CONNECT WITH US
NEWS TAGGED DEMAND
Tuesday 24 March 2026
India outlines strategic roadmap to reach 1,121GW power capacity by fiscal 2035-2036
The Government of India, through the Central Electricity Authority (CEA), has released the National Generation Adequacy Plan (2026-27 to 2035-36), detailing a comprehensive roadmap...
Tuesday 24 March 2026
AI boom lifts substrate maker Kinsus as prices and demand rise
Buoyed by strong demand from makers of AI GPUs, CPUs, and application-specific chips, Kinsus Interconnect Technology said it expects a sharp lift in both revenue and product mix as...
Tuesday 24 March 2026
MediaTek's Airoha takes on US giants in optical comms DSP chip arena
The expansion of AI data centers is creating new business opportunities that are opening the door for upstarts to challenge industry leaders. A prime example is the four-level pulse...
Tuesday 24 March 2026
SK Hynix reportedly advances M15X ramp, opens second cleanroom ahead of schedule

SK Hynix has brought forward the ramp-up of its M15X DRAM facility in Cheongju, opening a second cleanroom and beginning equipment move-in...

Monday 23 March 2026
Inergy Technology eyes SiC expansion for HVDC as AI power demand rises
Power semiconductor design company Inergy Technology expects strong growth momentum in its cooling and power device businesses in 2026, supported by rising demand from artificial intelligence...
Monday 23 March 2026
AI chip boom drives surge in demand for testing at Chunghwa Precision Test
Chunghwa Precision Test, a supplier of semiconductor testing interfaces, is seeing a surge in demand driven by high-performance computing and mobile application processors, as orders...
Monday 23 March 2026
Samsung reportedly in talks with Google, Microsoft on long-term memory supply agreements

Samsung Electronics is reportedly in discussions with Google and Microsoft to establish long-term memory semiconductor supply agreements,...

Monday 23 March 2026
Zenitron warns memory shortages will reverberate across global tech supply chains
Zenitron president YY Chou warned that surging demand for AI servers, data centers, and robotics is driving memory shortages that will affect global supply chains and pricing, with...
Monday 23 March 2026
Tescan integrates Seoul demo lab to speed testing for AI memory and advanced packaging customers
Tescan's expansion of its Seoul site integrates a Demo Lab with office space to better serve semiconductor clients amid global AI-driven memory demand, promising faster failure analysis...
Monday 23 March 2026
Taiwan central bank revise 2027 GDP growth upward
Taiwan's central bank sharply raised its 2026 GDP forecast to 7.28%, citing substantial capex from international cloud service providers and aggressive investment expansion by domestic...
Monday 23 March 2026
An imminent strike looms over Samsung's AI memory supply
Samsung Electronics is facing escalating labor tensions after its largest union secured approval for a strike, raising concerns over potential disruptions to semiconductor production...
Monday 23 March 2026
Can Elon Musk's Terafab turn chip independence into reality—or is it too ambitious to succeed?
Elon Musk has unveiled one of his most ambitious industrial visions yet: a "Terafab" that would allow Tesla and SpaceX to design and manufacture their own semiconductors for artificial...
Monday 23 March 2026
Commentary: CPO mass production put to test as photonic integration faces challenges
Driven by massive demand from cloud AI, silicon photonics continues to gain momentum. At the Optical Fiber Communication Conference (OFC 2026), industry players engaged in in-depth...
Monday 23 March 2026
Ventec eyes double-digit growth in 2026 amid product price hikes and niche material expansion
Niche copper-clad laminate (CCL) manufacturer Ventec expects to achieve double-digit revenue growth in 2026, driven by ongoing product price increases and strategic expansion into...
Monday 23 March 2026
Konica Minolta to expand AI chip inspection optics capacity 2.6x by 2027

Japanese optical component and office equipment maker Konica Minolta said on March 18 it will scale up its optical components business for...