CONNECT WITH US
NEWS TAGGED DEMAND
Wednesday 24 December 2025
Samsung, SK Hynix reportedly hike HBM3E prices nearly 20% ahead of 2026 shift
South Korean memory giants Samsung Electronics and SK Hynix have reportedly hiked prices for fifth-generation high-bandwidth memory by nearly 20% for 2026 deliveries, as soaring demand...
Wednesday 24 December 2025
TSMC's N-2 restrictions hand Samsung US advanced chip opening
Samsung Electronics is poised to capitalize on US demand due to Taiwan's N-2 policy restricting TSMC's advanced process transfers and its capacity being booked by Apple and Nvidia...
Wednesday 24 December 2025
Taiwan remains key AI and semiconductor hub in new digital economy era
Deloitte Taiwan released a report on December 23, 2025, highlighting that AI has moved beyond proof of concept to large-scale commercial deployment, rapidly expanding across core...
Wednesday 24 December 2025
Taiwan cable maker rides US$3.7 billion grid overhaul wave with orders booked through 2028
Taiwanese cable giant Ta Tun Electric Wire and Cable (TEWC) held a pre-listing performance briefing on December 23, 2025, revealing that revenue for the first 11 months of 2025 reached...
Wednesday 24 December 2025
Taiwan's November export orders up nearly 40%, driven by US AI demand
Taiwan's Ministry of Economic Affairs (MOEA) announced on December 23, 2025, that export orders from the US reached US$28.45 billion in November 2025, up 12.5% sequentially and 56.1%...
Wednesday 24 December 2025
China's battery and energy storage firms lead, fueled by AI-driven power demand surge
The rapidly increasing electricity demand from global artificial intelligence (AI) data centers is placing significant pressure on power grids worldwide. Chinese battery, energy storage,...
Wednesday 24 December 2025
SMIC signals mature-node price turnaround with reported 10% hike
China's leading foundry, SMIC, is reported to have issued price increase notices to selected customers, marking the start of a pricing adjustment. The company has yet to formally...
Wednesday 24 December 2025
Malaysia's semiconductor packaging and testing industry gains momentum with Taiwanese investments
Malaysia's semiconductor packaging and testing sector is experiencing rapid growth driven by Taiwanese and other foreign investments, according to PwC Taiwan. The firm highlights...
Wednesday 24 December 2025
Taiwan advances 'dream memory' R&D beyond DRAM for AI era
Once a low-cost commodity underpinning global computing, dynamic random-access memory (DRAM) has become a strategic chokepoint as AI-driven demand reshapes supply chains. With prices...
Tuesday 23 December 2025
Apple suppliers Lens, Lingyi iTech move into AI server hardware

As demand for AI computing power continues to surge, traditional Apple supply-chain manufacturing heavyweights are accelerating their transformation,...

Tuesday 23 December 2025
Silicon Optronics eyes BSI and low-power products in face of memory supply concerns
Silicon Optronics (SOI) highlighted at its recent earnings call that ongoing price hikes and shortages in consumer memory remain unresolved, potentially tightening wafer foundry supply...
Tuesday 23 December 2025
Chinsan eyes stronger cloud server demand in 2026 with BBU supply
Chinsan, a Taiwanese aluminum capacitor manufacturer, held an in-person investor briefing on December 22, 2025. General manager Ching-Hsin Chiang said that growth momentum in the...
Tuesday 23 December 2025
Taiwan automation specialist boosts Malaysia production to serve regional markets
Taiwan's major automation equipment controller maker Syntec Technology has begun construction of its second-phase factory in Malaysia, representing a strategic investment of over...
Tuesday 23 December 2025
Alphabet's Intersect acquisition underscores rising power constraints on AI and cloud expansion
Alphabet has agreed to acquire Intersect, a provider of data center and energy infrastructure solutions, in a cash deal valued at US$4.75 billion plus the assumption of debt, the...
Tuesday 23 December 2025
Star Charger accelerates EV charging network with first 1 MW dedicated station
Star Charger, a charging operator under HD Renewable Energy (HDRE), has announced it has achieved 159 operational stations across Taiwan. To meet the growing electric vehicle (EV)...