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    NEWS TAGGED DEMAND
    Saturday 7 February 2026
    Analysis: AI demand spillover lifts 2026 general-purpose server shipments 10%
    Rising AI computing demand is lifting shipments of general-purpose servers, positioning them as a key growth driver for the server supply chain in 2026. Supply chain sources said AI...
    Saturday 7 February 2026
    Lead frame supplier CWTC reaches 40-month revenue high in January

    Driven by a broad demand recovery and the gradual effect of price increases, Chang Wah Technology (CWTC) reported both month-on-month and...

    Friday 6 February 2026
    U-Power accelerates high-voltage charging stations amid rising EV high-power charging demand
    Electric vehicle (EV) charging company U-Power is targeting growing opportunities in the market, with chairman Bob Chen noting that the company has already installed roughly 60 charging...
    Friday 6 February 2026
    Transcend sees 4x revenue surge in January 2026 as memory prices rise
    Memory module maker Transcend Information reported a record high monthly consolidated revenue of NT$4.76 billion (US$150.4 million) in January 2026, driven by soaring demand for AI...
    Friday 6 February 2026
    TSMC’s 3nm bet in Japan signals a deeper Taiwan-Japan tech pact
    To meet the surging demand driven by AI, TSMC is upgrading its second wafer fab under construction in Kumamoto, Japan, to use more advanced 3nm process technology. This development...
    Friday 6 February 2026
    Intel, AMD warn of extended server CPU delays in China
    Intel and AMD are facing acute server CPU shortages in China, with delivery times for some Intel products stretching to as long as six months, driven by surging AI data center demand...
    Friday 6 February 2026
    CSPs turn to custom silicon to break Nvidia dependence
    The global boom in generative artificial intelligence is driving an insatiable demand for computing power. This is pushing the world's largest cloud service providers to rethink a...
    Friday 6 February 2026
    Qualcomm, MediaTek strike cautious tone as smartphone market pressures mount
    Qualcomm and MediaTek struck a similar cautionary tone on the smartphone market outlook during their latest earnings calls, pointing to mounting pressure from memory shortages and...
    Friday 6 February 2026
    Largan posts 11% yearly revenue gain despite seasonal slowdown

    Largan Precision, Taiwan's leading manufacturer of optical lenses, reported January 2026 revenue of NT$5.499 billion (approx. US$173.4...

    Friday 6 February 2026
    PSMC narrows losses as DRAM prices and AI demand boost revenue
    Powerchip Semiconductor Manufacturing Corporation, one of Taiwan's smaller but strategically positioned chipmakers, reported a sharp narrowing of losses in the fourth quarter of 2025,...
    Friday 6 February 2026
    Nvidia delays new gaming GPU as AI boom strains memory supply

    Nvidia has postponed the release of its next-generation gaming graphics processing units (GPUs) this year as a global shortage of memory...

    Friday 6 February 2026
    ASE Technology posts 3-year profit high on strong advanced packaging orders in 4Q25
    Global outsourced semiconductor assembly and test (OSAT) leader ASE Technology Holding held its earnings call, revealing that robust demand for advanced semiconductor packaging services...
    Friday 6 February 2026
    Wistron posts strongest January on AI server growth
    Wistron reported a record-strong revenue of NT$228.3 billion (US$7.24 billion) in January 2026, marking a 10.5% month-on-month decline but a robust 151.5% year-on-year increase. The...
    Friday 6 February 2026
    Foxconn sees 35% revenue increase in January on AI server demand
    Hon Hai Precision Industry (Foxconn) reported a 35.53% year-over-year increase in revenue for January 2026, reaching NT$730.04 billion (US$23.06 billion), driven by strong demand for...
    Friday 6 February 2026
    Amazon defends US$200 billion AWS capex as demand-led and fast-monetizing AI investment
    Amazon said its planned US$200 billion capital spending, largely directed to AWS, reflects constrained supply and accelerating AI demand rather than speculative buildout. Management...
    1/186 pages
    Research Report Database
    BIZ FOCUS
    Feb 4, 08:00
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
    Tuesday 3 February 2026
    Asia FinTech Alliance (AFA) Announces Leadership Election Results
    Monday 2 February 2026
    Smiths Interconnect to Showcase Next-Generation Test Solutions at DesignCon 2026
    Friday 30 January 2026
    BIWIN Mini SSD Ecosystem Application Seminar Concluded Successfully
    iMetricjVeeam Q1 CITV ANZ
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook