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NEWS TAGGED DEMAND
Tuesday 10 March 2026
TSMC February 2026 revenue climb on AI demand despite seasonal dip
TSMC reported February 2026 revenue of NT$317.66 billion (US$10 billion), up 22.2% year over year but down 20.8% month over month from January's NT$401.26 billion, according to the...
Tuesday 10 March 2026
Rugged device maker Winmate sees growth surge from edge AI and defense demand

Industrial PC maker Winmate reported stronger-than-expected revenue in February 2026, supported by expanding demand for edge AI computing...

Tuesday 10 March 2026
Powerlogic posts 38.8% revenue increase in 2025, driven by esports-related orders and higher margins
Powerlogic reported consolidated revenue of NT$1.753 billion (US$54.9 million) for 2025, a 38.81% year-on-year increase and the company's second-highest revenue on record. Operating...
Tuesday 10 March 2026
Adlink reports 16% rise in February revenue as edge AI display demand grows
Industrial PC maker Adlink Technology reported consolidated revenue of NT$972 million (approx. US$30.52 million) for February 2026, a 16% year-over-year increase, the company said.
Tuesday 10 March 2026
Groq reportedly urges Samsung to expand wafer production as AI chip demand surges
Groq has reportedly requested Samsung Electronics' foundry division to increase wafer production for its inference AI chips, reflecting the booming market demand. Industry sources...
Tuesday 10 March 2026
Zheng Hsing sees steady 2025 performance as Vietnam shift and Turvo support sustain operations
Zheng Hsing maintained stable operations throughout 2025, supported by steady core business shipments and subsidiary performance. The company reported consolidated revenue of NT$8.104...
Tuesday 10 March 2026
Middle East conflict fuels energy crisis, Taiwan's summer power supply at risk
The large-scale bombings and attacks launched by the US and Israel against Iran have caused significant civilian casualties. With Iran carrying out retaliatory actions, the conflict...
Tuesday 10 March 2026
Samsung bets on Galaxy S26 to beat the odds in Taiwan
Samsung has opened preorders in Taiwan for the Galaxy S26 series, its latest flagship smartphone lineup. The launch comes amid cautious industry sentiment surrounding smartphone de...
Tuesday 10 March 2026
TCC chair flags resource war risk as US-Iran tensions rattle energy markets, sees silver lining in China's green push
As tensions escalate between the US and Iran, global energy markets have grown increasingly volatile, sending crude oil prices above US$100 per barrel. Nelson An-ping Chang, chairman...
Tuesday 10 March 2026
Zhen Ding posts slight 4% revenue drop in February amid strong AI demand
Major printed circuit board (PCB) manufacturer Zhen Ding Technology reported a slight 3.97% year-over-year decline in February 2026 revenue to NT$11.72 billion (US$367.45 million),...
Tuesday 10 March 2026
TSMC expansion triggers filter material shortage and price surge
As the global semiconductor manufacturing process advances below 2nm, wafer fabs are demanding increasingly stringent cleanroom environments. This has rapidly boosted demand for airborne...
Tuesday 10 March 2026
Coretronic delays some imaging product deliveries due to Middle East conflict
Coretronic Corp. reported consolidated revenue of about NT$2.873 billion (approx. US$90.6 million) for February 2026, down 10% from January but up 12% year-over-year, with cumulative...
Tuesday 10 March 2026
Boretech eyes revenue growth in 2026 amid rising petrochemical prices
Intensifying military conflicts in the Middle East have driven up international oil prices, pushing petrochemical product costs higher. PET recycling equipment supplier Boretech has...
Tuesday 10 March 2026
Amtran expands beyond displays as networking products begin shipping
Amtran Technology reported consolidated revenue of NT$1.63 billion (approx. US$51.4 million) in February 2026, down 10.6% month-over-month but up 7% year-over-year. The company's cumulative...
Tuesday 10 March 2026
HPE sees surging AI orders and pull-forward, while memory shortages force pricing and supply strategies
Hewlett Packard Enterprise (HPE) reported a strong fiscal first quarter with surging AI orders that outpaced revenue, while rising DRAM and NAND costs and constrained memory supply...