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    NEWS TAGGED DEMAND
    Friday 20 March 2026
    Global top-3 memory maker status, 1Q26

    Introduction

    Friday 20 March 2026
    Samsung reportedly secures OpenAI HBM4 supply deal, shifts foundry capacity
    Samsung Electronics is reportedly set to exclusively supply sixth-generation high-bandwidth memory (HBM4) to OpenAI while reallocating more than half of its advanced foundry capacity...
    Friday 20 March 2026
    Research Insight: AI reshapes Taiwan's PCB industry around high-end capacity and materials
    DIGITIMES observes that as demand surges for AI servers, high-speed switches, optical communication modules, and edge AI devices, Taiwan's PCB industry is undergoing a structural...
    Friday 20 March 2026
    Memory price surge drives Transcend's 15x profit growth in January 2026
    Memory module maker Transcend reported a remarkable profit increase for January 2026, with net income reaching NT$2.786 billion (approx. US$87.2 million), up 1578% year-over-year....
    Friday 20 March 2026
    MediaTek on cruise control as chipmakers scramble for next-gen silicon photonics standards
    Nvidia GTC 2026 and the Optical Fiber Communication Conference (OFC) have underscored the growing importance of optical communication in cloud AI, with chipmakers playing an increasingly...
    Friday 20 March 2026
    As NAND makers move on, MLC memory nears the end of the line

    As global NAND flash makers shift toward higher-layer 3D architectures, legacy MLC NAND is slipping into a severe supply-demand imbalance...

    Friday 20 March 2026
    Nvidia Vera Rubin servers to drive liquid cooling demand
    Nvidia has revealed more details about its next-generation Vera Rubin (VR) servers at Nvidia GTC 2026, confirming a full transition to liquid cooling architecture. Thermal module makers...
    Friday 20 March 2026
    Analysis: Alibaba and Baidu raise AI pricing as token-based model reshapes cloud economics
    Alibaba and Baidu have raised prices for AI computing services, reflecting a broader shift in how cloud providers monetize AI as demand for tokenized workloads accelerates.
    Friday 20 March 2026
    Alibaba outlines US$100 billion AI roadmap as cloud growth accelerates
    Alibaba Group Holding set out an expansive artificial intelligence strategy targeting more than US$100 billion in combined cloud and AI revenue within five years, as strong demand...
    Friday 20 March 2026
    AI tailwinds and global reach put Topco on track for double-digit growth in 2026
    Driven by AI applications boosting advanced processes, HBM, and packaging technologies, demand for key materials like silicon wafers and photoresists has surged. Topco Scientific (TSC)...
    Friday 20 March 2026
    TPK profit jumps as OLED tablets lift touch module pricing
    Touch panel maker TPK Holding reported a sharp increase in profitability in 2025, as a shift in product mix and lower depreciation costs lifted margins, while higher-priced touch modules...
    Friday 20 March 2026
    Allied Circuit sees server, IPC market growth boosting 2H26 outlook
    Benefiting from rising demand across the server and industrial PC (IPC) markets, Allied Circuit (ACCL), a PCB manufacturer backed by Compal, reported that its new capacity added in...
    Friday 20 March 2026
    Automotive chipmakers exit inventory reset; SDV, electrification define next growth battle

    As global automotive supply chain inventories normalize, the automotive semiconductor market enters a critical transition phase in 2026...

    Friday 20 March 2026
    Analysis: Memory price swings leave e-reader supply chain in the red
    Recent shifts in the memory market are putting significant pressure on the e-reader supply chain, from upstream manufacturers to midstream module makers and downstream brand compan...
    Friday 20 March 2026
    Intel pushes large-area AI packaging to close foundry gap
    Intel is reportedly preparing large-area AI chip packaging to strengthen its foundry business and challenge TSMC and Samsung Electronics.
    1/192 pages
    New Power WorldWide 2026
    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
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook