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    NEWS TAGGED DEMAND
    Tuesday 20 May 2025
    Tariffs cloud notebook outlook, but mobile chip demand stays hot
    Following the significant impact of reciprocal tariffs imposed by the US, the chip inventory status for two major consumer electronics products—notebooks (NBs) and mobile phones—has...
    Tuesday 20 May 2025
    DRAM prices surge in AI Boom; Samsung and SK Hynix set to benefit

    The global surge in DRAM prices, combined with the increasing momentum of artificial intelligence (AI) development in the Middle East,...

    Monday 19 May 2025
    Taiwan's US$332 million robotics initiative to transform smart manufacturing
    With global demand for industrial and humanoid robots accelerating, Taiwan's machinery industry is moving to carve out a role in the evolving supply chain. Hiwin has teamed up with...
    Monday 19 May 2025
    Phison builds NAND stockpile, accelerates three-pronged AI storage push in SEA and India
    Phison Electronics Corp. expects robust growth in the second half of 2025, driven by tighter NAND flash supply and surging demand for its controller chips. The easing of US-China...
    Monday 19 May 2025
    Zhen Ding posts 23% revenue growth, driven by China's IC substrate boom
    PCB manufacturer Zhen Ding Technology posted a 23% year-over-year increase in consolidated revenue for the first quarter of 2025, marking a record high for the quarter. The company's...
    Monday 19 May 2025
    Middle East key to extending cloud AI peripheral chip market growth by two years
    US President Donald Trump recently led a large delegation of American companies to the Middle East for various political and business cooperation agreements. Reports indicate that...
    Monday 19 May 2025
    AI-driven server demand boom spurs explosive growth for Taiwan CCL suppliers
    Despite recent uncertainties surrounding new tariff policies under US President Donald Trump, major US and Chinese cloud service providers have reaffirmed that their capex plans for...
    Monday 19 May 2025
    AI, EV boom thrusts advanced packaging to forefront of China's chip strategy
    China's outsourced semiconductor assembly and test (OSAT) industry is gaining momentum, driven by surging demand for artificial intelligence (AI) and electric vehicles (EVs). As the...
    Monday 19 May 2025
    Made in America, finished in Taiwan: TSMC’s expansion highlights a lingering gap
    In the surging global demand for AI applications, TSMC has announced a sweeping expansion of its advanced process and packaging capacity. In its latest disclosure, TSMC revealed plans...
    Monday 19 May 2025
    AI windfall lifts Kioxia to record highs, but NAND headwinds loom into 2025
    Japanese NAND flash memory maker Kioxia reported a sharp earnings rebound for fiscal 2024 (April 2024 to March 2025), recording a net profit of JPY272.3 billion (approx. USD 1.9 billion)...
    Monday 19 May 2025
    Matrix Precision opens new Hsinchu plant with US$100 million revenue target, lands major Japanese order
    On May 13, Matrix Precision, a subsidiary of Hiwin Technologies, inaugurated its new manufacturing facility in Fengshan, Hsinchu, aiming to generate US$100 million in annual revenue...
    Sunday 18 May 2025
    GlobalWafers deepens US investment with US$7.5 billion commitment

    GlobalWafers, the Taiwan-based semiconductor materials giant, officially opened its new US$3.5 billion manufacturing facility in Sherman,...

    Sunday 18 May 2025
    Taiwanese startup launches AI-powered green energy trading platform
    Thingnario has unveiled an AI-agent-powered platform that streamlines green energy procurement for electricity retailers in Taiwan's evolving power market. The system integrates large...
    Saturday 17 May 2025
    Innolux warns of muted 2Q25 outlook amid ongoing tariff uncertainty
    Taiwanese display manufacturer Innolux has sustained its profitability into the first quarter of 2025, achieving four consecutive quarters of positive earnings after recovering from...
    Friday 16 May 2025
    Robust.AI partners with Foxconn to scale U.S. production of warehouse robots

    Robust.AI, a U.S.-based developer of AI-powered warehouse automation, has announced a manufacturing partnership with Taiwan's Foxconn...

    1/128 pages
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    Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES