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    NEWS TAGGED DEMAND
    Wednesday 18 March 2026
    AI boom lifts Changs Ascending as data centers seek reliable power

    As AI and advanced semiconductor manufacturing drive unprecedented demand for computing power, the reliability of the electricity supply...

    Wednesday 18 March 2026
    Foxconn sees AI server market splitting GPU-ASIC 8:2 as CSP demand surges
    Buoyed by sustained high capital expenditure by global cloud service providers (CSPs), AI servers and data center infrastructure have become the ICT supply chain's primary growth drivers...
    Wednesday 18 March 2026
    Surging US AI demand drives contract manufacturing fees higher for Taiwan electronics makers
    Aggressive AI investments by major US cloud service providers (CSPs) are driving a surge in demand for Taiwan's semiconductor and ICT hardware, pushing exports, prices, and private...
    Wednesday 18 March 2026
    Wistron eyes sales model shift as AI server volume squeezes margins
    Wistron Group posted record revenue and earnings per share in 2025, driven by strong demand for AI servers. Still, its gross margin fell as higher unit prices and material costs tied...
    Tuesday 17 March 2026
    MSI to increase gaming product prices by up to 30% as memory costs spike
    With artificial intelligence (AI) demand surging and key components such as memory in tight supply, Micro-Star International (MSI) chairman Joseph Hsu and president Jeans Huang said...
    Tuesday 17 March 2026
    Memory wafer shortage to persist until 2030; SK Group chairman says collaboration with Taiwanese firms is foundation of ecosystem
    Addressing the current surge in demand for high-bandwidth memory (HBM) driven by AI-accelerated computing, SK Group chairman Chey Tae-Won stated at Nvidia GTC 2026 on March 16, 2026,...
    Tuesday 17 March 2026
    Hon Precision raises AI chip test capacity plan by 40% amid surging demand
    Driven by rapid growth in AI and high-performance computing (HPC) markets, semiconductor IC test equipment leader Hon Precision has upgraded its production expansion plan for 2026...
    Tuesday 17 March 2026
    Innodisk February profit jumps as cloud, AI demand lifts earnings

    Taiwan-based memory module maker Innodisk reported a sharp increase in profitability for February 2026, supported by strong demand from...

    Tuesday 17 March 2026
    MPI posts record 2025 revenue and profit, expands probe card production in Taiwan
    Semiconductor test and measurement solutions provider MPI reported that strong demand for artificial intelligence (AI), high-performance computing (HPC), and application-specific integrated...
    Tuesday 17 March 2026
    MetaX GPU push delivers growth, not profit, as losses hit US$560 million

    MetaX, one of China's most closely watched domestic GPU developers, remains loss-making despite rapid revenue growth. According to Sina,...

    Tuesday 17 March 2026
    Nvidia GTC 2026: Jensen Huang projects US$1 trillion inference market, LPU chip to be made by Samsung
    As generative AI advances into the inference and agentic AI stages, global demand for AI computing power is entering a new surge. Nvidia CEO Jensen Huang outlined during his keynote...
    Tuesday 17 March 2026
    Foxconn eyes steady growth in 2026 with 5-year AI transformation plan
    Hon Hai Precision Industry (Foxconn) achieved record-high profits and cash dividends in 2025. Foxconn chairman Young Liu stated that the company's growth momentum will continue in...
    Tuesday 17 March 2026
    Meta and Nebius reach US$27B deal for AI infrastructure capacity as data center computing demand soars
    Nebius, a Dutch data center firm, announced a US$27 billion deal with Meta on March 16, 2026, to supply AI infrastructure capacity to the tech giant. The agreement comes as soaring...
    Tuesday 17 March 2026
    Samsung cautious on memory expansion amid concerns over 2028 supply glut
    Samsung Electronics' semiconductor division is concerned that the current memory supercycle, driven by supply shortages, could last only one to two years before the market turns downward...
    Tuesday 17 March 2026
    AI-related impact on gaming industry goes beyond memory chip shortage
    As demand for memory chips in AI data centers continues to surge, the global "RAMaggedon" has now claimed another unwitting victim: the gaming industry. The sector is now feeling the...
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    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
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook