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    NEWS TAGGED DEMAND
    Saturday 11 April 2026
    Samsung Electro-Mechanics reportedly strengthens role in Nvidia's Groq 3 LPU supply chain with FC-BGA substrate push
    Samsung Electro-Mechanics has reportedly secured a leading position in the supply chain for advanced substrates used in the Groq 3 language processing unit (LPU), a next-generation...
    Saturday 11 April 2026
    Novatek hits 1Q26 revenue target on SoC, edge AI growth
    Taiwanese display driver IC (DDI) leader Novatek Microelectronics reported March 2026 revenue of NT$8.47 billion (approx. US$266.32 million), up 19.9% from February but down 9.6% from...
    Saturday 11 April 2026
    Innolux, AUO say geopolitical and raw-material shocks are supporting short-term panel demand while clouding 2026 outlook
    Rising geopolitical risks and surging raw-material prices are prompting panel makers to accelerate purchasing and adjust their strategies, supporting short-term demand but creating...
    Saturday 11 April 2026
    Analysis: Taiwan's March supply chain data makes the AI acceleration case better than any earnings call
    Taiwan's listed AI hardware companies collectively generated $69.7 billion in March 2026 revenue across 13 supply-chain segments — up 63% year-over-year — offering the...
    Saturday 11 April 2026
    Analysis: Taiwan's AI supply chain posts strong March revenues, signaling the buildout is still accelerating
    Taiwan's listed companies powering the global AI server supply chain delivered exceptional March 2026 revenues across virtually every segment, with TSMC posting its strongest single-month...
    Saturday 11 April 2026
    Taiwan chip distributors report record quarter on AI boom
    Taiwan's two largest semiconductor distributors, WT Microelectronics and WPG Holdings, reported record-breaking quarterly results, underscoring how surging demand for artificial intelligence...
    Saturday 11 April 2026
    Catcher adopts cautious outlook, citing supply chain bottlenecks and cost pressures
    Despite revenue growth in March 2026, Catcher Technology is maintaining a prudent outlook for 2026, citing supply chain bottlenecks, cost pressures, and uncertain end-market demand...
    Saturday 11 April 2026
    BenQ Materials expands into semiconductor processes, targets advanced nodes

    BenQ Materials is expanding into semiconductor materials, with president Ray Liu saying the company has entered CMP cleaning brush rollers...

    Friday 10 April 2026
    Realtek posts 39% revenue surge as new SerDes demand drives growth
    Realtek's stronger-than-expected March and first-quarter 2026 revenues signal important implications for global supply chains and device makers, showing pull-ins in PC shipments and...
    Friday 10 April 2026
    MAtek sees record March revenue as AI and silicon photonics boost testing demand
    MAtek's March revenue surge has implications for global chipmakers and AI infrastructure providers: rising demand for advanced material and failure analysis testing linked to AI chip...
    Friday 10 April 2026
    GlobalWafers' 12-inch line to run full in 2Q26 as wafer utilization rises
    GlobalWafers reported March and first-quarter 2026 revenue that underscores transient operational disruptions with global implications: March consolidated revenue reached NT$5.45 billion...
    Friday 10 April 2026
    Asustek posts record March and 1Q26 revenue on strong AI server demand
    Asustek's record-breaking March and first-quarter 2026 results reflect surging demand for AI servers and PCs, with broader implications for enterprise infrastructure spending and global...
    Friday 10 April 2026
    Taiwan accelerates SiPh and materials breakthroughs for next-gen AI computing
    Taiwan is stepping up its global semiconductor leadership with a coordinated push into silicon photonics (SiPh) and advanced materials, aiming to meet surging demand for faster, more...
    Friday 10 April 2026
    Tesla reportedly turns back to affordable cars as growth slows

    Tesla is developing a new, smaller and lower-cost electric sport utility vehicle, according to people familiar with the matter and the...

    Friday 10 April 2026
    MPI posts record 1Q26 revenue, invests NT$2B in Hsinchu plant expansion
    Semiconductor test interface leader MPI reported a new quarterly revenue high in the first quarter of 2026, driven by strong demand for AI-related chip testing and signaling sustained...
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    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook