CONNECT WITH US
NEWS TAGGED DEMAND
Sunday 5 April 2026
E Ink rides AI-driven power surge as energy concerns boost e-paper demand
E Ink Holdings (EIH) posted record revenue and operating profit in 2025, as rising AI-related power demand and energy constraints are driving adoption of low-power display technologies,...
Sunday 5 April 2026
Apple pricing seen as key to 2026 smartphone slump
The global smartphone market is set for its steepest decline in more than a decade in 2026, as surging memory prices drive up device costs and weaken demand, according to the International...
Sunday 5 April 2026
DDR4 16Gb spot price falls after 2,200% surge as memory market polarizes
After soaring more than 2,200% over the past year, DDR4 16Gb spot prices have finally begun to decline, signaling a growing polarization in the memory market in the first quarter of...
Sunday 5 April 2026
China storage module maker Techwinsemi gains from AI-driven NAND cycle, expands smartphone ties
AI data center demand is tightening memory supply while NAND makers phase out low-capacity legacy nodes. Shenzhen Techwinsemi Technology said rising NAND prices are squeezing margins...
Saturday 4 April 2026
Semco raises ABF substrate prices as AI server demand surges
The explosive growth in artificial intelligence (AI) servers and high-performance computing (HPC) is driving up the value of key components like ABF substrates. With ongoing bottlenecks...
Saturday 4 April 2026
Memory interface chip maker Montage sees DDR5 surge drive 2025 growth
Montage Technology reported full-year 2025 revenue of CNY5.46 billion (US$750 million), up 49.9% year on year, while net profit rose 58.4% to CNY2.24 billion, broadly in line with...
Friday 3 April 2026
Samsung Electro-Mechanics lifts FC-BGA prices on AI-driven shortage
Samsung Electro-Mechanics has raised prices for its high-end flip-chip ball grid array (FC-BGA) substrates as demand from artificial intelligence (AI) servers and high-performance...
Friday 3 April 2026
Taiwan tackles CPO testing bottlenecks to scale SiPh for AI data centers
The surge in AI computing power is driving explosive demand for high-speed optical interconnects in data centers. Forecasts show that by 2026, over 50% of data center transceiver sales...
Friday 3 April 2026
Memory stocks rattled by TurboQuant, but demand outlook holds
Google Research's TurboQuant memory-compression algorithm has raised concerns that demand for AI-related memory could weaken, but South Korean experts and analysts say the market reaction...
Thursday 2 April 2026
Benefits of CXL in server memory configuration

Introduction

Thursday 2 April 2026
Precious metal surge drives price hikes for frequency components at TXC and Tai-Saw
Rising global economic uncertainty has fueled safe-haven demand alongside strong industrial consumption, pushing precious metal prices higher. In response, Taiwan's leading quartz...
Thursday 2 April 2026
Taiwan car market shows structural shifts, with Tesla deliveries surging
Taiwan's auto market showed strong momentum in March 2026, with total vehicle registrations reaching 39,318 units — a sharp 78.4% jump from February — signaling a broad...
Thursday 2 April 2026
South Korea exports hit record US$86bn, chip demand drives breakout above US$80bn
South Korea's exports climbed to a record US$86.1 billion in March 2026, marking the first time monthly shipments have exceeded the US$80 billion threshold, even as the Middle East...
Thursday 2 April 2026
Asahi Kasei enters AI chip fiberglass market to challenge Nittobo's dominance
Japan's Asahi Kasei has announced its official entry into the AI chip supply chain with fiberglass cloth as an insulating substrate material, targeting the current global leader Nittobo,...
Thursday 2 April 2026
Topco maintains stable shipments despite Middle East conflict, builds safety stock as AI demand accelerates
As the US-Iran conflict enters its second month, concerns are mounting over potential disruptions to global energy supplies and petrochemical feedstocks. Against this backdrop, Jeffery...