CONNECT WITH US
NEWS TAGGED DEMAND
Friday 17 April 2026
Foxconn Industrial Internet surpasses Huawei in 2025 revenue, driven by AI servers
Foxconn's industrial arm, Foxconn Industrial Internet (FII), has ridden the AI server boom to become a revenue leader, illustrating to global manufacturers how advanced production...
Friday 17 April 2026
China wafer maker NSIG lifts revenue on 300mm momentum
National Silicon Industry Group (NSIG) reported full-year 2025 revenue growth driven by higher 300mm wafer shipments, though pricing pressure and high fixed costs weighed on margin...
Friday 17 April 2026
TSMC remains top choice for European AI chip startups amid capacity scramble
European efforts to advance sovereign AI and chip autonomy are gaining momentum, but European AI chip startups say they still primarily rely on TSMC for high-performance computing...
Friday 17 April 2026
Taiwan's OSAT expansion could tighten global test capacity and raise costs
Taiwan's outsourced semiconductor assembly and test industry is expanding rapidly, driven by AI, high-performance computing, and memory demand. Global supply chains may face tighter...
Friday 17 April 2026
Analysis: ASML lifts 2026 guidance on strong EUV demand
ASML delivered first-quarter 2026 results that exceeded expectations, prompting management to raise its full-year guidance despite a cautious outlook for the second quarter. The company...
Friday 17 April 2026
ASML extends Low NA EUV to 2031, ramps up High NA production
ASML's confirmation that memory-chip demand underpinned its stronger-than-expected results for the first quarter of 2026 — along with its updated EUV roadmaps — has broad...
Friday 17 April 2026
Tongfu Microelectronics profit jumps on AI chip packaging, AMD demand

Tongfu Microelectronics posted strong 2025 results, supported by AI and automotive chip demand, while reinforcing its position in the...

Friday 17 April 2026
EMS Watch: Lens Technology's earnings shock highlights strain across Apple supply chain

China's consumer electronics supply chain is facing mounting pressure, as Lens Technology posted a sharp earnings downturn that triggered...

Friday 17 April 2026
Tesla AI5 reaches tape-out; SK Hynix memory spotted in early sample

Tesla has reached the tape-out stage for its next-generation AI chip, AI5, marking a milestone in its in-house semiconductor development...

Friday 17 April 2026
CPU shortage more acute than memory; industry awaits Intel 18A yield improvement
A global CPU shortage is disrupting PC and industrial-computing supply chains, as processors are out of stock even at premium prices, while memory is limited but purchasable. The scarcity...
Friday 17 April 2026
TSMC chairman C.C. Wei denies customer favoritism regarding tight 1Q26 capacity
TSMC delivered an above-expectations financial performance in the first quarter of 2026 and remains optimistic about continued strong demand for advanced process technologies entering...
Friday 17 April 2026
Interview: Semidynamics expands from SoC to rack-level solutions, targeting memory-intensive AI inference
Spain-based AI chip startup Semidynamics has recently seen a wave of positive developments. Its first chip, fabricated on TSMC's 3nm process, has successfully completed tape-out, and...
Friday 17 April 2026
Visionox starts 8.6G AMOLED tool install, pushes FMM-free OLED
China-based display maker Visionox is stepping up its push into next-generation AMOLED manufacturing, announcing on April 15 a key milestone at its 8.6-generation production line in...
Friday 17 April 2026
Taiwan and Japan solidify lead in transmission component market for humanoid robots
The rise of new hardware designs for humanoid robots has created fresh opportunities across the supply chain, with linear actuators — which act as the muscles of robots that...
Friday 17 April 2026
J&V Energy Technology's Greenet to list on OTC in May 2026 as it pursues rapid capacity expansion
J&V Energy Technology's Greenet plans to list on the OTC market in May 2026 and is fully booked, signaling a rapid global push into green power as it seeks to scale to 800-850...