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    Micron's US$250 billion memory push sharpens three-way race with Korean and Chinese rivals
    5min ago
    GigaDevice's 1H26 profit surges 1,099% on memory chip shortage, higher prices
    19min ago
    Japan Display to close HK sales subsidiary as part of overseas operations restructuring
    23min ago
    Taiwan seeks a bigger role in the global LEO satellite race
    36min ago
    Zhipu AI reportedly pursues custom ASICs to reduce Nvidia dependence
    Jul 9, 18:38
    NEWS TAGGED DEMAND
    Friday 10 July 2026
    GlobalWafers-Micron deal pushes US semiconductor localization beyond chip fabs
    GlobalWafers and Micron have signed a 10-year supply agreement, alongside US$500 million in strategic financial support, in a move that underscores how artificial intelligence (AI),...
    Friday 10 July 2026
    CHPT chief: AI demand is set to strain capacity and reshape Taiwan's industrial priorities

    Chunghwa Precision Test Tech president Scott Huang said on July 7 that the company's biggest challenge over the next five years will...

    Friday 10 July 2026
    CSP ASIC demand drives structural growth in high-speed interconnects
    As cloud service providers (CSPs) continue to ramp up capital expenditures, demand for high-speed interconnects within data centers is accelerating. Multiple research firms forecast...
    Friday 10 July 2026
    HBM prices set to double in 2027 as AI demand and supply deals tighten the memory market

    High-bandwidth memory (HBM) prices could more than double in 2027 as Nvidia's Rubin platform drives demand, HBM4 raises production...

    Friday 10 July 2026
    China's AI talent demand spreads into chips, rare earths, and new materials
    China's graduate job market is shifting toward semiconductors, materials, and manufacturing, with global implications for supply chains, AI development, and critical minerals. Fresh...
    Friday 10 July 2026
    Malaysia solar firms rush to secure stock before China tax breaks end
    Malaysia's renewable energy market is expected to keep expanding in 2026 as data center construction and rising solar adoption support demand, while Chinese policy changes are already...
    Friday 10 July 2026
    Liteon Technology June revenue jumps 37% on AI server power demand
    Liteon Technology reported consolidated revenue of NT$18.7 billion (US$580 million) in June 2026, up 8% from May and 37% from a year earlier, as demand for AI and cloud computing high-end...
    Friday 10 July 2026
    Global Mixed-mode Technology says second-quarter revenue met expectations as it sees seasonal demand in late 2026
    Global Mixed-mode Technology reported June revenue of NT$743 million (US$23.16 million), down 0.71% from May but up 7.19% from a year earlier. The Taiwanese PMIC maker said second-quarter...
    Friday 10 July 2026
    Hushan reports June sales as North America aftermarket demand cools briefly
    Hushan said its self-reported consolidated revenue for June was about NT$120 million (US$3.74 million), led by about NT$61 million from door-handle products, about NT$28 million from...
    Friday 10 July 2026
    Arbor posts record June sales as edge AI demand lifts first-half revenue
    Taipei-based industrial PC maker Arbor reported record consolidated revenue in June 2026 and said demand for edge AI, smart manufacturing and industrial digital transformation continued...
    Friday 10 July 2026
    JPC Connectivity June revenue hits a new high on AI data center demand
    AI data centers and faster interconnects are lifting demand for JPC Connectivity, with the cable and connector maker posting record June revenue and stronger quarterly results. The...
    Friday 10 July 2026
    Cadmen sees stronger revenue ahead as Industry 4.0 orders fill through 2026
    Cadmen said June revenue rose 9.28% year on year to NT$71.19 million (US$2.22 million), while first-half revenue climbed 9.66% to NT$401 million (US$12.52 million). The computer-aided...
    Friday 10 July 2026
    EU mandates driver distraction alerts in new cars

    As the EU's General Safety Regulation provisions on driver distraction take effect, direct driver monitoring has become a standard...

    Friday 10 July 2026
    BOE profit surges on LCD recovery and 8.6G OLED AI PC ramp

    BOE Technology expects first-half 2026 net profit to rise sharply as China's largest display panel maker benefits from a stronger LCD...

    Friday 10 July 2026
    LGES turns idled US EV battery lines toward AI data centers as storage demand fills the EV gap
    LG Energy Solution's move to convert part of an idled US electric-vehicle battery plant into a line making lithium iron phosphate (LFP) cells for energy storage shows how South Korea's...
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    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
    VIA Labs Announces MST Hub Controllers for Multi-Display USB-C Docking
    Thursday 28 May 2026
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook