMC, Samsung to raise foundry prices — Rapidus aims to undercut 2nm

    Rising demand for AI chips is changing how foundries set prices, giving TSMC and Samsung Electronics more leverage while forcing new...

    Thursday 9 July 2026
    Gem Terminal June sales dipped as AI cooling and green power demand rose
    Gem Terminal said June 2026 consolidated revenue fell from May because customers and internal teams carried out routine inventory counts, delaying some shipments. Even so, the Taiwan-based...
    Thursday 9 July 2026
    Analysis: Sovereign AI is chipmaking's next growth driver — but not everyone gets a seat

    Where will cloud AI's next wave of growth come from? Increasingly, the market is answering with two words: sovereign AI.

    Thursday 9 July 2026
    Nan Pao Resins posts June sales record on price hikes and early customer orders
    Nan Pao Resins Chemical Group reported June revenue of NT$2.093 billion (US$65.27 million), up 12.8% from a year earlier and a record for the same month, as customers accelerated orders...
    Thursday 9 July 2026
    Univacco posts record revenue on card demand
    Univacco Technology said its June revenue, second-quarter revenue and first-half revenue for 2026 all reached record highs for the same periods, driven by stronger orders from existing...
    Thursday 9 July 2026
    Largan investor conference to spotlight optical communications push and smartphone demand
    Taiwan lens maker Largan is drawing global attention as it prepares to update investors on handset shipments, new product mix, and its push into optical communications. The meeting...
    Thursday 9 July 2026
    Yesiang expects foundry expansion to drive revenue growth in 2H26
    Yesiang, a major supplier of advanced process micro-contamination control filters, said rising demand from a top foundry customer is supporting stronger sales as the customer expands...
    Thursday 9 July 2026
    Foxconn expands RBA audits as AI server demand drives global factory growth
    Foxconn said it expanded third-party supply-chain audits in 2025 as demand for AI servers and advanced manufacturing increased across its global manufacturing network. By the end of...
    Thursday 9 July 2026
    UMT lifts first-half profit 70% as satellite demand stays strong
    Universal Microwave Technology (UMT) said June revenue reached NT$257 million (US$8.01 million), up 89% from a year earlier, while first-half 2026 revenue climbed to NT$1.922 billion,...
    Thursday 9 July 2026
    Anpec June revenue rises on fan motor driver IC demand
    Taiwanese PMIC provider Anpec reported stronger revenue in June 2026, supported by rising demand for fan motor driver ICs. The company said June revenue reached NT$695 million, up...
    Thursday 9 July 2026
    Tung Yang sees demand rebound as market uncertainty eases
    Tung Yang's latest sales update suggests a modestly improving outlook for the auto parts industry as trade policy becomes clearer and geopolitical risks appear to ease. For global...
    Thursday 9 July 2026
    Edom posts record first-half revenue on AI and networking demand
    Edom Technology reported record first-half revenue for 2026, driven by rising demand for AI servers and networking equipment. The IC distributor said June consolidated revenue reached...
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    Research Report Database
    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
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
    Thursday 28 May 2026
    VIA Labs Announces MST Hub Controllers for Multi-Display USB-C Docking
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook