CONNECT WITH US
NEWS TAGGED DEMAND
Monday 13 April 2026
Intel and SambaNova deepen alliance to capture AI infrastructure demand

As artificial intelligence moves from experimentation to full-scale production, companies are confronting the limits of GPU-only inference...

Monday 13 April 2026
SAS Group's green and AI pivot gains traction
SAS Group's strategic shift into renewable energy, AI-related semiconductor materials, and automotive components signals growing resilience for global energy and tech supply chains,...
Monday 13 April 2026
Delta Electronics hits record revenue on AI server, liquid cooling surge
Delta Electronics' record March revenue signals a global shift as cloud providers ramp up AI infrastructure spending, boosting demand for AI server power supplies and liquid cooling...
Sunday 12 April 2026
China's Hwatsing ships 1,000th CMP system, targets advanced chip manufacturing growth

Hwatsing Technology has emerged as one of China's most prominent domestic suppliers of chemical mechanical planarization (CMP) equipment,...

Sunday 12 April 2026
Pan-International bets on AI servers as automotive demand growth slows in 2Q26
Pan-International, a Foxconn subsidiary specializing in connectors, reported a year-over-year revenue decline in the first quarter of 2026 due to cautious customer sentiment and stagnant...
Sunday 12 April 2026
How long can the AI server ODM boom last as growth begins to slow
Taiwan's AI server ODM and EMS sector continues to deliver exceptional revenue growth in the first quarter of 2026, driven by sustained hyperscaler investment in artificial intelligence...
Sunday 12 April 2026
Why some ASIC design service firms are missing out on the AI boom?
Taiwan's ASIC design service providers delivered sharply divergent results in the first quarter of 2026, underscoring how exposure to artificial intelligence (AI) demand does not translate...
Saturday 11 April 2026
Samsung Electro-Mechanics reportedly strengthens role in Nvidia's Groq 3 LPU supply chain with FC-BGA substrate push
Samsung Electro-Mechanics has reportedly secured a leading position in the supply chain for advanced substrates used in the Groq 3 language processing unit (LPU), a next-generation...
Saturday 11 April 2026
Novatek hits 1Q26 revenue target on SoC, edge AI growth
Taiwanese display driver IC (DDI) leader Novatek Microelectronics reported March 2026 revenue of NT$8.47 billion (approx. US$266.32 million), up 19.9% from February but down 9.6% from...
Saturday 11 April 2026
Innolux, AUO say geopolitical and raw-material shocks are supporting short-term panel demand while clouding 2026 outlook
Rising geopolitical risks and surging raw-material prices are prompting panel makers to accelerate purchasing and adjust their strategies, supporting short-term demand but creating...
Saturday 11 April 2026
Analysis: Taiwan's March supply chain data makes the AI acceleration case better than any earnings call
Taiwan's listed AI hardware companies collectively generated $69.7 billion in March 2026 revenue across 13 supply-chain segments — up 63% year-over-year — offering the...
Saturday 11 April 2026
Analysis: Taiwan's AI supply chain posts strong March revenues, signaling the buildout is still accelerating
Taiwan's listed companies powering the global AI server supply chain delivered exceptional March 2026 revenues across virtually every segment, with TSMC posting its strongest single-month...
Saturday 11 April 2026
Catcher adopts cautious outlook, citing supply chain bottlenecks and cost pressures
Despite revenue growth in March 2026, Catcher Technology is maintaining a prudent outlook for 2026, citing supply chain bottlenecks, cost pressures, and uncertain end-market demand...
Saturday 11 April 2026
Taiwan chip distributors report record quarter on AI boom
Taiwan's two largest semiconductor distributors, WT Microelectronics and WPG Holdings, reported record-breaking quarterly results, underscoring how surging demand for artificial intelligence...
Saturday 11 April 2026
BenQ Materials expands into semiconductor processes, targets advanced nodes

BenQ Materials is expanding into semiconductor materials, with president Ray Liu saying the company has entered CMP cleaning brush rollers...