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    NEWS TAGGED DEMAND
    Sunday 7 June 2026
    Sercomm posts record first five months as North America drives 2026 revenue surge
    Sercomm Corporation reported May 2026 revenue of NT$6.48 billion (approx. US$205 million), up 70% year-over-year, and said cumulative revenue from January to May reached NT$30 billion,...
    Sunday 7 June 2026
    China’s space-computing push draws chipmakers, satellite firms, and rocket companies

    As artificial intelligence drives an insatiable demand for computing power, China is beginning to look beyond terrestrial data centers...

    Sunday 7 June 2026
    ADATA goes global with data centers, eyes 1Q27 payoff
    Strong demand for memory procurement from AI servers continues, and ADATA chairman Simon Chen believes the AI expansion cycle is expected to sustain strong growth for at least another...
    Saturday 6 June 2026
    Phison shifts to system AI solutions with 2027 memory crunch looming
    Phison Electronics CEO K.S. Pua said the company is moving beyond its roots as an IC component supplier and repositioning itself as a system solutions provider, warning that AI-driven...
    Saturday 6 June 2026
    AI demand squeezes mainstream DRAM supply as DDR5, DDR4 prices rise

    DRAM prices are climbing as Samsung Electronics, SK Hynix, and Micron Technology prioritize high-bandwidth memory, or HBM, for AI applications,...

    Friday 5 June 2026
    Metalenses move from lab concept to robotics opportunity
    As artificial intelligence (AI) drives demand for more powerful computing systems and smarter machines, Taiwanese optics manufacturer Ability Opto-Electronics Technology is positioning...
    Friday 5 June 2026
    Foxconn posts record May revenue as AI rack demand fuels growth
    Computex 2026 closed on June 5 with Nvidia CEO Jensen Huang reaffirming the scale of AI infrastructure demand in his keynote — and Foxconn, as the world's largest electronics...
    Friday 5 June 2026
    Global top-3 memory maker status, 2Q 2026: Surging prices and AI demand lock in a strong memory seller's market

    Introduction

    Friday 5 June 2026
    Infineon India moves up the value chain as AI data centers boost power-chip demand
    Infineon Technologies' India operations are moving beyond traditional engineering support into global ownership roles, as rising demand from AI data centers reshapes the power semiconductor...
    Friday 5 June 2026
    AI servers and MLCC recovery drive growth at Ample Electronic
    As artificial intelligence fuels demand across the electronics supply chain, Taiwanese conductive paste supplier Ample Electronic is seeing a rebound in one of the industry's most...
    Friday 5 June 2026
    GoldKey Technology sees memory crunch lasting into 2028 as AI demand lifts prices

    GoldKey Technology expects memory shortages to persist into 2028, with AI demand and structural supply constraints set to keep prices...

    Friday 5 June 2026
    AI demand strains PCB supply chains, lead times stretch past 20 weeks
    Explosive demand for artificial intelligence is widening supply chain bottlenecks for global electronics makers, with shortages now reaching from advanced chips and packaging into...
    Friday 5 June 2026
    US targets China's PCB grip as AI and defense supply risks mount
    As demand for artificial intelligence (AI) computing expands rapidly, market attention has long centered on GPUs, high-bandwidth memory (HBM), and advanced packaging. However, printed...
    Friday 5 June 2026
    Global semiconductor market to hit US$1.5 trillion in 2026 as memory surges 250%, WSTS forecasts
    The global semiconductor market is on track to nearly double in 2026, reaching US$1.51 trillion — a 90% year-over-year increase — driven overwhelmingly by an extraordinary...
    Friday 5 June 2026
    Infineon sees early quantum computing gains as finance leads adoption
    Infineon Technologies said its long-running work in quantum computing is beginning to pay off, with early demand strongest in finance, chemistry, and life sciences. For global readers,...
    9/239 pages
    Research Report Database
    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
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
    Thursday 28 May 2026
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook