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NEWS TAGGED DEMAND
Friday 17 July 2026
TSMC's CoWoS capacity remains 'extremely tight' as OSAT partners ramp expansion

During its July 16 earnings conference, Taiwan Semiconductor Manufacturing Company (TSMC) offered an upbeat outlook on AI demand. Responding...

Friday 17 July 2026
AI server tracker: Taiwan's testing and design service leaders surge on global chip demand

The surge in AI and high-performance computing (HPC) technologies continues to reshape the semiconductor landscape, as demonstrated by the June...

Friday 17 July 2026
Micron SCA covers 7 auto customers, boosts supply chain

Micron has said its Strategic Customer Agreement (SCA) long-term supply deals with 16 key strategic customers include seven automotive...

Friday 17 July 2026
Laser Tek says AI demand is driving orders, but parts shortages are delaying shipments
Taiwanese laser processing equipment maker Laser Tek said that artificial intelligence(AI)-led investment in advanced packaging, testing, and passive components is boosting orders...
Friday 17 July 2026
TSMC limits mature-node expansion and eases pressure on PMIC suppliers
TSMC chairman C.C. Wei said at the company's July 16 earnings call that mature-node expansion will be limited, with future capacity additions focused mainly on overseas fabs in Japan...
Friday 17 July 2026
Montage Technology forecasts stronger first-half profit as AI demand lifts chip sales and discloses Korean prosecutors' search
China-based Montage Technology said its first-half results are expected to rise sharply, underscoring continued demand for AI-linked memory and interconnect chips that matter to data...
Friday 17 July 2026
WST targets AI optical boom as high-power CW laser shipments begin in 4Q26
Buoyed by robust shipments of optical communications products, Taiwanese optical communications company WaveSplitter Technologies (WST) nearly doubled its first-quarter revenue in...
Friday 17 July 2026
Moore Threads forecasts sharp first-half revenue growth on AI demand
Moore Threads, a Chinese GPU maker, said its first-half revenue likely more than doubled as demand for artificial intelligence (AI) chips and large-scale computing clusters accelerated...
Friday 17 July 2026
TSMC says A14 process on track for 2028 volume production
TSMC said at its earnings call on July 16 that its A14 process technology is developing as planned, with risk production set for 2027 and volume production slated to begin in 2028.
Friday 17 July 2026
AI memory squeeze pushes automakers to shield supply chains

AI giants are soaking up memory chips with vast capital, tightening supply for other industries and raising costs worldwide. The pressure...

Friday 17 July 2026
Power component prices keep rising as supply tightens

Power semiconductor makers say prices are still being adjusted as upstream raw material costs rise and AI-driven high-margin products...

Friday 17 July 2026
Nvidia unveils Thor-based modules for robots and edge AI

Nvidia has introduced new Thor-based modules aimed at powering robots and autonomous machines as they move into broader commercial use...

Friday 17 July 2026
Exclusive: PC brands reportedly rush to secure CXMT memory as orders extend to end-2027
Chinese DRAM maker ChangXin Memory Technology's (CXMT) IPO has entered its final stage, drawing close market attention. PC supply chain sources said the US had briefly planned to add...
Friday 17 July 2026
Hygon forecasts higher first-half 2026 revenue and profit
Hygon Information Technology said its first-half 2026 results are expected to rise sharply, signaling continued demand for domestic high-end chips as AI, cloud computing, and localization...
Friday 17 July 2026
TSMC boosts US manufacturing as Taiwan chip designers wait on moving production

TSMC Chairman C.C. Wei formally announced on July 16 that the company will invest an additional US$100 billion in the US, funding several...