CONNECT WITH US
NEWS TAGGED DEMAND
Tuesday 1 April 2025
China's expanding chip capacity throttles Taiwan's mature node market
Taiwan's semiconductor manufacturers continue to confront challenging market conditions for mature process technologies, with reports that TSMC may slow expansion plans at its Kumamoto...
Tuesday 1 April 2025
Samsung looks to salvage chip fortunes as chairman Lee Jae-yong courts China's AI and EV powerhouses
Samsung Electronics Chairman Lee Jae-yong recently made a high-profile visit to China, meeting with leading Chinese automaker executives and President Xi Jinping. South Korean analysts...
Tuesday 1 April 2025
Japan's Rapidus launches 2nm trial as MA-Tek's Hokkaido outpost signals surging demand
On April 1, Rapidus inaugurated its first semiconductor fabrication facility, IIM-1, in Chitose City, Hokkaido, marking a pivotal step in Japan's leap from 40nm technology to the...
Tuesday 1 April 2025
LCD TV panel rally fizzles under Trump tariffs, China trade-in policy fatigue
LCD TV panel prices are losing steam following a brief rally that began in late 2024, initially fueled by front-loaded orders. Rising inflation concerns and renewed tariff threats...
Tuesday 1 April 2025
IT panel demand remains robust amid PC replacement cycle expectations
While LCD television panel demand falters, IT panel manufacturers maintain optimism fueled by anticipated device replacement trends. Monitor panel markets showed strong March 2025...
Tuesday 1 April 2025
Tokyo Electron forecasts stable semiconductor demand and expansion in AI chip equipment
Hiroshi Kawamoto, Division Officer, Finance Division of Tokyo Electron Limited (TEL), one of Japan's leading semiconductor equipment manufacturers, projects that demand for high-bandwidth...
Tuesday 1 April 2025
Memory supply tightens: Why forecasts matter more than inventory
The memory market is undergoing a significant transformation as suppliers pivot from traditional inventory-based models to forecast-driven production.
Tuesday 1 April 2025
PEWC teams up with Xing Mobility to launch vanadium-lithium hybrid ESS
As global demand for energy continues to surge while supply remains unstable, energy storage systems (ESS) have become a critical pillar in the future of energy infrastructure. For...
Tuesday 1 April 2025
AI data center demand: Bubble or boom? Taiwan's server ODMs paint optimistic picture
There is growing speculation regarding a potential slowdown in the demand for AI data centers. Despite these concerns, Taiwan's server original design manufacturers, who hold more...
Tuesday 1 April 2025
Deepseek AI drives unprecedented demand for Nvidia's China-specific chips
Nvidia's relationship with Chinese AI startup DeepSeek has evolved dramatically, affecting Nvidia's stock price and driving strong demand for its China-specific H20 GPU in China....
Monday 31 March 2025
Darfon sees strong growth by 2026 as its green energy de-inventory ends
As Darfon's de-inventory process finally coming to an end, a more robust supply chain as well as better-integrated group resources are gradually falling into place. Andy Su, chairperson...
Monday 31 March 2025
Ennostar expands into optical communication amid AI demand surge
Ennostar is rapidly diversifying from LED manufacturing into optical communication as demand for high-speed modules accelerates due to AI server requirements. The company has developed...
Monday 31 March 2025
Alibaba expands AI strategy from digital to physical, join hands with Apple, BMW, China Mobile
DeepSeek has allowed the public to witness the explosive growth of AI applications and the renewed hope brought by AI models undergoing repeated calculations. However, the questions...
Monday 31 March 2025
Drone makers face uncertainty as Russo-Ukraine ceasefire talks gain momentum
Global drone manufacturers are navigating uncertain market conditions as Russia, Ukraine, and the US engage in ceasefire discussions that could end nearly three years of conflict...
Monday 31 March 2025
Samsung SDI considers more Chinese battery equipment amidst cost pressures
As the demand for electric vehicles (EVs) slows, battery manufacturers are adjusting their procurement strategies to manage costs. South Korean battery maker Samsung SDI is exploring...