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    Anduril boosts Taiwan sourcing 15x, considering local production
    10h 53min ago
    AI demand tightens high-end MLCC supply, pushing Taiwan firms to seek China alternatives
    10h 53min ago
    Supply chain says no formal Nvidia notice on possible 800VDC delay
    10h 53min ago
    CPO production delay may boost growth of LPO and NPO
    10h 53min ago
    Taiwanese chips gain from non-China drone supply chain demand
    10h 53min ago
    Commentary: TSMC's pricing power stays intact as AI demand keeps fabs full
    10h 53min ago
    NEWS TAGGED DEMAND
    Thursday 11 June 2026
    Foxconn, Brookfield deepen Vietnam push with 1GW renewables plan

    Foxconn and Brookfield Asset Management announced on June 9, 2026, that they will jointly invest in and develop up to 1GW of renewable...

    Thursday 11 June 2026
    China's EV boom slows at home, but BYD sees further room to grow
    China's electric-vehicle market is showing signs of slowing domestically, but industry leaders remain convinced that the country's shift away from gasoline-powered cars is far from...
    Thursday 11 June 2026
    Applied Materials invests US$500 million in Singapore to meet AI chip demand
    As artificial intelligence (AI) fuels an unprecedented surge in demand for advanced semiconductors, Applied Materials is deepening its commitment to one of Asia's most important chipmaking...
    Thursday 11 June 2026
    Exclusive: Astera Labs sees switch chips becoming biggest revenue driver by end of 2026

    Astera Labs expects its Scorpio switch-chip business to become its largest revenue contributor by the end of 2026, marking a shift for...

    Thursday 11 June 2026
    Sharp's AI server plan signals a broader shift in Japan electronics
    Sharp's June 9 fiscal year 2026 business briefing highlighted a deeper partnership with Foxconn, with AI servers becoming the main focus. Sharp said it will begin selling AI servers...
    Thursday 11 June 2026
    Gudeng flags EUV supply constraints as advanced-chip expansion accelerates
    Gudeng chairman and CEO Bill Chiu said global demand for AI is driving a wave of 2nm and 3nm advanced-node capacity expansion, but the biggest constraint for chipmakers is not building...
    Thursday 11 June 2026
    How an alliance of Taiwanese chip suppliers cracked Intel's supply chain with a FOUP solution
    TSS Semiconductor Alliance, a group of 18 small and medium-sized Taiwanese suppliers of semiconductor materials, components and equipment, is preparing to form a third cohort as members...
    Thursday 11 June 2026
    Apacer targets industrial memory demand as DDR4 shortages drive profits through 2027
    Memory supply remains tight, and higher prices have made end markets cautious. Despite that, Apacer Technology CEO Chia-Kun Chang said that foundry shifts by the three major makers...
    Wednesday 10 June 2026
    Advanced semiconductor demand fuels Liying's fluorine recycling expansion
    As demand for AI chips continued to surge, utilization rates at advanced semiconductor process lines kept climbing, making the circular-economy treatment of waste hydrofluoric acid...
    Wednesday 10 June 2026
    TXC eyes 30% optical module share by 2027
    AI and optical communications demand are pushing frequency components toward higher frequencies, smaller sizes, lower power consumption, ultra-low jitter, and very high stability....
    Wednesday 10 June 2026
    WD pushes toward 100TB hard drives as AI storage demand surges
    WD is preparing for a global wave of AI data growth by prioritizing hard drives with higher capacity, faster performance, and lower power consumption. The company says the shift reflects...
    Wednesday 10 June 2026
    Aker to expand capacity by 20% as auto demand drives growth

    Aker Technology plans to expand capacity by 20% in 2026 as automotive demand grows and the quartz component supplier pushes further...

    Wednesday 10 June 2026
    Commentary: How AI boom gave Nokia and BlackBerry a second life
    The artificial intelligence boom has created clear winners among semiconductor and memory manufacturers. Shares of companies such as Samsung Electronics, SK Hynix and Micron Technology...
    Wednesday 10 June 2026
    Taiwan exports hit record high as AI servers and chip price hikes fuel trade surge
    Taiwan's exports hit new highs in May 2026 and in the first five months of the year, powered by AI supply-chain demand and rising electronics prices, the Ministry of Finance said on...
    Wednesday 10 June 2026
    TSMC's May revenue grows 30% as AI demand and tight capacity support outlook
    TSMC reported consolidated net revenue of about NT$416.98 billion (approx. US$13.2 billion) in May 2026, up 1.5% from April and 30.1% from a year earlier. The figure set a new monthly...
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    AsiaCPO
    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
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    VIA Labs Announces Hub Controllers for Multi-Display USB-C Docking
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook