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    NEWS TAGGED DEMAND
    Tuesday 28 April 2026
    Agentic AI sparks CPU demand surge, boosting ASIC and niche chip makers
    The rise of agentic AI has transformed computing chip requirements, igniting a fierce CPU supply scramble. Traditional x86 giants like Intel and AMD are seeing growing CPU demand in...
    Tuesday 28 April 2026
    Celestica reports strong 1Q26 as cloud demand lifts results
    Celestica reported a strong start to 2026, underscoring the growing demand for data center hardware as cloud spending accelerates.
    Tuesday 28 April 2026
    Samsung fast-tracks Pyeongtaek fabs to turn HBM4 edge into AI memory scale

    Samsung is accelerating one of its most aggressive memory capacity buildouts in years, aiming to bring its Pyeongtaek Line 4 fab, or P4,...

    Tuesday 28 April 2026
    Nvidia says GPU allocation follows first-come, first-served principle, not highest bidder
    Nvidia CEO Jensen Huang clarified in an April 2026 interview with Silicon Valley podcast host Dwarkesh Patel that the company allocates GPUs based on a first-come, first-served principle...
    Tuesday 28 April 2026
    Intel prioritizes Xeon; CPU shortage opens door for AMD and MediaTek
    Generative AI has driven a surge in GPU demand and accelerated a structural reshaping of the semiconductor industry. At the same time, CPUs are re-emerging after years of being sidelined,...
    Tuesday 28 April 2026
    Emerging supplier targets low-earth orbit satellite market with cryogenic high-frequency cables
    An electronics components firm, U-leam, founded in September 2022, said it is targeting the low-earth orbit satellite market by supplying high-frequency connectors, cable assemblies,...
    Tuesday 28 April 2026
    Cadence signals strong start to 2026 as AI drives growth across EDA and IP

    Cadence Design Systems reported a robust first quarter for 2026, underscoring how accelerating demand for AI is reshaping semiconductor...

    Tuesday 28 April 2026
    Taiwan payment firm targets small merchants to push non-cash transactions past NT$10 trillion
    Systex Fintech said it will focus on onboarding small merchants who currently transact in cash to help drive the island's non-cash transaction value from NT$6 trillion in 2023 toward...
    Tuesday 28 April 2026
    Strong demand and advanced packaging execution drive Amkor's upbeat quarter
    Amkor Technology reported a strong start to 2026, with management attributing the performance to robust demand across multiple end markets and continued execution in advanced packa...
    Tuesday 28 April 2026
    AI-driven demand and record backlog fuel Cadence's strong start to 2026
    Cadence Design Systems reported a solid first quarter for 2026, with growth driven by accelerating AI demand and sustained customer investment in chip and system design tools.
    Tuesday 28 April 2026
    Why the AI boom still runs through Taiwan — and why that won't change
    As trade tensions simmer and geopolitical flashpoints multiply, Taiwan's technology sector is holding firm. Anchored by surging AI infrastructure demand and a pivotal shift in how...
    Tuesday 28 April 2026
    AI chip testing complexity lifts probe card and upstream supply chain demand
    As AI chips move to advanced process nodes and packaging technologies, semiconductor testing requirements are becoming significantly more complex.
    Tuesday 28 April 2026
    GrandTech drives growth with AI cloud and 3D printing for drone market
    GrandTech Chairman Frankie Hsu highlighted the company's successful transformation from a software agency to a dual-engine growth model, powered by its investment in GrandTech Cloud...
    Tuesday 28 April 2026
    AI lifts memory: SK Hynix hits 72% margin as Samsung nears 70%
    SK Hynix reported record results for the first quarter of 2026, with operating margin reaching about 72% — among the highest globally — as artificial intelligence (AI)-driven...
    Tuesday 28 April 2026
    Moore Threads hits first profit, AI compute orders drive growth
    China's domestic GPU developer Moore Threads is shifting from heavy R&D spending to early monetisation, delivering triple-digit revenue growth in 2025 and its first quarterly profit...
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    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook