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NEWS TAGGED DEMAND
Tuesday 7 July 2026
US grid strain from AI power demand extends order boom for Taiwan equipment makers

A US emergency order to stabilize electricity supplies during an extreme heat wave has underscored a deepening structural imbalance...

Tuesday 7 July 2026
Adlink posts record 2Q revenue on rising edge AI demand
Adlink Technology reported record consolidated revenue for June and the second quarter of 2026, driven by stronger demand for edge AI applications and broader market expansion. The...
Tuesday 7 July 2026
LGES targets humanoid robot battery boom as Tesla Optimus supply looms

LG Energy Solution (LGES) is emerging as a key battery supplier for humanoid robots, as demand for high-performance batteries shifts from...

Tuesday 7 July 2026
Solstice Advanced Materials to buy Element Solutions in US$14.5 billion deal

The planned acquisition of Element Solutions by Solstice Advanced Materials would create a larger supplier serving electronics, data...

Tuesday 7 July 2026
AI server demand tightens power device supply as lead times stretch to 270 days

AI server demand is lifting shipments of motor-related power devices at Cystech Electronics, helping the Taiwanese MOSFET and diode designer...

Tuesday 7 July 2026
Analog IC supply squeeze intensifies, ADI extends lead times

Analog Devices (ADI) has reportedly notified customers of extended delivery lead times for certain products, with lead times now reaching...

Tuesday 7 July 2026
Memory prices defy cooling hopes as AI demand drives fresh 3Q26 hikes

Memory contract prices are poised for another sharp rise in the third quarter of 2026, even after several quarters of hikes have already...

Tuesday 7 July 2026
Micron, Ford sign long-term memory supply agreement
Micron Technology and Ford Motor Company have entered into a long-term supply agreement to strengthen access to automotive memory and storage products. The deal underscores how chip...
Tuesday 7 July 2026
Transcend posts record revenue in 2Q26 on strong demand

Memory module maker Transcend Information reported consolidated revenue of NT$5.07 billion (approx. US$138.66 million) for June 2026...

Tuesday 7 July 2026
AI's bottleneck has shifted from chips to infrastructure — China plans it centrally, US fights it out locally

The cancellation of Blackstone-owned QTS' planned Digital Gateway data center project in Virginia underscores a new challenge for the...

Tuesday 7 July 2026
TSMC's AI bottleneck spills demand across the semiconductor supply chain

Nvidia and other artificial intelligence chipmakers are still facing shortages as TSMC's advanced-node and CoWoS packaging capacity...

Tuesday 7 July 2026
Samsung Electronics second-quarter operating profit surges on AI memory boom
Samsung Electronics reported a sharp jump in second-quarter operating profit, underscoring how global demand for artificial intelligence infrastructure is reshaping the memory-chip...
Tuesday 7 July 2026
SYM sees Taiwan motorcycle market rising up to 10% in 2026
Sanyang Motor (SYM) said Taiwan's motorcycle market could grow as much as 10% in 2026, with the company aiming to keep market share above 40%. The outlook came as SYM introduced its...
Tuesday 7 July 2026
Taiwan electric scooter market heads into 2026 facing shortages and weak demand
Taiwan's electric scooter market entered 2026 under pressure from shortages in charging infrastructure, new models and buyers, while the island's motorcycle market remained dominated...
Tuesday 7 July 2026
Samsung SDI secures AI data center battery supply deal with Simplo
Samsung SDI has started supplying battery cells for AI data centers to Taiwan-based Simplo Technology, according to The Elec. The deal connects a South Korean cell maker with...